1.Detect new lead submissions
Integrate Facebook Lead Ads and form submission capture tools to watch for new lead entries and start the routing flow.
Create local store leads from paid ad form submissions
Automatically monitor new lead submissions across Facebook Lead Ads and routing tools. Create and update when new lead submitted, store selection captured, or form completedβso you can create CRM contacts, send SMS outreach, and assign store locations without manual lead routing delays.
How this automation routes store leads faster
When new Facebook lead ad submissions arrive, slow assignment can delay follow-up and reduce conversions. This automation routes leads with Paths by Zapier, creates CRM records in Pipeline CRM, and sends store specific SMS messages in Podiumβso your team can respond at the moment intent is captured.
Facebook Lead Adsor swap with your favorite app
2.Routes leads by nearest store
Integrate Paths by Zapier and CRM routing rules to branch by nearest store selection and continue only for qualifying leads.
Paths by Zapieror swap with your favorite app
3.Creates person lead record
Integrate Pipeline CRM, data mapping, and CRM fields to create a person record and assign store and product interest.
Pipeline CRMor swap with your favorite app
4.Sends SMS message to store
Integrate Podium and location aware messaging tools to send an SMS and set the outreach location by assigned store.
Podiumor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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