1.Monitors new lead submissions
Integrate Facebook Lead Ads and form intake tools to detect new lead submissions and pass source fields into the workflow.
Create messaging contact and record from lead form
Automatically capture new lead submissions from Facebook Lead Ads across lead routing tools. Automatically create and update prospect records and send Wati messages when valid phone and adviser assignments are readyβso you can contact prospects, log sources, and notify assigned advisers without manual follow-up.
How this automation accelerates lead outreach
When new leads arrive in Facebook Lead Ads but adviser assignment is slow, outreach opportunities get missed. This automation captures lead details, selects advisers, creates or updates prospect records, and sends Wati messagesβso your team reaches prospects fast.
Facebook Lead Adsor swap with your favorite app
2.Maps adviser assignment fields
Integrate Formatter by Zapier and data mapping tools to map adviser labels and assigned owner fields for routing.
Formatter by Zapieror swap with your favorite app
3.Rotates advisers for distribution
Integrate Storage by Zapier and rotation logic tools to select the next adviser from your round robin list.
Storage by Zapieror swap with your favorite app
4.Finds existing prospect record
Integrate Zapier Tables and CRM matching tools to find a prospect by email or phone and return the record ID.
Zapier Tablesor swap with your favorite app
5.Creates or updates prospect record
Integrate Zapier Tables and lead data mapping tools to update source fields and adviser assignment or create a new prospect.
6.Adds contact and sends template
Integrate Wati and messaging templates to create a messaging contact and send the configured template message with custom params.
Watior swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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