1.Captures new lead from form
Integrate Facebook Lead Ads (for Business admins) and lead capture tools to map form data and to centralize inbound lead fields.
Create or update campaign leads from social forms
Automatically monitor new lead submissions across Facebook Lead Ads (for Business admins) and Salesforce. Create and update CRM leads and contacts, normalize fields, and add records to campaigns when new lead submitted, identification provided, or consent flag receivedβso you can create, enrich, and route without manual data entry.
How this automation creates campaign-ready leads
When new social leads enter Facebook Lead Ads, delays can cause missed nurture timing and messy CRM data. This automation finds or creates CRM leads and contacts, normalizes fields, and adds the record to the configured campaignβso your team can follow up faster.
Facebook Lead Ads (for Business admins)or swap with your favorite app
2.Finds existing lead in CRM
Integrate Salesforce and CRM search tools to search for an existing Lead by identification or email and to reuse matched records.
Salesforceor swap with your favorite app
3.Finds existing contact in CRM
Integrate Salesforce and CRM search tools to search for an existing Contact by identification or email and to reuse matched records.
4.Normalizes phone and consent
Integrate Formatter by Zapier and data formatting tools to standardize phone formatting and consent flags before writing to CRM.
Formatter by Zapieror swap with your favorite app
5.Create or updates campaign record
Integrate Salesforce and campaign management tools to create or update the matched Lead or Contact and to add it to the configured campaign.
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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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