1.Capture new lead submission
Integrate Facebook Lead Ads and data mapping tools to capture submitted lead details and pass the payload for processing.
When new lead forms arrive, routing delays can stall recovery response. This automation captures lead submissions, generates routing keys, creates contacts, and creates prioritized CRM leads so your team can assign owners quicklyβwithout manual routing.
Integrate Facebook Lead Ads and data mapping tools to capture submitted lead details and pass the payload for processing.
Integrate Code by Zapier and routing logic tools to run JavaScript and generate a routing key for owner assignment.
Integrate Google Contacts and contact matching tools to create a contact when email has no match.
Integrate Paths by Zapier and workflow branching tools to route the lead to the correct recovery path.
Integrate Odoo ERP Self Hosted and CRM lead tools to create a recovery business unit lead in the configured stage and owner.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.