1.Captures new lead submissions
Integrate Facebook Lead Ads and lead capture fields to capture the submission and surface key submission fields for routing and reporting.
Create regional lead records and sheet rows for follow-up
Automatically capture new lead submissions across Facebook Lead Ads, Formatter by Zapier, Paths by Zapier, Workiz, and Google Sheets. Create and update when lead form submits, qualifying answers appear, or ad set matchesβso you can normalize contacts, route to the right regional sheet, and create follow-up leads without manual handoff.
How this automation accelerates regional follow-up
When new ad form leads arrive without a consistent routing process, follow-up gets delayed and reporting becomes messy. This automation captures submissions, normalizes contact data, routes by ad set, and creates lead records and regional sheet rowsβso your team can follow up faster.
Facebook Lead Adsor swap with your favorite app
2.Normalizes contact fields
Integrate Formatter by Zapier and data cleaning tools to format phone, normalize email case, and standardize address parts before routing.
Formatter by Zapieror swap with your favorite app
3.Routes by ad set to region
Integrate Paths by Zapier and routing rules to evaluate the ad set name and continue only on the matching regional path.
Paths by Zapieror swap with your favorite app
4.Creates regional lead record
Integrate Workiz and CRM record mapping to create a lead from name, contact details, address parts, and qualifying answers.
Workizor swap with your favorite app
5.Appends row to regional sheet
Integrate Google Sheets and reporting spreadsheets to create a new row with timestamp, ad set, ad name, contact info, and status.
Google Sheetsor 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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