1.Captures new lead form submission
Integrate Facebook Lead Ads and lead intake tools to capture incoming lead payloads and trigger lead routing for outreach.
Send instant welcome message and create lead board item
Automatically capture new form submissions across Facebook Lead Ads and Spoki. Automatically send a welcome message and notify agents when new lead payload arrives, ad form response captured, or submissions hit your inbox—so you can personalize outreach, create board records, and coordinate agents without manual follow-up.
How this automation accelerates your welcome outreach
When new lead form submissions appear, delays can weaken first-touch response and reduce lead conversions. This automation captures lead payloads, parses names, creates monday.com board items, and sends prospect and agent templates—so your team engages faster—without chasing details.
Facebook Lead Adsor swap with your favorite app
2.Splits full name into first name
Integrate Formatter by Zapier and data parsing tools to split the full name and to personalize messaging with a first-name token.
Formatter by Zapieror swap with your favorite app
3.Creates sales board item
Integrate monday.com and sales board data to create an item and map contact and campaign fields back to the lead record.
monday.comor swap with your favorite app
4.Starts outbound messaging automation
Integrate Spoki and messaging workflows to start the outbound flow using mapped phone and email with the board item ID.
Spokior swap with your favorite app
5.Sends welcome and agent notification
Integrate Spoki and template messaging to send the prospect welcome and notify the assigned agent with a record reference.
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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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