1.Receives new lead form submission
Integrate Facebook Lead Ads and lead routing systems to generate outreach context from new lead form submissions.
Send SMS follow-up to new event leads instantly
Automatically detect new lead form submissions across Facebook Lead Ads and lead routing tools. Send tailored follow-ups when leads submit, deal stages qualify, or messaging paths choose SMS or emailβso you can speed outreach, personalize messages, and avoid duplicate follow-up without manual routing.
How this automation sends follow-ups your leads will read
When new event leads submit forms, delayed replies can reduce attendance and increase drop off. This automation generates tailored messages, checks CRM deal stages, and sends SMS or email immediatelyβso your team can contact leads same day without manual outreach.
Facebook Lead Adsor swap with your favorite app
2.Generates personalized email and SMS
Integrate ChatGPT (OpenAI) and personalization tools to generate an email body and concise SMS text for each lead.
ChatGPT (OpenAI)or swap with your favorite app
3.Looks up contact or deal
Integrate HubSpot and CRM search tools to find the contact or deal by submitted email and retrieve deal stage.
HubSpotor swap with your favorite app
4.Stops when deal is closed
Integrate Filter by Zapier and CRM stage rules to continue only when the deal stage is not closed or archived.
Filter by Zapieror swap with your favorite app
5.Routes to SMS or email
Integrate Paths by Zapier and messaging routing to choose SMS or email based on the lead path conditions.
Paths by Zapieror swap with your favorite app
6.Formats the phone number for SMS
Integrate Formatter by Zapier and phone formatting tools to prepare the submission phone number for SMS sending.
Formatter by Zapieror 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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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