1.Monitors new lead received
Integrate Facebook Lead Ads and lead capture tools to detect a new lead received event to trigger scoring.
When new lead received happens, delays can cause missed follow-up windows and low lead conversion. This automation formats contact details, computes total score and rating, and creates prioritized sales board itemsβso your team can act on hot leads fast.
Integrate Facebook Lead Ads and lead capture tools to detect a new lead received event to trigger scoring.
Integrate Formatter by Zapier and data mapping tools to format full name into an item title for consistent board entries.
Integrate Formatter by Zapier and phone normalization tools to normalize phone into a regional and standard format for matching.
Integrate Formatter by Zapier and lookup tables to produce numeric point values from key submission fields.
Integrate Code by Zapier and scoring rules to compute total score and rating from lookup outputs.
Integrate monday.com and sales board management tools to create a new board item with score and rating for follow-up.
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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Marcelo Lebre, Co-Founder
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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.