1.New lead form submission
Integrate Facebook Lead Ads and lead form tools to catch new lead form submissions for handoff eligibility.
Add social leads to master audience and alert sales
Automatically monitor new lead form submissions across Facebook Lead Ads and Klaviyo. Create and update when contact permission is opt inβso you can add subscribers, send dealer alerts, and tag intent without manual lead routing.
How this automation accelerates sales handoff
When new lead form submissions arrive, delayed follow-up can cause lost opportunities. This automation filters opt-in records and upserts master audience subscribers and sends dealer alertsβso your team can contact leads faster.
Facebook Lead Adsor swap with your favorite app
2.Check contact permission field
Integrate Filter by Zapier and consent rules to continue only for opt-in qualified records on the contact path.
Filter by Zapieror swap with your favorite app
3.Send dealer alert email
Integrate Email by Zapier and messaging templates to send dealer alert emails with mapped lead and intent fields.
Email by Zapieror swap with your favorite app
4.Find or create subscriber
Integrate Klaviyo and audience segmentation tools to find or create subscribers and set Source, Campaign, and Location.
Klaviyoor swap with your favorite app
5.Add fallback subscriber with consent flags
Integrate Klaviyo and consent tagging tools to add fallback subscribers for non-contactable leads with opt-in flags.
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Explore all sales handoff automations
Accelerate sales handoff with automated lead routing, rep 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
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
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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