1.Detects new converted leads
Integrate Freshsales and lead management tools to watch for new converted leads in the configured view.
Send lead lifecycle events to ad tracking for attribution
Automatically watch for new converted leads in Freshsales across Facebook Conversions. Send Funnel Events when qualifying lifecycle stage matches and email or phone is presentβso you can improve attribution, align ad-side stages, and verify CRM to ad match without manual reporting.
How this automation improves your ad attribution match
When converted leads need to show up in ads fast, delays can break attribution and distort reporting. This automation watches Freshsales for converted leads, filters and normalizes identifiers, and sends lifecycle stage funnel eventsβso your team can measure accurately without manual exports.
Freshsales Classicor swap with your favorite app
2.Filters qualifying lifecycle records
Integrate Filter by Zapier and automation rules to continue only for the configured lifecycle stage and valid email or phone.
Filter by Zapieror swap with your favorite app
3.Normalizes contact identifiers
Integrate Formatter by Zapier and contact normalization tools to format phone and clean email for event mapping.
Formatter by Zapieror swap with your favorite app
4.Sends funnel event for lifecycle stage
Integrate Facebook Conversions and conversion tracking tools to send funnel events with email, phone, and lifecycle stage.
Facebook Conversionsor swap with your favorite app
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Clarify campaign ROI with automated conversion capture, revenue mapping, and attribution reporting
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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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