1.Detect new lead or lead update
Integrate LeadSquared and CRM events to detect new or updated leads and route them for downstream processing.
Send new lead events to ad measurement platform
Automatically monitor new lead or lead update events across LeadSquared and Facebook Conversions. Create and update when lead created, lead updated, or lifecycle stage changesβso you can normalize contact identifiers, send funnel event payloads, and keep audiences current without manual reconciliation.
How this automation powers ad attribution accuracy
When new lead or lead update events occur, attribution and audience data can drift and reporting gets harder to reconcile. This automation formats contact identifiers and sends funnel events to your ads measurement endpointβso your team can trust audience targeting with less manual work.
LeadSquaredor swap with your favorite app
2.Normalize contact identifiers and phone
Integrate Formatter by Zapier and data formatting tools to normalize identifiers and lifecycle labels for the event payload.
Formatter by Zapieror swap with your favorite app
3.Send Funnel Event to ads endpoint
Integrate Facebook Conversions and event payload mapping to send funnel events with lifecycle parameters and source tagging.
Facebook Conversionsor swap with your favorite app
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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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