1.Captures new lead submissions
Integrate Facebook Lead Ads and lead intake forms to capture new leads and to create the starting point for logging and routing.
Create CRM deal from new lead with owner alert
Automatically monitor new lead submissions across Facebook Lead Ads and Google Sheets. Send owner alerts and create CRM deals by linking new leads to assigned owners, so you can reduce manual follow-up and keep pipeline moving.
How this automation creates CRM deals from leads
When new lead submissions arrive, delays can leave deals unassigned and owners unaware. This automation looks up the right owner, logs lead details, creates CRM records, and sends owner email alertsβso your team can act fast.
Facebook Lead Adsor swap with your favorite app
2.Looks up owner metadata
Integrate Google Sheets and lookup tables to lookup owner metadata for each lead and to map owner assignment keys.
Google Sheetsor swap with your favorite app
3.Creates a leads worksheet row
Integrate Google Sheets and spreadsheet tracking tools to create a new leads row and to log lead submission details.
4.Finds or creates a person
Integrate Pipedrive and CRM contact tools to find or create a person and to attach lead contact details.
Pipedriveor swap with your favorite app
5.Creates a deal for the pipeline
Integrate Pipedrive and CRM deal records to create a deal in the pipeline and to assign the deal owner.
6.Sends owner alert email
Integrate Gmail and email notification tools to send an owner alert and to notify the assigned owner about the new deal.
Gmailor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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