1.Captures new lead from form
Integrate Facebook Lead Ads and lead capture tools to trigger the workflow and start contact validation.
Add paid social leads to nurture and SMS follow-up
Automatically capture new leads from Facebook Lead Ads across CRM and email marketing tools. Create and update contacts and scheduled SMS and WhatsApp follow-ups when new lead captured, phone formatted, and details extractedβso you can route outreach instantly without manual lead entry.
How this automation accelerates your CRM follow-up
When new lead submissions arrive from Facebook Lead Ads, leads can stall before they reach the right place. This automation extracts lead details, updates CRM and subscriber records, and schedules SMS and WhatsApp follow-upsβso your team can act immediately on captured intent.
Facebook Lead Adsor swap with your favorite app
2.Extracts and normalizes name and phone
Integrate Formatter by Zapier and data formatting tools to parse names and format phone numbers for downstream use.
Formatter by Zapieror swap with your favorite app
3.Adds or updates subscriber
Integrate Mailchimp and email marketing tools to add or update subscriber details for the ad source audience.
Mailchimpor swap with your favorite app
4.Creates person and deal
Integrate Pipedrive and CRM tools to find or create the person, then create a deal with source metadata.
Pipedriveor swap with your favorite app
5.Creates contact for rep lookup
Integrate Google Contacts and address book tools to create a contact for rep lookup.
Google Contactsor swap with your favorite app
6.Schedules SMS and WhatsApp follow-ups
Integrate JustCall and Wati and messaging scheduling tools to schedule SMS and WhatsApp follow-ups with mapped parameters.
JustCallor swap with your favorite app
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Add 7-day trial signups to CRM and notify team
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Add abandoned cart shoppers to CRM contact list
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Add abandoned checkout details to contact record for events
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Add accepted lead to CRM and alert sales
Your accepted campaign signups often lack phone context, leaving reps unable to call and prioritize warm prospects. Add the contact to CRM and alert sales so calls happen same day.
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Add accepted outreach contacts to CRM contact list
You miss accepted social outreach contacts in your intake, leaving reps without context and slowing follow-up. The contact is added and routed to sales for follow-up within minutes.
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Add accepted outreach responders to CRM with note
Accepted outreach responses sit outside your CRM and leave reps without contact records or context. Create or update contacts with an internal engagement note so reps can follow up same day.
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Add accepted professional connections to CRM and sheets
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Add accepted proposals to client contact records automatically
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Add accepted social connections into CRM contacts list
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Add accepting inbox senders to contact intake pipeline
Your inbound acceptance emails lack structured contact records, scattering follow-up context across threads. Add those senders into your intake so campaign and support staff can follow up same day.
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Add accounting customer ID to CRM contact record
You lose time when QuickBooks customers lack CRM links, leaving invoices and client files disconnected. This links accounting IDs to contact records so billing and intake reconcile before invoicing.
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Add accredited partner survey responses to CRM contacts
Your partner accreditation survey responses lack CRM context and require manual lookups. Adds or updates partner contacts so program managers can start outreach same day.
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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!)
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