1.Captures new form submissions
Integrate Facebook Lead Ads and social lead sources to catch new form submissions and forward them into the workflow.
Create CRM contact and rental lead record from social form
Automatically catch new lead submissions across Facebook Lead Ads and route them into Pipedrive and Formatter by Zapier. Create and update rental contact records and deals when social form submitted, email captured, or rental inquiry receivedβso you can standardize fields, match or create contacts, and launch rental leads without manual data entry.
How this automation creates CRM contacts fast
When new social rental leads come in, delays can stall responses and lose qualified renters. This automation catches Facebook Lead Ads submissions, normalizes data, finds or creates people, and creates rental dealsβso your team can act immediately.
Facebook Lead Adsor swap with your favorite app
2.Normalizes contact fields
Integrate Formatter by Zapier, data cleaning tools, and phone formatting rules to normalize standardized name, email, and phone fields.
Formatter by Zapieror swap with your favorite app
3.Finds person by email
Integrate Pipedrive and CRM search to search for an existing person using the standardized email and return the first match.
Pipedriveor swap with your favorite app
4.Creates person record
Integrate Pipedrive and CRM records to create a person when no match is found and map standardized fields.
5.Creates rental deal
Integrate Pipedrive and deal tracking tools to create a rental deal, set the rental leads stage, and assign ownership.
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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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