1.Detect new lead form submission
Integrate Facebook Lead Ads (for Business admins) and lead intake forms to capture new lead details for creating downstream records.
Create CRM contacts and deals from social leads
Automatically parse new lead submissions into CRM-ready contact data across Facebook Lead Ads, ManyChat, and Pipedrive. Create and update when lead form data lands, phone normalization completes, or campaign source tagging appliesβso you can create contacts, open deals, and log reporting rows without manual data entry.
How this automation creates CRM contacts and deals
When new lead submissions come in, leads can stall due to manual parsing and inconsistent records. This automation formats fields, creates ManyChat subscribers, and builds Pipedrive people and deals while logging each leadβso your team can follow up fast.
Facebook Lead Ads (for Business admins)or swap with your favorite app
2.Split and format submitted fields
Integrate Formatter by Zapier and data formatting tools to split names, format dates, and normalize phone for CRM and messaging.
Formatter by Zapieror swap with your favorite app
3.Create subscriber from parsed fields
Integrate ManyChat and messaging subscriber tools to create a subscriber with opt-ins and consent details.
Manychator swap with your favorite app
4.Add campaign tag to subscriber
Integrate ManyChat and lead segmentation tools to apply the configured campaign tag for routing and grouping.
5.Create or match CRM person
Integrate Pipedrive and CRM contact matching to create a person or match by email with normalized phone.
Pipedriveor swap with your favorite app
6.Create deal linked to person
Integrate Pipedrive and pipeline configuration to create a new deal linked to the person and set status to open.
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
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.
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