1.Monitor new lead submissions
Integrate Facebook Lead Ads and lead capture tools to watch for new lead submissions and route standard contact creation.
Create CRM contacts and enroll leads into outreach
Automatically capture new lead submissions from Facebook Lead Ads across kvCORE, ChimeMe, and Follow Up Boss and Lofty. Create and update outreach-ready records when new leads arrive, emails populate, or phone details are presentβso you can create CRM contacts, seed call and text outreach, and apply campaign tags without manual data entry.
How this automation accelerates outreach-ready contacts
When new leads arrive from Facebook Lead Ads, delayed records can slow follow up and reduce conversions. This automation creates CRM contacts and enrolls leads by mapping fields across kvCORE, ChimeMe, and Follow Up Bossβso your team can act at the peak of intent.
Facebook Lead Adsor swap with your favorite app
2.Creates CRM contact record
Integrate kvCORE and contact mapping to create a contact record, map name and email, and set NEW status and campaign tags.
kvCOREor swap with your favorite app
3.Creates outreach lead action
Integrate ChimeMe and outreach tools to create an outreach-enabled lead record, map fields, and enable call, text, and email opt ins.
Memor swap with your favorite app
4.Logs contact with routing tag
Integrate Follow Up Boss and routing tools to create or log a contact and add the campaign tag for agent routing.
Follow Up Bossor swap with your favorite app
5.Creates lead in Lofty
Integrate Lofty and lead syncing tools to mirror the contact into Lofty and add it to the configured lead group.
Loftyor swap with your favorite app
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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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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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