1.Monitor new lead submissions
Integrate Facebook Lead Ads and lead form data to catch new submission fields to centralize lead intake data.
Create CRM lead and schedule follow-up task from social
Automatically capture new lead submissions across Facebook Lead Ads and webCRM. Create and schedule follow-ups when new leads arriveβso you can build CRM records, assign call tasks, and reduce manual follow-up without manual routing.
How this automation schedules follow-ups for new leads
When new lead submissions happen, delays can cause missed opportunities and stalled outreach. This automation creates organisation records and person records, then schedules call activitiesβso your team can follow up quickly.
Facebook Lead Adsor swap with your favorite app
2.Creates organisation record
Integrate webCRM and CRM contact fields to create an organisation record to map name, email, and address data.
webCRMor swap with your favorite app
3.Creates and links person record
Integrate webCRM and contact mapping tools to create a person record to link it to the organisation and set lead source flags.
4.Schedules call activity
Integrate webCRM and activity scheduling tools to create a scheduled call task to assign to the configured owner or leads queue.
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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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