1.Detect new lead form submission
Integrate Facebook Lead Ads, lead capture tools, and routing rules to create contact-ready inputs from new form submissions.
Create new buyer contacts from social leads for agents
Automatically monitor New Lead form submissions across Facebook Lead Ads and analytics. Create and update contacts when new lead form submissions arrive, lead fields map successfully, or phone formatting completesβso you can create records, capture opt-ins, and tag sources without manual follow-up.
How this automation creates agent-ready contacts
When social lead form submissions come in, delays can cost follow-up speed and consent compliance. This automation formats phone data, creates or updates CRM contacts, and records opt-insβso your team can respond faster and with cleaner records.
Facebook Lead Adsor swap with your favorite app
2.Formats phone number to E.164
Integrate Formatter by Zapier and phone normalization tools to format raw submission phones for consistent CRM matching.
Formatter by Zapieror swap with your favorite app
3.Creates or updates contact
Integrate kvCORE and CRM field mapping to create or update the contact, set status, and apply lead tags and location mapping.
kvCOREor swap with your favorite app
4.Creates follow-up contact record
Integrate Follow Up Boss and contact record tools to create a follow-up contact, add a source note, and apply follow-up tags.
Follow Up Bossor swap with your favorite app
5.Records contact opt-ins
Integrate ChimeMe and consent tracking tools to write call, SMS, and email opt-in records and set consent flags.
Memor swap with your favorite app
6.Optional lead create or update
Integrate Lofty and brokerage alignment tools to optionally create or update a lead record with mapped core fields and tags.
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
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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