1.Captures lead submission
Integrate Facebook Lead Ads and lead form intake tools to capture the buyer submission and map source fields to variables for CRM entry.
Add social buyer leads to CRM and notify agent
Automatically capture new lead submission data across Facebook Lead Ads and CRM tools. Create and update when phone formatting finishes, buyer leads get created, and agents are notifiedβso you can route faster and log details without manual data entry.
How this automation speeds up buyer lead follow-up
When new social ad buyer submissions come in, leads can stall and follow-up slips. This automation captures fields, formats phone numbers, creates CRM leads, and emails the agentβso you can respond at intent peak.
Facebook Lead Adsor swap with your favorite app
2.Maps submission contact fields
Integrate Facebook Lead Ads and data mapping tools to set contact name, email, phone, and ad metadata for lead creation.
3.Formats phone for CRM
Integrate Formatter by Zapier and phone formatting tools to format the raw phone and produce a truncated national digits value.
Formatter by Zapieror swap with your favorite app
4.Creates buyer lead record
Integrate CINC and CRM lead tools to add a buyer lead with mapped fields, including source and lead type.
CINCor swap with your favorite app
5.Waits before notifying
Integrate Delay by Zapier and automation timing tools to pause for three minutes before sending the agent email.
Delay by Zapieror swap with your favorite app
6.Sends agent notification email
Integrate Gmail and email templates to notify the configured agent inbox with contact details and a lead link placeholder.
Gmailor swap with your favorite app
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Add ad form leads to CRM with cleaned phones
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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