1.Detect new lead submission
Integrate Facebook Lead Ads and sales intake tools to capture inbound lead form submissions to trigger CRM creation.
Create CRM deal and log paid social leads to sheet
Automatically capture new lead form submissions across Facebook Lead Ads and sales data tools. Create CRM deals and tracking rows, map platforms to owners, and find or create contactsβso you can follow up fast without manual data entry.
How this automation creates CRM deals from new leads
When new lead form submissions arrive, missed or delayed entries can stall follow-up. This automation reads sheet variables, maps platforms to owners, and creates CRM people and dealsβso your team can act quickly.
Facebook Lead Adsor swap with your favorite app
2.Reads owner lookup variables
Integrate Google Sheets and spreadsheet tools to pull distribution and variable rows to resolve a candidate owner from the lead.
Google Sheetsor swap with your favorite app
3.Maps platform to internal code
Integrate Formatter by Zapier and data mapping tools to look up platform mapping codes to assign a default owner when needed.
Formatter by Zapieror swap with your favorite app
4.Appends tracking row
Integrate Google Sheets and spreadsheet tools to create a new tracking row to log timestamp, contact, and source details.
5.Finds or creates person
Integrate Pipedrive and CRM contact tools to search by email and create a person to ensure every lead has a contact record.
Pipedriveor swap with your favorite app
6.Creates a deal
Integrate Pipedrive and CRM deal tools to create a deal and set owners and custom fields to enable downstream reporting.
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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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David Laderberg, VP of Sales
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