1.Captures new lead
Integrate Facebook Lead Ads (for Business admins) and lead intake tools to capture new ad form submissions for CRM deal creation.
Create CRM deal from ad lead form entries
Automatically capture new lead submissions across Facebook Lead Ads, Formatter by Zapier, Google Sheets, Pipedrive, and Slack. Create CRM deals, spreadsheet rows, and sales alerts when new lead submits form, lead details populate, or campaign attribution appearsβso you can qualify leads, create deals, and notify SDRs without manual data entry.
How this automation turns ad leads into CRM deals
When new ad leads enter your lead form workflow, delays can stall follow-up and waste SDR time. This automation formats submission data and creates a spreadsheet row, then creates Pipedrive records and sends a Slack alertβso your team can act fast.
Facebook Lead Ads (for Business admins)or swap with your favorite app
2.Formats lead fields
Integrate Formatter by Zapier and data formatting tools to transform submission timestamps and split submitter email into organization data.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet row
Integrate Google Sheets and reporting sheets to create a row with lead contact fields and campaign attribution.
Google Sheetsor swap with your favorite app
4.Creates CRM organization, person, and deal
Integrate Pipedrive and CRM pipeline tools to create or find the organization and person, then open a linked deal.
Pipedriveor swap with your favorite app
5.Sends sales channel message
Integrate Slack and team notification tools to post a deal summary with person, organization, and campaign context.
Slackor swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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