1.Captures new lead submission
Integrate Facebook Lead Ads and form data tools to capture submission fields to centralize lead enquiry data.
Create CRM enquiry and notify assigned agent and lead
Automatically capture new lead submissions across Facebook Lead Ads. Send SMS and email, then create CRM enquiry records and notify the assigned agentβso you can follow up instantly without manual data entry.
How this automation creates CRM enquiries fast
When new lead submissions land, slow entry can delay follow-up and reduce conversions. This automation standardizes lead fields, creates CRM enquiry records, and notifies assigned agentsβso your team can respond quickly.
Facebook Lead Adsor swap with your favorite app
2.Standardizes name and date fields
Integrate Formatter by Zapier and transformation tools to map name and created timestamp formats to prepare messages.
Formatter by Zapieror swap with your favorite app
3.Reads round robin index key
Integrate Storage by Zapier and configuration tools to fetch the current index for agent lookup.
Storage by Zapieror swap with your favorite app
4.Computes next agent index
Integrate Code by Zapier and routing logic tools to calculate the incremented index for agent rotation.
Code by Zapieror swap with your favorite app
5.Looks up agent contact row
Integrate Google Sheets and contact tables to map the round robin result into agent full name, email, and mobile.
Google Sheetsor swap with your favorite app
6.Sends SMS to the lead
Integrate TNZ and messaging tools to send SMS to the lead using the standardized name and info pack.
TNZor swap with your favorite app
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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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