1.Receives new lead submission
Integrate Facebook Lead Ads and lead form fields to map contact inputs to downstream CRM actions.
Create CRM lead and call card for new forms
Automatically capture new lead submission details across Facebook Lead Ads, Close, Delay by Zapier, Google Sheets, and Trello. Create and update when lead submission arrives or new form data hits or submission timestamp triggersβso you can update CRM leads, assign reps, and create call cards without manual data entry.
How this automation accelerates your lead entry
When new lead submission happens, leads can stall while teams retype fields and chase assignment details. This automation finds or creates CRM leads and updates opportunities while assigning reps and creating Trello call cardsβso you can respond faster.
Facebook Lead Adsor swap with your favorite app
2.Finds or creates lead
Integrate Close and CRM matching tools to find leads by email and return the lead ID.
Closeor swap with your favorite app
3.Updates lead and opportunity
Integrate Close and submission mapping to update lead stage and add opportunity notes from the form.
4.Waits before assignment checks
Integrate Delay by Zapier and timing rules to pause for a configurable window before assignment decisions.
Delay by Zapieror swap with your favorite app
5.Looks up and assigns rep
Integrate Google Sheets and worksheet counters to select the ACTIVE rep with the lowest today count.
Google Sheetsor swap with your favorite app
6.Creates call card
Integrate Trello and task boards to create a card with contact details, notes, and due date.
Trelloor 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.
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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