1.Detect new lead form submission
Integrate Facebook Lead Ads and lead capture forms to catch new lead submissions for intake handoff.
Create CRM lead and email project team for follow-up
Automatically detect new lead form submissions across Facebook Lead Ads and Bmby. Send intake emails and update CRM records when leads arriveβso you can assign projects, capture details, and route follow-up without manual paperwork.
How this automation accelerates your lead follow-up
When new lead form submissions arrive, delays can leave leads unassigned and stale. This automation creates CRM leads, sends intake emails, and optionally updates intake stagesβso your team can move fast with accurate handoff context.
Facebook Lead Adsor swap with your favorite app
2.Creates CRM lead record
Integrate Bmby, CRM field mapping tools, and data normalization to create a CRM lead record from ad fields.
Bmbyor swap with your favorite app
3.Sends intake email to coordinators
Integrate Gmail and email automation tools to send a plain-text intake message to configured project recipients.
Gmailor swap with your favorite app
4.Optionally updates intake stage
Integrate Bmby and CRM note tools to set the initial intake stage and append an intake note for handoff.
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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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