1.Captures new lead form payload
Integrate Facebook Lead Ads and data mapping tools to capture the incoming form payload and map core lead fields to the workflow input.
Create CRM leads from paid social signups for admissions teams
Automatically capture new lead signups from Facebook Lead Ads across paid social campaigns. Create and update when program selection changes, new contact details arrive, or email matches are missingβso you can normalize data, route ownership, and create CRM leads without manual data entry.
How this automation creates CRM leads from paid social
When new leads land from Facebook Lead Ads, delays can slow follow up and waste paid acquisition. This automation normalizes contact details, routes by program, and creates Microsoft Dynamics 365 CRM leadsβso your team can act quickly on every signup.
Facebook Lead Adsor swap with your favorite app
2.Normalizes contact data
Integrate Formatter by Zapier and data formatting tools to format phone numbers and standardize email casing in the lead payload.
Formatter by Zapieror swap with your favorite app
3.Branches by program selection
Integrate Paths by Zapier and routing rules to branch by the captured program field and continue only for qualifying records.
Paths by Zapieror swap with your favorite app
4.Creates CRM lead record
Integrate Microsoft Dynamics 365 CRM and CRM field mapping to create a lead, set program lookup, attach campaign metadata, and assign owner.
Microsoft Dynamics 365 CRMor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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