1.Find customer by email or phone
Integrate Birdeye and CRM lookup tools to search contacts by email and phone from each form lead.
Create customer records from ad form leads automatically
Automatically monitor new ad lead submissions across Facebook Lead Ads and Birdeye. Create and update customer records when matches are found or missing information appearsβso you can create records, update contacts, and add reporting tags without manual data entry.
How this automation accelerates your customer onboarding
When new lead submissions happen in Facebook Lead Ads, untracked contacts slow follow-up. This automation searches, creates, and updates customer records in Birdeyeβso your team can respond faster with clean CRM data.
Birdeyeor swap with your favorite app
2.Create customer record
Integrate Birdeye and CRM record tools to create a customer record when no match exists.
3.Update customer contact details
Integrate Birdeye and analytics-ready tagging to update missing details and add lead metadata tags.
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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.
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