1.New lead form submission
Integrate Facebook Lead Ads and social lead tools to detect new form submissions and trigger lead processing
Create new deal from paid social lead into sales pipeline
Automatically monitor new Facebook Lead Ads form submissions across Facebook Lead Ads and Google Sheets. Create and update Pipedrive contacts, deals, and notes using round robin owner lookupβso you can route leads, capture context, and keep pipeline records fresh without manual data entry.
How this automation speeds up CRM lead entry
When a social lead form is submitted, manual handoffs can delay follow-up and pollute CRM records. This automation looks up a round robin owner and creates a Pipedrive person and deal and adds a review noteβso you can respond fast with complete context.
Facebook Lead Adsor swap with your favorite app
2.Looks up next round robin owner
Integrate Google Sheets and analytics tools to look up the next assignee and map lead rows to owners
Google Sheetsor swap with your favorite app
3.Increments round robin turn
Integrate Google Sheets and spreadsheet tools to advance the round robin counter and update ownership turns
4.Creates Pipedrive person
Integrate Pipedrive and contact databases to create a person record and set the looked up owner
Pipedriveor swap with your favorite app
5.Creates deal in pipeline stage
Integrate Pipedrive and pipeline tools to create a deal in the configured stage and map campaign metadata
6.Creates review note
Integrate Pipedrive and messaging tools to create a note and attach submission context for reps
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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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