1.Catches each new lead submission
Integrate Facebook Lead Ads (for Business admins) and intake forms to ingest submitted lead fields and start CRM entry.
Create person account and participant record from lead
Automatically catch new lead submissions across Facebook Lead Ads (for Business admins) and Salesforce. Create and update person accounts and participant records when phone formatting completes, email matches, or intake answers arriveβso you can standardize contacts, attach intake responses, and keep CRM entries current without manual data entry.
How this automation accelerates lead intake
When new lead submissions arrive, delays can stall intake and create messy CRM duplicates. This automation formats phone data, finds or creates person accounts, and updates participant recordsβso your team can act on leads faster.
Facebook Lead Ads (for Business admins)or swap with your favorite app
2.Formats phone to E.164
Integrate Formatter by Zapier and phone formatting tools to standardize the phone number format for CRM use.
Formatter by Zapieror swap with your favorite app
3.Finds matching person account
Integrate Salesforce and CRM search tools to find an existing person account or contact by email.
Salesforceor swap with your favorite app
4.Creates person account on no match
Integrate Salesforce and CRM record creation tools to create a new person account when no match is found.
5.Delays then updates participant record
Integrate Delay by Zapier and CRM update tools to wait, locate the participant record, and update intake answers.
Delay by Zapieror 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.
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