1.Detects new lead form submissions
Integrate Facebook Lead Ads and form data mapping tools to parse submission fields and normalize lead contact values.
Create instant sales quotes from ad form leads
Automatically detect new lead form submissions from Facebook Lead Ads across Facebook lead and quoting setup data. Create instant sales quotes by formatting date and validating phone, then posting a pre filled quote request to your quoting API endpointβso you can respond without manual quote entry.
How this automation creates instant sales quotes
When ad form leads arrive without ready quote payloads, response times slip and follow up gets inconsistent. This automation captures Facebook lead submissions, formats quoting fields, retrieves tokens, and posts quote requestsβso your team can act fast on every lead.
Facebook Lead Adsor swap with your favorite app
2.Formats lead created date
Integrate Formatter by Zapier and date handling tools to convert the created timestamp into a token friendly date.
Formatter by Zapieror swap with your favorite app
3.Validates and formats phone number
Integrate Formatter by Zapier and phone validation tools to convert the source phone into E 164 style format.
4.Finds token record by date
Integrate Zapier Tables and token lookup tools to find the auth token row matching the formatted date token.
Zapier Tablesor swap with your favorite app
5.Posts quote request to quoting API
Integrate Webhooks by Zapier and API request tools to post the quote payload and include the returned token header.
Webhooks by Zapieror swap with your favorite app
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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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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