1.Detect new lead submission
Integrate Facebook Lead Ads to detect new lead submission and trigger quote intake processing.
Create sales quote requests from social lead forms
Automatically capture new lead submissions across Facebook Lead Ads and enrich lead details using Formatter by Zapier. Create quote requests when submissions arrive, phone formats validate, or zones resolveβso you can enrich data, generate intake payloads, and send requests without manual paperwork.
How this automation creates faster quote requests
When new lead submissions happen, delays can slow same-day follow-up and increase missed quotes. This automation formats lead fields, looks up routing tokens, and posts quote requestsβso your team can respond faster.
Facebook Lead Adsor swap with your favorite app
2.Formats submission date
Integrate Formatter by Zapier and date formatting tools to format created time into a local submission date for token lookup.
Formatter by Zapieror swap with your favorite app
3.Formats lead phone
Integrate Formatter by Zapier and phone validation tools to validate and format the lead phone for routing readiness.
4.Extracts zone identifier
Integrate Formatter by Zapier and text parsing tools to extract the showroom selection into a numeric zone identifier.
5.Finds routing tokens
Integrate Zapier Tables and token lookup tables to find matching records and return the first token for API calls.
Zapier Tablesor swap with your favorite app
6.Posts quote request payload
Integrate Webhooks by Zapier and API request tools to post lead fields, auth header, and zone to create a quote request.
Webhooks by Zapieror swap with your favorite app
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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.
See how teams are automating with Zapier (and loving it!)
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