1.Catches new lead form submissions
Integrate Facebook Lead Ads to catch each new lead form submission and capture core submission values and form identifier.
Create new insurance proposals from social lead forms
Automatically catch new lead form submissions across Facebook Lead Ads, Formatter by Zapier, and Webhooks by Zapier. Create and update proposal records when lead form submitted, campaign tag captured, or contact details entered—so you can parse segments, assign departments, and create proposals without manual follow-up.
How this automation creates proposal-ready records for new leads
When new lead forms submit, delays can cause missed outreach opportunities. This automation catches submissions and parses fields, translates segments to departments, and creates proposal records—so your team can respond immediately.
Facebook Lead Adsor swap with your favorite app
2.Splits text for segment mapping
Integrate Formatter by Zapier to parse form name or campaign tag and map parsed output to a segment key.
Formatter von Zapieror swap with your favorite app
3.Looks up department code
Integrieren Sie Formatter by Zapier and lookup tables to translate the segment key into a department code in fallback.
4.Posts proposal endpoint and creates records
Integrate Webhooks by Zapier to map lead fields to proposal fields and create the proposal record in your proposal system.
Webhooks von Zapieror swap with your favorite app
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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.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
Raphael BochnerGründer und CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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