1.Monitor new lead submissions
Facebook Lead Ads to catch each new submission and capture raw contact and answer fieldsとthe lead timestamp to collect booking inputs.の統合
Create booked site visits from social ad lead forms
Automatically monitor new lead submissions across Facebook Lead Ads and ServiceTitan. Parse lead details, generate booking summaries, and create scheduled site visit bookings—so you can reduce manual follow up, speed up dispatching, and keep job info accurate without paperwork.
How this automation creates scheduled site visits
When new ad leads arrive with unstructured contact and answer fields, manual entry can delay site visits. This automation catches submissions, normalizes and summarizes answers, then creates ServiceTitan bookings—so your team can confirm scheduling faster without spreadsheet work.
Facebook Lead Adsor swap with your favorite app
2.Parses and normalizes contacts
Integrate Formatter by Zapier and data formatting tools to parse full name, normalize phone to E.164, and extract address parts to standardize customer details.
Formatter by Zapieror swap with your favorite app
3.Summarizes answers into job brief
Integrate AI by Zapier and summarization tools to convert source answers into a concise job summary with scope, areas, and requested timing to improve clarity.
AI by Zapieror swap with your favorite app
4.Creates site visit booking
Integrate ServiceTitan and scheduling tools to create a booking with customer, job address, job summary, and ad source details to schedule dispatchable visits.
ServiceTitanor swap with your favorite app
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Explore all customer site visit management automations
Coordinate customer site visits with automated scheduling, dispatch updates, and visit logging
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ステップ 1
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ステップ 2
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ステップ 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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