For law firms: create Salesforce intake records from ad leads

Intake coordinators at law firms miss ad leads in social forms, risking delayed screening and lost clients. Zapier creates Salesforce intake records from each form so staff start screening.

Overview

Law firms lose potential clients when social ad leads aren't captured and routed for intake. This workflow converts every social ad form into a Salesforce intake record and notifies intake staff, turning ad responses into actionable cases. Teams report faster response times and fewer manual entry errors.

Notable Features

Create Salesforce intake records
Notify intake staff immediately
Prevent duplicate client entries