Zapier Workflows for Ad Lead Management
Zapier Workflows for Ad Lead Management
You generate a Facebook Lead. It sits in a CSV file. You download it 4 hours later. You call. They don't answer. You just wasted your money. Speed to Lead is everything.
The Must-Have Zap
Trigger: Facebook Lead Ads (New Lead) Action 1: CRM (HubSpot/Salesforce) -> Create Contact. Action 2: Slack -> DM Sales Rep "New Lead! Call Now! [Phone Number]". Action 3: SMS (Twilio) -> Send text to Lead: "Hey [Name], just got your request. 2 min chat?"
Round Robin Logic
If you have 5 sales reps, you can't send all leads to one. Zapier's "Paths" or "Code Step" can distribute leads. Lead 1 -> Rep A. Lead 2 -> Rep B. Lead 3 -> Rep C.
Error Handling
APIs fail. Make sure you have a step that writes to a backup Google Sheet. If the CRM is down, you still have the data safe in a spreadsheet.