Facebook Lead Ad to Instant Follow-Up
Capture new leads, initiate timely communication, and direct inquiries to the right team member.
View workflow details
When a new lead submits a Facebook form, the workflow can create or update a CRM contact, start an eligible SMS follow-up, and assign the inquiry to a sales representative.
Workflow configuration- Trigger: Facebook lead form submission.
- Action: Create or update the CRM contact.
- Action: Send an SMS when consent and messaging rules permit.
- Action: Assign the lead using team routing rules.