Create Sangam CRM leads from new Facebook Lead Ads submissions
Automatically turn every new Facebook Lead Ads submission into a Sangam CRM lead—cleaning up the contact name and standardizing the phone number to keep your CRM accurate.
By Sujal Rai
Installed by 1 users
Create Sangam CRM leads from new Facebook Lead Ads submissions
Create Sangam CRM leads from new Facebook Lead Ads submissions
Introduction
Connect Facebook Lead Ads with Sangam CRM so every new form submission is instantly captured as a lead in your CRM. This workflow also formats the lead’s name and trims the phone number to the last 10 digits for consistent, searchable records.
Benefits
- Eliminates manual copying from Facebook leads into Sangam CRM
- Keeps lead names cleaner and more consistent (split into first/last name formatting)
- Standardizes phone numbers (last 10 digits) for better matching and follow-ups
- Helps sales teams respond faster while reducing data-entry errors
Trigger Event
When a new lead is submitted through Facebook Lead Ads (from a selected Page and Lead Form, or all forms).
Actions
- The workflow takes the submitted full name and phone number and processes them to create a clean first name, last name, and a standardized phone number (last 10 digits).
- It then creates a new Lead in Sangam CRM using the formatted name and phone number mapping (e.g., name → Lead Name, phone → Lead Number).
- Your CRM is updated instantly so your sales team can start follow-up without delay.
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Frequently Asked Questions
This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.
No. You can install and customize this template without writing any code. Everything is done through simple configuration.
Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.
Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.
Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.
You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.
