Integrate Facebook Lead Ads with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Leads from Form from Facebook Lead Ads forms when When a new contract agreement is created in Concord CLM
List Lead Forms from Facebook Lead Ads when When a new contract agreement is created in Concord CLM
Get Lead Form by ID from Facebook Lead Ads when When a new contract agreement is created in Concord CLM
Get Lead By ID from Facebook Lead Ads when When a new contract agreement is created in Concord CLM
Create Organization in Concord CLM when New Lead Submitted in Facebook Lead Ads
Start from a real workflow other teams are already running.
Facebook Lead Ads
When this happens...
New Lead Submitted
New Lead Submitted -Scheduled
Concord CLM
Automatically do this!
Create Organization
Create Executed Document
List Organizations
List Organization Folders
Find Agreements
List Leads from Form from Facebook Lead Ads forms when When a new contract agreement is created in Concord CLM
Use this flowList Lead Forms from Facebook Lead Ads when When a new contract agreement is created in Concord CLM
Use this flowGet Lead Form by ID from Facebook Lead Ads when When a new contract agreement is created in Concord CLM
Use this flowGet Lead By ID from Facebook Lead Ads when When a new contract agreement is created in Concord CLM
Use this flowCreate Organization in Concord CLM when New Lead Submitted in Facebook Lead Ads
Use this flowCreate Executed Document in Concord CLM when New Lead Submitted in Facebook Lead Ads
Use this flowList Organizations in Concord CLM when New Lead Submitted in Facebook Lead Ads
Use this flowList Organization Folders in Concord CLM when New Lead Submitted in Facebook Lead Ads
Use this flowFind Agreements in Concord CLM when New Lead Submitted in Facebook Lead Ads
Use this flowCreate Organization in Concord CLM when New Lead Submitted -Scheduled in Facebook Lead Ads
Use this flowEverything you can automate between Facebook Lead Ads and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Lead Submitted
Runs the workflow automatically whenever a new lead is submitted through any selected Facebook Lead Ads form on the connected Page.
Runs the workflow automatically when a new contract agreement is created in Concord.
Action is the task that follows automatically within your Facebook Lead Ads integrations.
Get one page of leads from the selected lead form, with optional limit/offset pagination and a next-page cursor.
Get lead forms from Facebook
Get lead form details by ID
Retrieve a Facebook lead by ID
Create a new organization. Optionally set a description, parent organization, job title, and send invitation emails with a custom title or message.
Create an executed (signed and finalized) document by template or without template in the organization.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Automate the process of capturing and managing leads from Facebook. Seamlessly integrate your Facebook lead generation campaigns with your CRM or email marketing tools to ensure no potential customer is missed.
Learn moreConcord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
Learn moreSign up for a free viaSocket account, then authorize both your Facebook Lead Ads and Concord CLM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Facebook Lead Ads and Concord CLM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Concord CLM . No coding required.
Yes. You can set up a workflow where Facebook Lead Ads triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in Facebook Lead Ads. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Facebook Lead Ads and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Facebook Lead Ads and Concord CLM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.