Facebook Lead to CRM & Follow-Up Flow

Description

Seamlessly onboard leads captured via Facebook by integrating Sangam CRM, Gmail, Slack, Asana, and Google Sheets. This workflow ensures each new lead is fully logged, notified, and backed up—while instantly ushering in collaborative sales follow-up.

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Trigger

• Type: Service trigger
• Purpose: The workflow initiates when a specified service event is received (for example, upon a new Facebook lead capture via integration).

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Actions

1. Create a New Lead in Sangam CRM

• Purpose: Automatically create a new contact record in Sangam CRM with detailed lead attributes and context—including contact, company, demographic, and business details (fields such as name, address, loan information, age, status, etc.).
• Plugin: Sangam CRM
• Fields filled: Numerous fields including first_name, last_name, phone, email, lead_source, status, etc., ensure the lead profile is fully captured at point of entry.

2. Send Confirmation Email

• Purpose: Sends an immediate confirmation email to the prospective lead—letting them know their inquiry has been received.
• Plugin: Gmail
• Fields filled: Recipient set to abhijeet@viasocket.com with subject and body ('test'), message sent as plain text.

3. Notify Your Team on Slack

• Purpose: Instantly notify your sales (or relevant) team on Slack for rapid awareness and further action.
• Plugin: Slack
• Fields filled: Message sent to channeltest (C08QDQXJNG4) as viaSocket bot, contents set to "ss".

4. Create a Task for Your Sales Team in Asana

• Purpose: Generates a follow-up task in Asana so your sales team can track and act on the new lead.
• Plugin: Asana
• Fields filled: Task labeled 'hhh' created in workspace viasocket.com (1206998983849591).

5. Add New Row for Backup in Google Sheets

• Purpose: Inserts a new row in your designated Google Sheets tab for easy backup and spreadsheet-based tracking or analysis.
• Plugin: Google Sheets
• Fields filled: Entry added to sheet Form responses 1 in the Team Neelam spreadsheet.

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Workflow Summary

This end-to-end automation ensures every new lead is integrated with your CRM, acknowledged by email, immediately visible to your team, assigned as a task for follow-up, and securely backed up in your records. Perfect for scaling your lead response and follow-up operations.

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Connected Apps

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Use this workflow to accelerate your sales pipeline, improve internal transparency, and never miss or lose a lead again!