Automate Facebook Lead Sync to Google Sheets with Sales Rep Assignment
Automatically transfer new Facebook leads to Google Sheets and assign them to the appropriate sales representative based on location. This workflow optimizes lead management for teams with regional sales reps, ensuring efficient and timely follow-ups.
This workflow captures new leads from Facebook Lead Ads and records them in a Google Sheets document. It then filters these leads by location to assign the correct sales representative. If a matching sales rep is found, an email notification is sent to the rep with lead details. If no rep is available for the location, a notification is sent to a default email address, and the lead is marked accordingly in the spreadsheet.
- Platform
- Make
- Category
- CRM - Sales
- Price
- $4.99
- Creator
- Fred Garcia
- leadManagement
- automation
- googleSheets
- facebookLeadAds
- emailNotification
How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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