Create a Google Docs brief for each new Facebook Lead Ads lead
Each new Facebook Lead Ads lead gets its own Google Docs brief with their details and the ad and form they came from, and the link is emailed to your sales inbox. Reps have a ready document for call notes before the first call. After import, pick the Facebook page and form, and set the email address that receives the briefs.
Facebook Lead Ads
Google Docs
Email3 steps Setup ~5 min Used on 2.7k sites Growth Free to import
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Facebook Lead Ads New LeadThe workflow starts automatically when a new lead is created in Facebook Lead Ads. FlowMattic captures that data for the steps below.
- Google Docs Create Document
Google Docs — create a new Google Doc with optional content. Data is mapped from earlier steps; connect your Google Docs account on import.
Email Send EmailEmail — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email account on import.
What you need
- FlowMatticCore
- Facebook Lead Ads AccountAccount
- Google Docs AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
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