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Lead Management

Paid Ads Lead → Instant SMS

Response time is the largest single lever on conversion rate for local and service businesses. This workflow texts the lead immediately, notifies you, and logs the lead with the campaign that produced it so you can see which spend actually converts.

7 stepsRequires Zapier Starter or higher20 minMedium
Facebook Lead AdsTwilioSlackGoogle SheetsFormatter by ZapierDelay by Zapier

What you get

Leads get a personal text within a minute of clicking.
You know which campaign generated each lead.
Unanswered leads get a second touch instead of being forgotten.

Workflow blueprint

FL
When this happens
Facebook Lead AdsNew Lead
1FO
Formatter by ZapierText — Format Phone Number
2TW
TwilioSend SMS
3SL
SlackSend Channel Message
4GS
Google SheetsCreate Spreadsheet Row
5DE
Delay by ZapierDelay For
6TW
TwilioSend SMS

The full blueprint — every field mapping, example value and the written copy for each message — is included with purchase.

Getting it into Zapier

Build this one from the recipe. The blueprint gives you the exact trigger, action events and field mapping for all 7 steps, so it is a copy-and-paste job rather than a design job.

You need your own Zapier account. Zapier’s Free plan runs single-step Zaps only; multi-step Zaps need a paid plan, and Paths and Webhooks need Professional. How this works →

Not on Zapier?

n8n — import and go

An n8n workflow JSON ships with this template. Import it and all 7 steps arrive on the canvas wired in order, and 5 of the 7 nodes arrive with their fields already filled in — the subject lines, the message copy, the delays, the column names. Every step maps to a native n8n node.

What an import cannot carry is your credentials, and the IDs that only exist inside your own account — which spreadsheet, which channel, which board. Those stay in a sticky note under the node, listing what is already done so you do not retype it, and what is left so you can see it.

Make — build guide

A Make-specific guide ships with this template: every module in order, every field value, and the concept translations that catch people out — filters live on the links between modules, and the schedule lives on the scenario rather than in a trigger module.

Self-hosted n8n has no per-task fee, which is worth knowing if this workflow runs at volume. Platform coverage →

Setup steps

1
Capture the lead-ad submission

Configure this step using the field mapping in the blueprint.

2
Normalise the phone number

Configure this step using the field mapping in the blueprint.

3
Text the lead immediately

Configure this step using the field mapping in the blueprint.

4
Alert your team channel

Configure this step using the field mapping in the blueprint.

5
Log the lead with its campaign

Configure this step using the field mapping in the blueprint.

6
Send a second nudge after a day

Configure this step using the field mapping in the blueprint.

Implementation notes

  • Check local rules on unsolicited SMS. A lead-ad submission is generally consent, but the form should state that you will text.
  • Google Lead Form Extensions, TikTok Lead Generation and LinkedIn Lead Gen Forms all substitute for the Facebook trigger.
  • Add a filter before the second SMS to skip leads whose sheet status has changed to Booked.