Leads from ad-platform forms flow instantly into the CRM with their source attached, ending manual exports and giving sales an immediate, complete view.
Typical results
Under 60 sec
From form submission to CRM
0
Manual exports left
100%
Of leads with campaign attribution
24/7
Sync — nights and weekends too
Figures reflect typical results for this kind of automation.
The challenge
The team downloaded lead-ad exports once a day and re-typed them into the CRM. Leads sat untouched for hours, data was inconsistent, and campaign attribution was guesswork.
Before and after
Time for a lead to reach sales
−99%Manual export sessions per week
−100%Leads with reliable attribution
3.3×The automation
We built a Make flow that captures each ad-form submission the moment it arrives, enriches it, tags the campaign and platform as the source, and creates a clean CRM record. The right branch or rep is notified instantly.
How it works
- 01
Form submitted
A prospect completes a lead form on any connected ad platform.
- 02
Instant capture
The flow grabs the submission the moment it arrives — no daily download.
- 03
Enrich and tag
The lead is cleaned, enriched, and tagged with its campaign and platform.
- 04
CRM record created
A complete, consistent record lands in the CRM with the source attached.
- 05
Rep notified
The right branch or rep gets pinged instantly and calls while interest is hot.
Starts from
- Lead ad form
Delivers
- Create CRM record
- Notify sales
The impact
Ad leads now reach sales in under a minute with full source attribution, manual exports have been eliminated, and marketing can finally see which campaigns produce real deals.
Questions about this automation
Which ad platforms does the sync work with?
It works with lead forms on the major ad platforms, such as Facebook, Instagram, LinkedIn and Google, through their official lead APIs. Each connected form is mapped once to the CRM fields, and new forms can be added later without changing the rest of the flow.
How is the right branch or rep chosen?
The flow reads a field from the form, such as the preferred store, service area or product interest, and matches it to a routing table the team keeps. The matching branch or rep gets an instant notification with the lead details and a link to the CRM record. Leads that match no rule go to a default owner.
Will the sync create duplicate contacts in the CRM?
Before creating a record, the flow searches the CRM by email and phone. If the person already exists, it adds the new campaign touch to the existing contact instead of creating a second one. Simple automations like this are usually live within days once the ad accounts and the CRM are connected.