Sign in Start free
  • AI-Agent
  • Ready to Run

Prepare Ad Leads

Clean contact details and route CRM leads for sales follow-up

Use this Agent instantly or customize it - no programming needed

Prepare each ad form lead for sales follow-up
Reads
  • Ad form lead
    Ad form lead

    Your new ad lead includes submitted contact details, its source, and its current owner.

  • Handoff rules
    Handoff rules

    Your handoff rules set contact requirements, sales routing, review ownership, and task timing.

Sales CRM
Sales CRM

Your sales CRM brings in ad leads and stores their owners, statuses, and linked tasks.
Sales CRM
Are required contact details missing or unclear?YesNo
Save clear fixes, assign the review owner, set review status, and create a task
Writes
  • Contact details
    Contact details

    Your lead keeps submitted values except for clear corrections, such as extra whitespace.

  • Lead owner
    Lead owner

    Your lead goes to a sales rep or the review owner under your handoff rules.

  • Lead status
    Lead status

    Your lead shows ready or review status, with a reason when it needs review.

  • Linked task
    Linked task

    Your lead owner gets a linked follow-up or review task with your chosen due interval.

  • Run result
    Run result

    Your run result confirms the owner, status, and IDs or gives the exact CRM error.

Save cleaned contact details and apply the lead assignment rule
Writes
  • Contact details
    Contact details

    Your lead keeps submitted values except for clear corrections, such as extra whitespace.

  • Lead owner
    Lead owner

    Your lead goes to a sales rep or the review owner under your handoff rules.

Did a lead write fail?YesNo
Report the Lead ID and CRM error
Writes
  • Run result
    Run result

    Your run result confirms the owner, status, and IDs or gives the exact CRM error.

Did the assignment rule leave no sales owner?YesNo
Assign the review owner, set review status, and create a review task
Writes
  • Lead owner
    Lead owner

    Your lead goes to a sales rep or the review owner under your handoff rules.

  • Lead status
    Lead status

    Your lead shows ready or review status, with a reason when it needs review.

  • Linked task
    Linked task

    Your lead owner gets a linked follow-up or review task with your chosen due interval.

  • Run result
    Run result

    Your run result confirms the owner, status, and IDs or gives the exact CRM error.

Verify the sales owner, set ready status, and create a follow-up task
Writes
  • Lead status
    Lead status

    Your lead shows ready or review status, with a reason when it needs review.

  • Linked task
    Linked task

    Your lead owner gets a linked follow-up or review task with your chosen due interval.

  • Run result
    Run result

    Your run result confirms the owner, status, and IDs or gives the exact CRM error.

This Agent starts when an ad form lead reaches your CRM. It checks contact details and routes the lead. You get a clear status and a linked follow-up or review task.

Modify Agent

Customize this Agent to fit your needs using natural language.

Start Agent for Free

Enter your email address and we will send you a secure link to continue.

Airtable
Used as:
Show all Agents working with Airtable
Salesforce
Used as:
Show all Agents working with Salesforce
monday.com
Used as:
Show all Agents working with monday.com
Asana
Used as:
Show all Agents working with Asana
Zoho CRM
Used as:
Show all Agents working with Zoho CRM
Follow Up Boss
Used as:
Show all Agents working with Follow Up Boss
Kommo
Used as:
Show all Agents working with Kommo
Podio
Used as:
Show all Agents working with Podio
Microsoft Dynamics 365 CRM
Used as:
Show all Agents working with Microsoft Dynamics 365 CRM
Bitrix24 CRM
Used as:
Show all Agents working with Bitrix24 CRM
Copper
Used as:
Show all Agents working with Copper
Kintone
Used as:
Show all Agents working with Kintone

Made for your industry

Prepare Ad Leads is made for businesses in these industries.

Made for your role

Prepare Ad Leads is made for people in these roles.

Made for your department

Prepare Ad Leads is made for people in these departments.

How Prepare Ad Leads works

5 steps, in order, on every run.

  1. Check the New Ad LeadRead the new CRM lead from your connected ad form. Check its contact details and current owner.
  2. Clean and Check Contact DetailsTrim obvious spaces and check for a name and an accepted contact method. Flag missing or unclear details without guessing.
  3. Assign the Lead OwnerApply your lead assignment rule when contact details pass. Assign leads with missing details or no sales owner to your chosen review owner.
  4. Mark the Handoff StatusConfirm the sales owner and contact check before marking the lead ready. Otherwise, mark it for review and state the reason.
  5. Create a Linked TaskCreate a linked follow-up task for the verified sales owner using your chosen due interval. Give your review owner a task when the lead needs attention.

How to Get Started

Connect your tools

Connect the tools you already use, such as Airtable, Salesforce or monday.com.

12 tools
Set your rules
  • Connect the ad form through the CRM's lead-capture app and map submitted name, email, phone, and source details into Lead fields; give imported leads a distinct lead-source value.
  • Choose the lead-source value to watch, the acceptable contact fields, the lead assignment rule, the review owner, the ready and review Lead Status values, and the follow-up task due interval.
  • Give the Agent permission to read and update leads, apply lead assignment rules, and create tasks for lead owners.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Prepare Ad Leads:

Which ad form leads will this Agent handle?

You choose the Lead Source value to watch. Your connected lead-capture app must first create those leads in your CRM.

Can I choose how sales leads get assigned?

You choose the lead assignment rule and review owner. You also set the ready and review statuses and the task due interval.

What happens when a lead lacks contact details?

Your chosen review owner gets the lead and a task explaining the issue. Unclear submitted details stay as they came in.

What if the CRM cannot save a lead or task?

You get the Lead ID and CRM error. The handoff stays unconfirmed until the lead and task are saved.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

Related Agents

Agents related to Prepare Ad Leads

More ready-to-run Agents for connected work.

Attach Marked PDF

Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.

Works with14 tools
Published by Creative Review Essentials
Send PDF Fixes

Your maker sees linked PDF marks and the next proof deadline in chat. Your approval task keeps the same fixes.

Works with18 tools
Published by Creative Review Essentials
Match Feedback to Draft

Your creator gets the reviewer's requested changes and current draft together, so they can start the next revision without chasing files.

Works with12 tools
Published by Campaigns Essentials
Flag Proof Mismatches

Your coordinator gets both revision links in chat when the task and current proof differ, with the task held for a human choice.

Works with17 tools
Published by Creative Review Essentials