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Simple Tips for Managing Ad Leads with MAKE and Airtable Integration

Simple Tips for Managing Ad Leads Revealed

2025.05.02
Simple Tips for Managing Ad Leads with MAKE and Airtable Integration

Automation Case Study: Simple Tips for Managing Ad Leads Revealed

If you run ads, you've probably experienced something like this at least once.

You have multiple social media ad accounts and need to check customer responses in each one,

then separately transfer that customer info to Excel or Google Sheets — have you ever delayed important work because of this?

Logging in and out of each account, managing scattered lead information,

sometimes leads to situations where you completely miss contacting some customers.

Every single lead is precious, yet valuable opportunities just slip away.

Company B, who had been dealing with this concern, reached out to us.

"We have multiple ad accounts, and we want customer data to be automatically entered into a single sheet."

When we dug deeper, they were operating identical ad forms across 3 Meta (Facebook) ad accounts,

and each time, they were manually copying customer info from each account into a single sheet.

Moreover, Meta leads had to be downloaded as individual Excel files each time,

so the effort of manually consolidating customer info always came along with it.

As this manual work repeated, even though customers who saw the ad submitted applications,

immediate feedback was difficult, creating situations where customers could churn.

Simple Tips for Managing Ad Leads: How?

We developed automation that collects leads from ads across three accounts and enters the collected info into a single sheet.

To prevent customer loss, we additionally set up automatic text message delivery to leads upon collection.

Let us show you the simple method through MAKE modules.

First, we integrated the lead forms from Company B's three Meta ad accounts

with Airtable. When a customer fills out a form, that information

is automatically saved to a single sheet in Airtable.

Specific MAKE Scenario

1. When a lead comes in, fetch all customer information and ad information.

Simple tips for managing ad leads step 1
① Check incoming leads from ads
② Fetch lead information
③ Fetch ad form survey information
④ MAKE module structure that retrieves all information including the ad's ID value

If you have many accounts, just copy this scenario for each account and fill in the corresponding account in each module!
However, if ad forms differ by account, the modules need to be reconfigured.

2. Enter fetched lead information into Airtable and send a text message to the lead.

Simple tips for managing ad leads step 2
⑤ Create columns for each ad question and enter lead information and responses
⑥ Create a text message template to send to the lead's contact upon application
⑦ Send the text message to the lead
⑧ MAKE module structure that updates text delivery status

Additionally, based on the contact information the customer left,

a text message confirming the application was received is automatically sent.

Now from the customer's perspective, they just need to apply and they're done,

and from Company B's perspective, customer info is automatically organized in sheets

and text messages are sent automatically, so nothing gets missed.

Pretty Simple, Right?

  1. Customers see ads across multiple accounts and fill out forms
  2. That info is automatically saved to the database as-is
  3. A notification text is automatically sent to the customer.

In this process, there is zero manual work

https://youtu.be/F2xHp0a-4ZU?feature=shared
Final process example screen

At Least 135 Hours and About 1.35 Million KRW Saved Per Year

Let's assume 30 minutes per day is spent copying, pasting, organizing, and sending texts.

Even if just 5 leads come in per week, this work has to be repeated,

wasting about 135 hours per year.

Simply converting this to minimum wage equals 1,352,250 KRW.

But MAKE's $9/month plan is more than enough to run this automation.

That's about 153,354 KRW per year (based on 2025 exchange rates).

Just 11% of the labor costs you'd save needs to be invested.

Breaking free from simple repetitive tasks through automation

means more than just reducing time or costs —

it means being able to focus on 'the work we really need to do.'

You can respond to customers faster,

have time to think about marketing strategy,

and ultimately build a foundation for providing better experiences.

Automation using MAKE goes beyond being a simple tool —

it can become a strategy that makes your entire work approach more efficient.

Interested in AI automation?

Find the right solution for your business through a free consultation.

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