Automated lead capture from website forms and social media

Purpose

1.1. Capture and centralize potential client leads from website forms and social media direct messages, comments, or ad responses for alternative medicine practitioners, ensuring no inquiry is missed, and automate the entry into a lead management or scheduling system.
1.2. Streamline client onboarding by nurturing leads with automated responses, appointment booking, and integration with CRM or EHR for follow-up and tracking.
1.3. Allow practitioners to focus on patient care by reducing manual data entry, optimizing marketing ROI, and accelerating lead-to-client conversion.

Trigger Conditions

2.1. New submission via a website contact or booking form (e.g., practitioner site, WordPress, Squarespace).
2.2. Direct message or inquiry on social platforms such as Facebook, Instagram, LinkedIn, Twitter, or WhatsApp Business.
2.3. User comment on paid ads or posts expressing interest (e.g., "I want to book," "Tell me more").
2.4. Incoming email to a designated lead-capture inbox.

Platform Variants

3.1. Typeform
• Feature/Setting: Webhook for new response; configure webhook URL to send captured leads.
3.2. Gravity Forms
• Feature/Setting: Webhooks Add-On; send lead data via POST to automation endpoint.
3.3. Paperform
• Feature/Setting: Integrations → Webhooks; POST on form submission to endpoint.
3.4. Facebook Lead Ads
• Feature/Setting: Webhook subscriptions; configure callback URL for each lead ad form.
3.5. Instagram Direct
• Feature/Setting: Graph API → /direct_messages; subscribe for new message notifications.
3.6. WhatsApp Business
• Feature/Setting: WhatsApp Business API, /messages endpoint; webhook on new incoming message.
3.7. LinkedIn Lead Gen Forms
• Feature/Setting: Marketing Developer Platform; subscribe to CRM API lead events.
3.8. Twitter DM
• Feature/Setting: Account Activity API; listen for new DMs containing inquiry keywords.
3.9. HubSpot Forms
• Feature/Setting: Webhooks; configure on-form event POST to automation handler.
3.10. Jotform
• Feature/Setting: Webhook integration; POST on each new submission to specified endpoint.
3.11. Google Forms
• Feature/Setting: Apps Script trigger on form submit; send POST with lead data.
3.12. Mailchimp Landing Pages
• Feature/Setting: Automations → webhook on new signup.
3.13. Zoho Forms
• Feature/Setting: Integrations → Webhooks; POST on submission.
3.14. Salesforce Web-to-Lead
• Feature/Setting: Autoresponder trigger; push data via outbound message.
3.15. Calendly
• Feature/Setting: Event webhook on meeting scheduling for contact capture.
3.16. Squarespace Forms
• Feature/Setting: Zapier or webhooks integration; POST form data to endpoint.
3.17. WordPress Contact Form 7
• Feature/Setting: Hook into 'wpcf7_mail_sent' action; send POST to automation service.
3.18. Wix Forms
• Feature/Setting: Automations → webhook; trigger on new submission.
3.19. Intercom Messenger
• Feature/Setting: Webhooks for new conversations/messages.
3.20. Slack
• Feature/Setting: Events API, listen for new messages with inquiry patterns.
3.21. Trello
• Feature/Setting: Power-Ups webhook; card created with ‘Lead’ label triggers POST.
3.22. Airtable Forms
• Feature/Setting: Trigger automation on record creation in "Leads" table.
3.23. Freshdesk
• Feature/Setting: Ticket creation webhook on new inquiry.
3.24. Microsoft Forms
• Feature/Setting: Power Automate trigger on submission, then send lead data.
3.25. Google My Business Messages
• Feature/Setting: API webhook for new messages from potential clients.

Benefits

4.1. Ensures every potential inquiry is instantly registered and available for follow-up.
4.2. Eliminates human error and lag in capturing diverse sources of leads.
4.3. Centralizes lead data, supporting more personalized outreach and improved conversion.
4.4. Accelerates response times via automated replies and appointment invitations.
4.5. Enables granular tracking of lead channels and campaign ROI for continuous improvements.