Automatic lead capture from website forms and social media

Purpose

1.1. Automate collection, organization, and distribution of new leads from website forms and social media channels into centralized systems without manual intervention.
1.2. Automating prompt notifications for the painting business team regarding new potential clients, ensuring no lead is missed.
1.3. Eliminate human data entry by automating population of CRM and email marketing tools directly from all inbound lead sources.
1.4. Automatedly initiate personalized engagement workflows, such as auto-emails, SMS, and scheduling callbacks, for professional efficiency in lead follow-up.
1.5. Automatically segment and prioritize leads for painting services based on data capture, location, and required job type.

Trigger Conditions

2.1. A form submission on the business’s website (contact, quote request, etc.).
2.2. Direct message, comment, or form fill from platforms like Facebook, Instagram, or LinkedIn.
2.3. Mention of the painting business or branded hashtag use on social channels.
2.4. Inbound chatbot conversations requesting painting services.
2.5. Third-party lead aggregators forwarding leads via email or API.

Platform Variants

3.1. WordPress
• Feature/Setting: Configure Contact Form 7 or Gravity Forms webhook/REST API for automating data exports to lead management tools.
3.2. Facebook Lead Ads
• Feature/Setting: Use Facebook Lead Ads API to capture completed form entries upon instant submission for automated lead transfer.
3.3. Instagram
• Feature/Setting: Instagram Graph API automation to monitor DMs, comments, and story mentions for potential painting leads.
3.4. LinkedIn
• Feature/Setting: LinkedIn Lead Gen Forms API to automate export of submitted prospect data into lead flows.
3.5. Google Forms
• Feature/Setting: Google Forms API or trigger new row in linked Google Sheets for automation trigger into CRM.
3.6. Typeform
• Feature/Setting: Use Typeform webhooks to push automated submissions into designated CRM/custom automator endpoint.
3.7. HubSpot
• Feature/Setting: HubSpot Forms or CRM API for automating direct lead population upon web or social submission.
3.8. Jotform
• Feature/Setting: Jotform webhooks/API to trigger automations on new form entries specifically for painting inquiries.
3.9. Mailchimp
• Feature/Setting: Mailchimp API to add or update automatable segments with new lead data for nurture series.
3.10. Google Sheets
• Feature/Setting: Automator to monitor changes/new rows for lead intake, push automations into CRM or email system.
3.11. Salesforce
• Feature/Setting: Salesforce API Lead object automation for real-time syncing from website/social channels.
3.12. Zoho CRM
• Feature/Setting: Zoho CRM API automation to handle new web leads and automated assignment or workflow triggers.
3.13. Pipedrive
• Feature/Setting: Capture new persons/deals via Pipedrive API triggered from web/social forms.
3.14. Airtable
• Feature/Setting: Airtable Forms automation to integrate and route captured leads using API and views.
3.15. Twilio
• Feature/Setting: Twilio Programmable SMS API for automating SMS notifications on new inbound leads.
3.16. Slack
• Feature/Setting: Slack Webhooks/API automated to send channel alerts on new form/social lead entries.
3.17. SendGrid
• Feature/Setting: SendGrid API for automating welcome/verification email dispatch on lead capture.
3.18. ActiveCampaign
• Feature/Setting: ActiveCampaign API/automations to add and enter new leads into dedicated email journeys.
3.19. Intercom
• Feature/Setting: Intercom API to automate entry of website/chatbot leads into ongoing automatable messaging sequences.
3.20. Calendly
• Feature/Setting: Calendly API/Webhooks automatedly trigger invite for survey/call on painting project upon lead capture.
3.21. Outlook/Office 365
• Feature/Setting: Automate new email parsing, create new contact or task via Office 365 API when lead sends email.
3.22. Zapier
• Feature/Setting: Create automator recipes integrating all above sources for complete lead capture automation.

Benefits

4.1. Automates lead intake, minimizing human error, maximizing speed and business responsiveness.
4.2. Automation ensures every potential client is immediately acknowledged and pursued.
4.3. Lead data is automatically organized for segmenting and prioritization, enhancing personalized marketing.
4.4. Automating omnichannel lead capture widens net for painting businesses, driving higher conversion potential.
4.5. Automated alerts, emails, and CRM entries boost team productivity and client satisfaction.
4.6. Automator-driven workflows reduce operational overhead in painting services lead management.