Facebook/Instagram ads lead integration

Purpose

1.1. To automate capturing leads from Facebook/Instagram ads forms for a permanent makeup clinic, ensuring every inquiry is immediately routed into an automated workflow.
1.2. Automate lead qualification, assignment, notification, nurturing, and CRM synchronization to enable rapid follow-ups and increase client bookings while reducing manual entry.
1.3. Ensure compliance and auditability through automated tracking, response templates, and reporting for healthcare cosmetic services.

Trigger Conditions

2.1. A new lead submits an inquiry or request info via Facebook Lead Ads or Instagram Lead Ads form.
2.2. Lead form completion triggers an automated webhook or API call from the ads platform.
2.3. Lead status update or follow-up campaign can trigger additional automated flows for nurturing or reminders.

Platform Variants

3.1. Facebook Graph API
• Feature/Setting: Configure Webhooks for Leadgen form events; use "/v12.0/{form-id}/leads" endpoint to automate data retrieval.
3.2. Instagram Graph API
• Feature/Setting: Set up webhook subscriptions to automate lead capture when leads submit forms on Instagram Ads.
3.3. HubSpot CRM
• Feature/Setting: Use Lead API and Contact API for automating new lead creation and segmentation; configure workflows for automated emails.
3.4. Salesforce
• Feature/Setting: Lead Object API for automated lead record creation; Process Builder to automate field updates and task assignments.
3.5. Zoho CRM
• Feature/Setting: Automate lead insert via Zoho Leads API; enable Blueprint for structured, automated qualification.
3.6. Mailchimp
• Feature/Setting: Use Mailchimp API’s “Add Subscriber” for automating lead to audience list addition and triggering welcome automations.
3.7. SendGrid
• Feature/Setting: Automate triggered email sends with Transactional Templates via API endpoint “mail/send”.
3.8. Twilio
• Feature/Setting: Use Programmable SMS API for automating instant SMS alert to the clinic team or client.
3.9. Google Sheets
• Feature/Setting: Automate writing new leads as rows using Sheets API for easy tracking and lightweight lead logs.
3.10. Slack
• Feature/Setting: Trigger channel notifications with the Slack Incoming Webhooks API for automated team alerts.
3.11. ActiveCampaign
• Feature/Setting: Contacts API for automated entry segmentation, trigger automations for follow-up campaigns.
3.12. Intercom
• Feature/Setting: Contact API for automating new lead creation, automated chat outreach via Bots.
3.13. Pipedrive
• Feature/Setting: Deals API to automate new deal creation based on a lead, trigger automatable nurture pipelines.
3.14. Monday.com
• Feature/Setting: Automate board item creation via Item API; configure automations for pipeline management.
3.15. Calendly
• Feature/Setting: Automate scheduling invite via the Calendly API for new leads; webhook triggers for automated confirmation emails.
3.16. Google Calendar
• Feature/Setting: Automate event creation for booked consultations, using the Calendar API.
3.17. Airtable
• Feature/Setting: Automate new record creation via Airtable API for database storage of lead info, trigger automations.
3.18. ClickSend
• Feature/Setting: Automate SMS via REST API; use automated workflows for reminders/follow-ups.
3.19. Microsoft Teams
• Feature/Setting: Automate channel message with Graph API to alert the correct team efficiently.
3.20. Asana
• Feature/Setting: Automate task creation for each new lead using Asana’s API, assign to team members automatically.
3.21. DocuSign
• Feature/Setting: Automate sending consent forms to leads with DocuSign API for e-signature workflows.
3.22. Klaviyo
• Feature/Setting: Use Lists API for automated lead addition and trigger automated nurture sequences.
3.23. Trello
• Feature/Setting: Automate creation of Trello card for each lead for visual pipeline tracking.
3.24. Outlook 365
• Feature/Setting: Automate sending notification or intro email via Outlook’s Mail API.
3.25. Notion
• Feature/Setting: Automate adding new pages in Notion database for each lead captured for knowledge management.

Benefits

4.1. Automates data entry, eliminating errors and delays in lead management.
4.2. Reduces manual workload, allowing staff to focus on consultations and client care.
4.3. Automates rapid multi-channel follow-up, maximizing booking rates.
4.4. Enables scalable, automatable processes for healthcare compliance and documentation.
4.5. Ensures no lead is lost with automated alerts, reminders, and escalations.
4.6. Creates a competitive advantage through smarter, automated client acquisition flows.