Integration of leads from social media and ad campaigns

Purpose

1.1. Streamline capture of prospective client leads from social media ads and campaigns directly into the HVAC installation business’s CRM or lead management system for rapid follow-up.
1.2. Eliminate manual transfer of lead data, reduce errors, and ensure sales teams receive real-time new prospect notifications.
1.3. Enable automatic qualification, segmentation, and assignment of leads to appropriate sales representatives or routes for HVAC installation jobs.

Trigger Conditions

2.1. New lead form submitted via Facebook Lead Ads.
2.2. Conversion event logged in a Google Ads campaign.
2.3. Incoming message or direct inquiry through Instagram, LinkedIn, or Twitter.
2.4. Data received by any API endpoint for a paid social campaign.
2.5. Real-time webhook event from a landing page form tool connected to social media platforms.

Platform Variants

3.1. Facebook Lead Ads
• Feature/Setting: Configure Facebook Graph API’s Leadgen webhook; map form fields to CRM.
3.2. Google Ads
• Feature/Setting: Use Google Ads API for lead form extensions; set triggers for form lead webhook push.
3.3. Instagram
• Feature/Setting: Utilize Instagram Graph API’s webhook for message/lead event; filter lead message type.
3.4. LinkedIn Lead Gen
• Feature/Setting: LinkedIn Marketing Developer Platform; Lead Gen Form retrieval; set up POST to CRM.
3.5. Twitter
• Feature/Setting: Twitter API webhooks on DMs or campaign engagement; auto-extract inquiry detail.
3.6. TikTok Lead Generation
• Feature/Setting: TikTok for Business API - subscribe to lead event webhook; map to CRM fields.
3.7. Snapchat Ads
• Feature/Setting: Snap Marketing API event subscription; auto-pull new campaign leads.
3.8. HubSpot
• Feature/Setting: Use HubSpot API to create or update contact lists with incoming lead data.
3.9. Salesforce
• Feature/Setting: Salesforce REST API; auto-create (POST) lead objects with mapped data.
3.10. Pipedrive
• Feature/Setting: Pipedrive API endpoint for deal/person creation; map lead submission fields.
3.11. Zoho CRM
• Feature/Setting: Zoho CRM API - addLead function; invoke programmatically on new social lead.
3.12. Mailchimp
• Feature/Setting: Mailchimp API Lists endpoint; auto-add as subscriber with lead-source tagging.
3.13. Microsoft Dynamics 365
• Feature/Setting: Use Dynamics 365 Web API; push lead entity records from campaign responses.
3.14. Intercom
• Feature/Setting: Intercom API for user creation/updating; configure lead attributes via webhook.
3.15. Slack
• Feature/Setting: Use Slack API chat.postMessage; auto-notify sales channel of new qualified leads.
3.16. ActiveCampaign
• Feature/Setting: ActiveCampaign API; create contact in automation pipeline on campaign form fill.
3.17. Airtable
• Feature/Setting: Airtable API create record; map fields from lead source with campaign identifier.
3.18. Marketo
• Feature/Setting: Marketo REST API; create/update leads based on source channel tags.
3.19. Monday.com
• Feature/Setting: Monday GraphQL API; auto-create items on a "Leads" board with social source.
3.20. Webhooks (Zapier, Make)
• Feature/Setting: Generic Webhook receiver; push JSON payload from integrated social platform trigger.

Benefits

4.1. Achieve instant lead delivery, avoiding missed opportunities and delayed responses.
4.2. Centralize lead data from diverse sources in a unified workflow, simplifying reporting and management.
4.3. Reduce human error and data entry labor in the HVAC installation business’s client acquisition process.
4.4. Enable fast, rules-based assignment or nurturing sequences for new HVAC prospects.
4.5. Enhance marketing ROI analytics by tracing each lead to its original campaign or platform.