Integration of leads from social media into CRM

Purpose

1.1. Automatically capture leads from multiple social media channels where potential clients inquire about airbrushing services.
1.2. Centralize lead data in the CRM for seamless tracking, follow-up, and personalized client management.
1.3. Eliminate manual data entry, reducing errors and accelerating lead response time.
1.4. Enhance professional service workflows for airbrushing by ensuring no opportunity is missed, with audit trails for communication history.

Trigger Conditions

2.1. New message, mention, comment, or direct inquiry received on a monitored social media account.
2.2. Specific keywords related to airbrushing or art services are detected in a post or private message.
2.3. Form submission or opt-in action from social ads or profile bio links.
2.4. Follower or page like by user fitting predefined client criteria.

Platform Variants

3.1. Facebook
• Feature/Setting: Graph API — webhook for new page messages or leads; configure fields: sender info, message content, time.
3.2. Instagram
• Feature/Setting: Instagram Graph API — webhook for new direct messages or comments; extract user name, profile, query details.
3.3. WhatsApp Business
• Feature/Setting: Cloud API — listen for new chats, save phone number, and inquiry text.
3.4. LinkedIn
• Feature/Setting: LinkedIn API — webhook for new connection requests or InMail; capture lead details.
3.5. Twitter/X
• Feature/Setting: Twitter API v2 — monitor DMs and mentions; extract and forward to CRM.
3.6. TikTok
• Feature/Setting: TikTok for Developers API — new comments and messages; relay user info to CRM.
3.7. YouTube
• Feature/Setting: YouTube Data API — comment notifications; parse text for interest triggers.
3.8. Pinterest
• Feature/Setting: Pinterest API — webhook for new messages or pin interactions.
3.9. Reddit
• Feature/Setting: Reddit API — monitor new messages or post comments in relevant subreddits.
3.10. Discord
• Feature/Setting: Discord Webhook — detect new DMs or mentions in specific channels; extract sender and content.
3.11. Telegram
• Feature/Setting: Telegram Bot API — listen for new messages/commands using long polling/webhook.
3.12. Google My Business
• Feature/Setting: GMB API — new review or message triggers; extract contact info if available.
3.13. SnapChat
• Feature/Setting: Snap Kit — capture swipe-ups/DMs from Snap Ads, store user interaction data.
3.14. Slack
• Feature/Setting: Slack Events API — message event triggers in public or private channels.
3.15. Yelp
• Feature/Setting: Yelp Fusion API — monitor review submissions and direct requests.
3.16. Dribbble
• Feature/Setting: Dribbble API — catch project inquiries, broadcast details.
3.17. Behance
• Feature/Setting: Behance API — new message or project comment event triggers.
3.18. Mailchimp
• Feature/Setting: Mailchimp API — lead capture via embedded forms/social campaigns; auto-forward to CRM.
3.19. Typeform
• Feature/Setting: Webhook integration — submit social lead forms, pass structured data to CRM.
3.20. HubSpot
• Feature/Setting: HubSpot API — CRM endpoint for lead ingestion from custom/other sources.

Benefits

4.1. Unified lead flow from all social channels, more efficient and reliable.
4.2. Rapid client callback capability, improving conversion rates.
4.3. Minimization of human oversight or data loss.
4.4. Scalable with new platforms added as service grows.
4.5. Full communication traceability with automated time-stamping and message archiving.