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Automate lead capture from website forms and social media channels

Purpose

1.1. Automate lead capture from all web forms and social media channels for bird control services to improve response time, prevent missed inquiries, and centralize leads for rapid follow-up.
1.2. Automatedly gather client information such as names, contact details, locations, and service requests directly into a unified CRM or database.
1.3. Automates elimination of manual data entry, minimizes human error, and enables automatic nurturing and lead scoring for increased conversion.
1.4. Automating lead origination supports seamless lead routing to sales, automator-triggered drip campaigns, and data-driven marketing analytics.

Trigger Conditions

2.1. Website form submissions related to bird control requests or inquiries.
2.2. New messages or comments on bird control–related social media pages or posts.
2.3. Direct messages (DMs) received in social platforms mentioning bird problems or service interest.
2.4. Tagging of business in posts mentioning pest, bird, or wildlife issues.
2.5. Incoming emails to generic or designated bird control inquiry addresses.

Platform Variants


3.1. Gravity Forms (WordPress)
• Setting: Webhook/REST API endpoint setup for automated lead transfer.
• Sample: Configure webhook to POST form data to CRM endpoint.

3.2. HubSpot Forms
• Feature: Automated Workflows with triggered form submission events.
• Sample: Setup automation to export new submissions to CRM.

3.3. Facebook Lead Ads
• Feature: Webhook/Graph API for automated lead extraction.
• Sample: Configure webhook/AutomateFBGraph to fetch new leads in real-time.

3.4. Google Forms
• Feature: Automated script/Webhook trigger (Apps Script).
• Sample: On-submit trigger posts data to webhook endpoint.

3.5. LinkedIn Lead Gen Forms
• Feature: LinkedIn Marketing API integration.
• Sample: Pull leads via Lead Gen Form retrieval endpoint.

3.6. Instagram Direct
• Feature: Graph API webhook for message automation.
• Sample: Auto-capture DMs containing bird or pest keywords.

3.7. Twitter (X)
• Feature: Account Activity API for DM automation.
• Sample: Webhook triggers on new DM to business account.

3.8. Typeform
• Feature: Webhooks for automated form submission capture.
• Sample: Webhook configuration sends responses to lead management flow.

3.9. Jotform
• Feature: Webhook and API callback automation.
• Sample: Deploy automated sending of new submissions.

3.10. Intercom
• Feature: Event Webhooks/API trigger on new chat/contact.
• Sample: Configure data forwarding for lead contacts.

3.11. Tidio Chat
• Feature: Webhook/API for live chat automation.
• Sample: Lead details push from chat to CRM via webhook.

3.12. WhatsApp Business (Meta)
• Feature: Cloud API/Webhook trigger for message automation.
• Sample: On new inquiry, auto-capture contact and request.

3.13. Mailchimp
• Feature: Subscriber API automation for new sign-ups.
• Sample: Auto-send new opt-ins to lead qualification flow.

3.14. Salesforce Web-to-Lead
• Feature: Lead API/Automated mapping.
• Sample: Auto-create CRM lead from each form submission.

3.15. Microsoft Forms
• Feature: Power Automate/Automated flow for responses.
• Sample: Trigger flows for new response events.

3.16. Google My Business (GMB)
• Feature: Notifications API for inquiry automation.
• Sample: Capture automated requests from GMB chat/messages.

3.17. Messenger (Facebook)
• Feature: Graph API webhook for message automation.
• Sample: Auto-record new conversations mentioning services.

3.18. Zoho Forms
• Feature: Automated Webhook/API call.
• Sample: Forward all new leads to sales pipeline automation.

3.19. Slack
• Feature: Incoming Webhooks/API automation on mentions.
• Sample: Auto-log lead request messages into CRM.

3.20. Zendesk
• Feature: API/Webhook automation for new tickets or chats.
• Sample: Automated ticket parsing and lead info extraction.

3.21. Calendly
• Feature: Event webhook and API automation for bookings.
• Sample: Auto-capture new appointment-maker as lead.

3.22. Trello
• Feature: Power-Up Automation/Webhook on new card creation.
• Sample: Auto-create card from new lead forms.

3.23. Email (IMAP/SMTP/365/Gmail)
• Feature: Automated email parsing and extraction.
• Sample: Route new inquiries from subject lines to lead database.

3.24. Google Sheets
• Feature: On-row-add script automation.
• Sample: Trigger on new row for synced web form spreadsheet.

Benefits

4.1. Automates unified lead capture from every channel, ensuring no inquiry is missed.
4.2. Automating response and assignment speeds up client engagement, increasing closure rates.
4.3. Automatedly reduces errors from manual entry and fragmented systems.
4.4. Centralizes actionable lead data, enabling automated follow-ups and nurturing workflows.
4.5. Automation minimizes operational costs and provides scalable, consistent intake 24/7.

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