Purpose
1.1. Automate the capture, centralization, and initial follow-up of all potential diamond wholesale leads from web forms, live chat, Facebook, Instagram, WhatsApp, and other social media channels.
1.2. Automate parsing of contact information, inquiry details, and user engagement signals into a unified CRM.
1.3. Automate lead scoring, automated tagging by source (website, social media, messaging), and routing to sales agents based on territory or product interest.
1.4. Enable real-time automated notifications and auto-responder messages to ensure no wholesale diamond purchase inquiry is missed, and engagement is maximized.
1.5. Automate enrichment with additional data such as company, industry, and contact validation.
Trigger Conditions
2.1. Automated receipt of a new inquiry via website form submission.
2.2. Automated inbound message detected on Facebook Messenger or Instagram Direct.
2.3. Automated new lead or comment detected on a diamond-focused social media campaign.
2.4. Automated WhatsApp, Telegram, or SMS message received with trigger keywords or inquiry phrases.
2.5. Automated webhook or API call for chatbot, landing page, or pop-up widget responses.
Platform Variants
1. Facebook Graph API
• Feature/Setting: Automate capture of leads through ‘/v15.0/{page-id}/leadgen_forms’; configure webhook for automated new submission notifications.
2. Instagram Graph API
• Feature/Setting: Automate ‘/me/messages’ endpoint for capturing direct message inquiries; webhook automation for automated processing.
3. WhatsApp Business API
• Feature/Setting: Automate the message webhook to trigger lead parsing and automated CRM entry on received diamond product inquiries.
4. Twilio SMS
• Feature/Setting: Automating incoming SMS triggers using Twilio Studio Flow; automate extraction of sender info and inquiry text.
5. HubSpot CRM API
• Feature/Setting: Automate ‘/crm/v3/objects/contacts’ endpoint to add and update leads; automate lead assignment and source tagging.
6. Salesforce API
• Feature/Setting: Automate ‘/services/data/v59.0/sobjects/Lead’ REST endpoint for automated lead insertion from multiple sources.
7. Google Forms + Apps Script
• Feature/Setting: Automate ‘onFormSubmit’ trigger; automate API calls to CRM for structured data transfer.
8. Zapier Webhooks
• Feature/Setting: Automate inbound webhook triggers; configure subsequent automated tasks for every new submission.
9. Typeform Webhooks
• Feature/Setting: Automate POST on new submission to automating lead capture endpoint.
10. Landbot API
• Feature/Setting: Automate webhook on conversation end; automate JSON payload to backend or CRM.
11. Intercom
• Feature/Setting: Automate inbound conversation trigger; automate lead creation via Intercom API’s ‘leads’ endpoint.
12. Drift
• Feature/Setting: Automate ‘New Conversation’ event; trigger automated pipeline for lead entry and qualification.
13. LiveChat Webhooks
• Feature/Setting: Automate webhook for new chat; automate API push of lead data to CRM.
14. Mailchimp API
• Feature/Setting: Automate ‘/lists/{list_id}/members’ endpoint for automating newsletter leads; automate source tagging.
15. Pipedrive API
• Feature/Setting: Automate creation via ‘/deals’ endpoint; automate parsing of inquiry meta-data for search/reporting.
16. Slack API
• Feature/Setting: Automate capture of leads from channel posts or messages with ‘conversations.history’; automate lead push.
17. Freshsales API
• Feature/Setting: Automate ‘/api/contacts’ method to log new leads; automate user property filling from social data.
18. Zoho CRM API
• Feature/Setting: Automate ‘/Leads’ REST endpoint; automate entry and segmentation upon source analysis.
19. Google Sheets API
• Feature/Setting: Automate data insertion for web and social leads; automate triggers to move data to CRM.
20. Telegram Bot API
• Feature/Setting: Automate ‘/getUpdates’ polling for new inquiry; automate data extraction with reply automation.
21. LinkedIn Lead Gen Forms
• Feature/Setting: Automate via LinkedIn Marketing API the capture of new form submissions; automate lead entry into CRM.
22. Gravity Forms Webhooks
• Feature/Setting: Automating POST requests to endpoint for CRM capture on each new wholesale diamond inquiry.
Benefits
4.1. Automates the entire lead funnel for diamond wholesalers and automates manual entry.
4.2. Automator reduces response time and improves automated customer engagement for high-value leads.
4.3. Automates accurate source tracking, guaranteeing no missed sales opportunity.
4.4. Automates lead enrichment and assignment, maximizing pipeline efficiency.
4.5. Centralizes automated lead data for advanced analytics, automated follow-up, and automatable sales workflows.
Lead Management & Customer Engagement