Purpose
1.2. Ensure no lead slips through: trigger instant follow-up via email, SMS, CRM tasks, and calendar bookings.
1.3. Capture attribution (ad, keyword, campaign), enrich with contact data, route for timely admissions team action, and maintain compliance audit trail.
1.4. Centralize analytics for precise ROI tracking, identify bottlenecks, and optimize follow-up cadence.
Trigger Conditions
2.2. Webhook trigger from PPC ad platform.
2.3. New contact detected in CRM, tagged with PPC source.
2.4. Pixel or conversion event fires post-lead capture.
Platform Variants
3.1. Google Ads
• API: Google Ads API (Lead Form Extension)
• Feature/Setting: Configure webhook to relay lead data instantly.
3.2. Facebook Ads
• API: Facebook Marketing API (Lead Ads Webhooks)
• Feature/Setting: Set up webhooks for instant lead notifications on new submissions.
3.3. Bing Ads
• API: Bing Ads API (Audience Campaigns)
• Feature/Setting: Set up conversion tracking to capture lead data.
3.4. HubSpot CRM
• API: Contacts API
• Feature/Setting: Create or update contact, auto-assign to admissions pipeline, and trigger workflows.
3.5. Salesforce
• API: REST API (Leads Object)
• Feature/Setting: Auto-create new lead, launch follow-up task, and log ad attribution.
3.6. ActiveCampaign
• API: Contacts, Automations API
• Feature/Setting: Trigger automation for nurture sequence on PPC lead entry.
3.7. Mailchimp
• API: Lists & Campaigns API
• Feature/Setting: Add new PPC lead to dedicated audience segment, start drip campaign.
3.8. Twilio SMS
• API: Messages API
• Feature/Setting: Send real-time SMS welcome or booking prompt to new lead.
3.9. SendGrid
• API: Mail Send API
• Feature/Setting: Dispatch branded welcome emails within seconds of form completion.
3.10. Pipedrive
• API: Deals API
• Feature/Setting: Auto-create deal, assign to intake coordinator, tag with campaign source.
3.11. Intercom
• API: Leads API
• Feature/Setting: Initiate chat follow-up for new PPC lead visit.
3.12. Calendly
• API: Scheduled Events API
• Feature/Setting: Auto-send booking link for intake call based on lead submission.
3.13. Google Sheets
• API: Sheets API
• Feature/Setting: Append new lead details for backup, audit, or analysis.
3.14. Slack
• API: Incoming Webhooks
• Feature/Setting: Notify team on new PPC lead and assign Intake responsibility.
3.15. Zoho CRM
• API: Leads API
• Feature/Setting: Insert lead, auto-tag PPC source, launch email/SMS sequence.
3.16. Keap (Infusionsoft)
• API: Contacts & Campaign API
• Feature/Setting: Add to follow-up automation and score based on source/channel.
3.17. Microsoft Dynamics 365
• API: Leads Entity
• Feature/Setting: Insert and route lead under addiction treatment pipeline.
3.18. Copper CRM
• API: Leads API
• Feature/Setting: Create entry, auto-distribute to counselors.
3.19. Aircall
• API: Contacts API
• Feature/Setting: Queue outbound calls to new leads for immediate pick-up.
3.20. Zapier
• Feature: Workflow configuration (connect channels, route leads), e.g. trigger new sequence when new PPC lead appears.
3.21. Outreach.io
• API: Sequences API
• Feature/Setting: Enroll new PPC lead into multichannel outreach cadence instantly.
Benefits
4.2. Automated attribution and compliant data capture, reducing manual error.
4.3. Freeing admissions and marketing staff to focus on high-value tasks, not data entry.
4.4. Real-time performance analytics to optimize marketing spend and outreach.
4.5. Seamless scale-up as PPC spend and lead volume grows.