Purpose
1.2. Integrate all incoming lead data (CRM, web forms, ads) into unified lists, tagging contacts by source, campaign, interests, engagement, and lifecycle stage.
1.3. Optimize follow-up workflows, reduce manual sorting, and improve segmentation acuity for maximal ROI and nurture efficiency in the antique furniture context.
Trigger Conditions
2.2. New lead or contact generated from Facebook, Instagram, or Google ad campaigns.
2.3. Inbound email/subscriber added to Mailchimp, Klaviyo, or Sendinblue list.
2.4. SMS opt-in received via Twilio, Plivo, or Nexmo.
2.5. New Shopify order with customer data matching antique segment.
2.6. Tag, custom field, or status change in CRM or email platform.
Platform Variants
• Feature/Setting: Use 'Audience' and 'Tags' API to create contacts and segment by source, campaign, or furniture interest (e.g., POST /lists/{list_id}/members).
3.2. HubSpot CRM
• Feature/Setting: Engage 'Contacts' API for creation/updating of leads, custom property mapping, and workflow enrollment (POST /crm/v3/objects/contacts).
3.3. Salesforce
• Feature/Setting: Configure 'Lead' object API with campaign attribution and custom field mapping; assign to 'Antique Interest' segment (POST /services/data/vXX.X/sobjects/Lead/).
3.4. Klaviyo
• Feature/Setting: Use 'List/Subscribe' endpoint for adding leads and 'Profiles' endpoint for segmentation based on engagement or ad source (POST /api/v2/list/{list_id}/members).
3.5. ActiveCampaign
• Feature/Setting: Utilize 'Contacts' API and segment with 'Tags' and 'Custom Field Values' for antique-specific interests (POST /api/3/contacts).
3.6. Google Sheets
• Feature/Setting: Append new rows via Sheets API on new leads, then trigger Apps Script for auto-segmentation by furniture type or source.
3.7. Facebook Lead Ads
• Feature/Setting: Webhook/API to collect incoming leads and parse for source, ad ID, or interest fields (GET /{form_id}/leads).
3.8. Instagram Ads
• Feature/Setting: Similar to Facebook Lead Ads API, pulling leads for tagging based on campaign/creative.
3.9. Typeform
• Feature/Setting: Submit webhook triggers on form completion to push lead data to segmentation flows (POST webhook integration).
3.10. Jotform
• Feature/Setting: Webhook or API submission to CRM/email; segment by answers to furniture interest fields.
3.11. SendGrid
• Feature/Setting: Parse incoming email signups (Inbound Parse webhook), push to segmentation by campaign or language.
3.12. Twilio
• Feature/Setting: Process incoming SMS opt-ins via Messaging API; tag by keyword (e.g., "ANTIQUES2024").
3.13. Plivo
• Feature/Setting: Configure SMS API to capture new opt-ins, feed contact into segmented CRM lists.
3.14. Nexmo/Vonage
• Feature/Setting: Incoming SMS and Voice API for capturing and tagging leads from special offers; segment by intent or campaign.
3.15. Shopify
• Feature/Setting: Trigger automation on new orders/customers; use metafields/tags to segment antique purchasers.
3.16. WooCommerce
• Feature/Setting: REST API hooks for new customer; auto-tag segment by order content (antique category).
3.17. Zapier Webhooks
• Feature/Setting: Universal capture for niche tools, mapping lead data and source to routing logic and segmentation (POST webhook, Filter action).
3.18. Zoho CRM
• Feature/Setting: Lead/Contact API to create records and update fields with marketing source or furniture preference (POST /crm/v2/Leads).
3.19. Pipedrive
• Feature/Setting: API to add leads, custom fields for antique type and source segmentation (POST /deals).
3.20. Intercom
• Feature/Setting: Add users via 'Contacts' API; set custom attributes from ad/form data to direct to antique interest segments (POST /contacts).
3.21. ConvertKit
• Feature/Setting: 'Subscribers' API, use Tags for entry-point segmentation (POST /subscribers).
3.22. Airtable
• Feature/Setting: Create new leads via API and run automation scripts to segment and assign by campaign or interest.
Benefits
4.2. Leads automatically tagged and segmented for targeted drip campaigns and direct antique offers.
4.3. Eliminates manual lead sorting, reduces response times, and maximizes matched offers for increased sales conversion.
4.4. Enables granular reporting by source, campaign, and antique interest, guiding future marketing spend.
4.5. Improves customer experience through prompt, relevant communications and product matches.