Automated lead capture from website forms and social channels

Purpose

1.1. Automate the collection, aggregation, and organization of inbound leads from website contact forms and social media channels, eliminating manual data entry errors and delays.
1.2. Automates routing captured leads into Customer Relationship Management (CRM), email marketing, or team collaboration platforms for immediate nurturing.
1.3. Automates notifications to sales/marketing teams upon new lead capture and updates lead status in real-time for architectural designers.
1.4. Centralizes multi-channel lead data for analytics and reporting, enabling automatable follow-up campaigns and precise segmentation.

Trigger Conditions

2.1. New form submission on architectural design website contact or project inquiry page.
2.2. New direct message, comment, or mention on social channels selected (e.g., Instagram DM, Facebook comment).
2.3. Tagged posts, messages, or incoming emails containing predefined architecture project keywords.
2.4. Zap, webhook, or API-triggered new lead events initiated from supported marketing platforms.

Platform Variants

3.1. HubSpot
• Feature/Setting: Forms API (Collect form fills, send POST to /forms/v2/submissions)
3.2. Salesforce
• Feature/Setting: Web-to-Lead Form (Configure Lead Assignment Rules, API POST endpoint)
3.3. Google Forms
• Feature/Setting: Trigger on Form Submit, automate using Forms API response webhooks
3.4. Typeform
• Feature/Setting: Connect via Webhooks (POST new entries to automation endpoints)
3.5. Facebook Leads Ads
• Feature/Setting: Leads API, automate pulling new leads via /leadgen_forms webhook
3.6. LinkedIn Lead Gen Forms
• Feature/Setting: Use Lead Gen API, /leadForms/{ID}/leads endpoint to automate captures
3.7. Instagram
• Feature/Setting: Graph API, configure Webhooks for DM/comment triggers
3.8. Twitter/X
• Feature/Setting: API v2, configure filtered streams for DMs/mentions automation
3.9. WordPress
• Feature/Setting: WP Forms plugin webhook, set automated push to CRM or database
3.10. Gravity Forms
• Feature/Setting: Webhooks Add-On, send automatable payloads on form submission
3.11. JotForm
• Feature/Setting: Webhook integration in settings for each form
3.12. Squarespace
• Feature/Setting: Built-in Form Block — redirect POST to automation endpoint
3.13. Wix
• Feature/Setting: Wix Automations, configure trigger “Form Submission”
3.14. Mailchimp
• Feature/Setting: Automation triggers for landing page and pop-up form fills
3.15. ActiveCampaign
• Feature/Setting: Site tracking and automated “New Contact from Form” trigger
3.16. Zoho CRM
• Feature/Setting: Webforms with direct CRM push, API for automation
3.17. Slack
• Feature/Setting: Incoming Webhooks, automate notifications to #lead-capture
3.18. Microsoft Teams
• Feature/Setting: Configure Connector for automated lead post in channels
3.19. Notion
• Feature/Setting: API endpoint for automated database entry creation on new lead
3.20. Airtable
• Feature/Setting: API or form automations for direct entry into bases
3.21. Pipedrive
• Feature/Setting: Webforms with automated push to deal pipeline via API
3.22. Monday.com
• Feature/Setting: Automate item creation in boards via forms API or webhook

Benefits

4.1. Automates lead data centralization, ensuring no prospect is lost in disconnected channels.
4.2. Automates follow-up flows, escalating speed-to-lead responses and project qualification.
4.3. Automatable segmentation enables targeted marketing actions for architectural design projects.
4.4. Reduces manual workload and provides automated, actionable analytics for measurable ROI.
4.5. Ensures compliance by automating opt-in/consent capture at the point of lead collection.
4.6. Supports scalable business growth through always-on, automated lead flow handling for professional architectural services.