Marketing & Lead GenerationPurpose
1.2. Centralize automated lead data entry for fast agent follow-up and nurture pipeline.
1.3. Enable automated notifications, record creation, qualification, tagging, and CRM enrichment.
1.4. Ensure no manual copying, lost messages, or delayed response—automating business scalability.
1.5. Automate lead attribution by capturing source (Facebook, Instagram, AdWords, website) and campaign metadata.
Trigger Conditions
2.2. Social media DM/inbox message containing keyword ("tree", "quote", "removal", "branch", "arborist").
2.3. Facebook/Instagram lead ad filled.
2.4. Google My Business (GMB) message.
2.5. Click-to-call, SMS, or WhatsApp "Request a Quote" initiated from social page/post.
Platform Variants
• Feature/Setting: Facebook Graph API (leads_v2), configure webhook to capture new leads automatically.
3.2. Instagram
• Feature/Setting: Instagram Graph API (messages endpoint), webhook trigger for DM keyword detection and lead parsing.
3.3. Google Forms
• Feature/Setting: Google Forms API (responses), automation via webhook to capture each new entry.
3.4. Typeform
• Feature/Setting: Typeform Webhooks, configure to send every new response to automation flow.
3.5. JotForm
• Feature/Setting: JotForm API (form submission), automating lead extraction post-submit.
3.6. HubSpot Forms
• Feature/Setting: HubSpot Forms API, use "new submission" event to automate lead creation.
3.7. Gravity Forms (WordPress)
• Feature/Setting: Webhook add-on, trigger on form submit to initiate automator.
3.8. Twilio SMS
• Feature/Setting: Twilio Studio Flows, use webhook integration for inbound SMS keyword-based leads.
3.9. WhatsApp Business API
• Feature/Setting: Inbound message webhook, automate reply and lead record for keyword triggers.
3.10. Google My Business
• Feature/Setting: GMB API (conversations.list), query for new messages and automate lead intake from reviews/messages.
3.11. LinkedIn Lead Gen Forms
• Feature/Setting: LinkedIn Marketing Developer Platform, use webhook for new lead retrieval.
3.12. Facebook Messenger
• Feature/Setting: Messenger Webhook, automate lead parsing from bot or direct chat.
3.13. Mailchimp Landing Pages
• Feature/Setting: Mailchimp API (list subscribe), automate entry capture when users complete email lead form.
3.14. Google Ads Lead Form Extensions
• Feature/Setting: Google Ads API (LeadFormAssetService), plugin to automate each form fill as lead intake.
3.15. Unbounce
• Feature/Setting: Webhook/Unbounce API, trigger on successful form submission to the automator.
3.16. Zapier Webhooks
• Feature/Setting: Catch Hook (instant trigger), automate intake from custom form endpoints.
3.17. Salesforce Web-to-Lead
• Feature/Setting: Web-to-Lead HTML form, direct API push for automated CRM lead creation.
3.18. Pipedrive Web Forms
• Feature/Setting: Pipedrive API (deals), automate new form lead as a deal or contact.
3.19. Wix Forms
• Feature/Setting: Wix Automations, webhook on new form submission for lead automation.
3.20. Squarespace Forms
• Feature/Setting: Post-submit webhook, automate new lead creation via form action integration.
Benefits
4.2. Automated lead data entry means zero manual copy-paste or missed contacts.
4.3. Automation frees team bandwidth by eliminating repetitive admin lead capture workflows.
4.4. Automates instant notifications to sales reps for hot leads to maximize speed-to-lead.
4.5. Centralizes all automatable lead channels for analytics and process improvement.
4.6. Automator ensures leads from website/socials are never lost and always routed to CRM or spreadsheet.
4.7. Automated process enables fast follow-up via SMS, call, or email sequences without delay.
4.8. Automation of lead source tagging powers marketing ROI analysis and campaign effectiveness.
4.9. Scales as lead volume grows, automating capture whether a few or thousands per week.
4.10. Supports compliant, always-on data collection—even outside business hours or holidays.