Purpose
1.2. Enables businesses to automate lead entry, auto-qualify, tag, and distribute leads to team members without manual intervention, reducing response lag and automating segmentation.
Trigger Conditions
2.2. Automation initiates when direct messages or comments match predefined keywords or patterns on social platforms.
2.3. Automatically triggered by new email inquiries from website contact integrations.
2.4. Triggered by webhook/API calls from online promo campaigns or lead forms.
Platform Variants
• Feature/Setting: Configure Webhooks/API delivery for new lead entries; sample: set webhook URL in Lead Ads Forms.
3.2. Instagram
• Feature/Setting: Instagram Graph API/Direct Message webhook; sample: auto-trigger on new DM or comment.
3.3. Google Ads Lead Forms
• Feature/Setting: Google Ads API/lead webhook; sample: set up lead form extensions API push.
3.4. Wix
• Feature/Setting: Wix Forms Submission webhook; sample: On form submit, automate data push to CRM.
3.5. WordPress
• Feature/Setting: WPForms/Contact Form 7 REST API; sample: Post data automatedly to endpoint on submit.
3.6. Squarespace
• Feature/Setting: Form submission Zapier/API connection; sample: automate push to backend CRM.
3.7. Mailchimp
• Feature/Setting: Audience API; sample: automate new subscriber insert via web form/API.
3.8. Typeform
• Feature/Setting: Typeform Webhooks/API; sample: Trigger workflow on new form response.
3.9. HubSpot
• Feature/Setting: Forms API; sample: auto-capture and append contact records on new entry.
3.10. Salesforce
• Feature/Setting: Web-to-Lead Form and REST API; sample: automate lead creation from web/social intake.
3.11. Zoho CRM
• Feature/Setting: Zoho CRM API/webform; sample: automate lead insert on new website/social submissions.
3.12. Google Sheets
• Feature/Setting: API/Automation webhook; sample: automate lead row insert post-form-submit.
3.13. Airtable
• Feature/Setting: Airtable API/webhook; sample: automate base new record upon trigger.
3.14. Trello
• Feature/Setting: REST API/card automation; sample: automated addition of card for every new inquiry.
3.15. Slack
• Feature/Setting: Incoming Webhooks/Events API; sample: automate alert/post for each captured lead.
3.16. Twilio SMS
• Feature/Setting: Twilio Studio flow trigger/sms webhook; automate SMS alerts to staff on new lead.
3.17. SendGrid
• Feature/Setting: Inbound Parse Webhook; sample: automate extraction and forwarding of contact details in emails.
3.18. Outlook 365
• Feature/Setting: Graph API/mail trigger; sample: automate addition of new leads from flagged emails.
3.19. Google Forms
• Feature/Setting: Google Forms API/response webhook; sample: trigger automation with each entry.
3.20. Intercom
• Feature/Setting: Lead/Create API; automate contact instance on new message/submission.
3.21. Shopify
• Feature/Setting: Webhooks/API/Contact submission; automate adding new leads from site pop-ups.
Benefits
4.2. Accelerates sales outreach by sending instant notifications and automated replies.
4.3. Automates accurate data transfer and reduces errors from manual entry.
4.4. Streamlines lead segmentation and follow-up automations, maximizing salon booking conversions.
4.5. Produces an automatable pipeline for analytics, remarketing, and nurturing workflows.