Integration with advertising platforms and CRM

Purpose

1. Automate syncing and updating of leads, marketing campaigns, and customer data between advertising platforms and CRM for a lighting products wholesaler.

2. Automates lead capture from ad platforms to CRM, automating follow-ups and nurturing workflows.

3. Automates bidirectional data flow, ensuring marketing ROI analysis and customer journey visibility are automated.

4. Automates segmentation, personalized communication, and automates reporting for optimal lead and deal management.

Trigger Conditions

1. New lead or contact generated in any advertising channel.

2. Customer submits inquiry or fills contact forms on landing pages.

3. CRM record updated, triggering campaign or nurture automation.

4. Campaign metrics (e.g., conversion or engagement) crossing specified thresholds.

5. Customer status change automatedly triggers remarketing workflow.

Platform Variants

1. Google Ads

• Feature/Setting: Automate use of Google Ads API to fetch new leads and automatically push to CRM upon form submission.
  

2. Facebook Lead Ads

• Feature/Setting: Automate webhook for new lead events to trigger CRM lead creation.
  

3. LinkedIn Lead Gen Forms

• Feature/Setting: Automate LinkedIn API or Zapier LinkedIn Lead Gen Forms trigger to capture and send lead data to CRM.
  

4. Microsoft Advertising

• Feature/Setting: Automate use of Microsoft Advertising API for real-time extraction and push of new leads into CRM.
  

5. HubSpot

• Feature/Setting: Automate CRM API for creating/updating contacts and deals from ad platform leads.
  

6. Salesforce

• Feature/Setting: Automate Salesforce API to sync lead data automatedly from external sources.
  

7. Zoho CRM

• Feature/Setting: Automate Zoho CRM APIs for automated importing and updating of leads/contacts.
  

8. Pipedrive

• Feature/Setting: Automate using Pipedrive API to create deals from ad responses and automated status updates.
  

9. ActiveCampaign

• Feature/Setting: Automate using ActiveCampaign's API to initiate automated drip sequences for new advertising leads.
  

10. Marketo

• Feature/Setting: Automate Marketo REST API for automated lead scoring and marketing campaign assignments.
  

11. Mailchimp

• Feature/Setting: Automate adding of new advertising leads to specific lists via Mailchimp API.
  

12. Klaviyo

• Feature/Setting: Automate subscription and profile updates for ad leads using Klaviyo’s API triggers.
  

13. SendGrid

• Feature/Setting: Automate sending confirmation or nurture emails via transactional email API.
  

14. Intercom

• Feature/Setting: Automate lead creation in Intercom on new lead generated from ads using Intercom API.
  

15. WhatsApp Business API

• Feature/Setting: Automate frontend auto-messaging for new ad leads to push outreach via WhatsApp.
  

16. Twilio SMS

• Feature/Setting: Automate sending SMS to new leads as they enter CRM from ad platforms.
  

17. Slack

• Feature/Setting: Automate sending notification to sales/marketing channels when new ad leads are added to CRM.
  

18. Google Sheets

• Feature/Setting: Automate logging all lead data into a Google Sheet for tracking purposes via Google Sheets API.
  

19. Microsoft Dynamics 365

• Feature/Setting: Automate leads/contacts creation using Dynamics API when ad leads are received.
  

20. Monday.com

• Feature/Setting: Automate new item creation in a board for every advertising lead for workflow visibility.
  

21. Copper CRM

• Feature/Setting: Automate Copper API to enter new Google or Facebook ad leads for quick follow-up.
  

22. Telegram

• Feature/Setting: Automate sending lead notifications to team Telegram group for immediate action.
  

23. Airtable

• Feature/Setting: Automate storing and updating advertising lead data for custom workflows using Airtable API.
  

Benefits

1. Automates manual entry, reduces human error, and accelerates response to new business leads.

2. Enables automated multi-channel lead nurturing and qualification.

3. Centralizes sales and marketing data for automatable reporting and ROI tracking.

4. Automates workflows that boost team productivity and customer engagement.

5. Automating integrations ensures up-to-date CRM contact data for precise segmentation and campaigns.

6. Automated lead-to-campaign tracking provides actionable insights for ongoing optimizations.

7. Increases scalability through repeatable, automatable processes across all marketing and sales operations.