Integration of social interactions into CRM

Purpose

1.1 Automate the integration of all social media and customer interactions into the CRM to unify customer profiles, automate communication history tracking, and automate targeted marketing outreach for Spanish Grill restaurants.
1.2 Automates the centralized collection of reviews, comments, messages, and bookings from social channels for actionable triggers and automates loyalty campaigns.
1.3 Enables automated real-time syncing of social conversations with CRM, automating lead nurturing, sentiment analysis, and automatable follow-up automations.

Trigger Conditions

2.1 New message, mention, post, direct message, tag, or review on social media channels.
2.2 Customer interactions such as bookings or newsletter signups via social platforms.
2.3 Automated webhook calls on detectable inbound events from social accounts.

Platform Variants

3.1 Facebook Graph API
• Feature: automate retrieval of posts, comments, reviews
• Setting: Webhooks for Page events, automate Graph API /{page-id}/feed
3.2 Instagram Graph API
• Feature: automate mentions, inbound DMs, comments
• Setting: configure Webhooks for /{user-id}/mentions
3.3 Twitter API (v2)
• Feature: automate tweet and DM sync with CRM
• Setting: Account Activity API webhook for automated streaming
3.4 LinkedIn Marketing API
• Feature: automate company page posts and message ingestion
• Setting: Share and Comment endpoints, auto-pull activity logs
3.5 Google Business Profile API
• Feature: automate reviews, Q&A, and customer engagement
• Setting: Reviews and Questions endpoints polling
3.6 Yelp Fusion API
• Feature: automate review retrieval and sync
• Setting: /businesses/{id}/reviews polling
3.7 Trustpilot API
• Feature: automate feedback integration
• Setting: Business Unit endpoints auto-fetch
3.8 TripAdvisor Content API
• Feature: automate review capture
• Setting: Webhook on new review event
3.9 Slack Web API
• Feature: automate social-to-team notification
• Setting: Incoming webhooks, chat.postMessage automate team routing
3.10 HubSpot API
• Feature: automate CRM contact sync from all social channels
• Setting: Contacts API + custom social properties auto-population
3.11 Salesforce API
• Feature: automate lead and interaction capture
• Setting: REST API call to /services/data/vXX.X/sobjects/Lead
3.12 Zoho CRM API
• Feature: automate activities and notes creation
• Setting: Insert Records API for automated notes
3.13 Pipedrive API
• Feature: automate deal updates and contacts from social
• Setting: /persons & /activities endpoints automate syncing
3.14 Microsoft Dynamics 365 API
• Feature: automate social post and message archiving
• Setting: Web API POST to Activities entity
3.15 Freshdesk API
• Feature: automate ticket creation from social inquiries
• Setting: Tickets API auto-creation
3.16 Zendesk API
• Feature: automate ticket automation from social
• Setting: Tickets API + Channel Framework integration
3.17 Sprout Social API
• Feature: automate unified inbox and CRM sync
• Setting: Webhooks for inbound messages auto-forwarded
3.18 Hootsuite REST API
• Feature: automate content, comments, and review pulling
• Setting: Streams API endpoints automatedly scan
3.19 Intercom API
• Feature: automate conversation syncing
• Setting: Webhooks and Conversations endpoint
3.20 Mailchimp API
• Feature: automate newsletter signup capture
• Setting: Lists/Audience API with social source tag automation
3.21 Google Sheets API
• Feature: automate logging of social interactions for audit
• Setting: Append API to automate row addition
3.22 Airtable API
• Feature: automate record update on CRM from social
• Setting: Automated PATCH on Table records for new social leads
3.23 WhatsApp Business API
• Feature: automate incoming message logging
• Setting: Webhook for messages, auto-update CRM conversation log
3.24 Telegram Bot API
• Feature: automate chat sync to CRM/Airtable
• Setting: getUpdates and sendMessage for contact capture

Benefits

4.1 Automates 360-degree customer overview for Spanish Grill marketer team.
4.2 Streamlines multi-channel presence and automates actionable customer insights.
4.3 Automated response times increase via instant CRM updates.
4.4 Automating social touchpoint logging reduces manual errors.
4.5 Enables robust, automatable reporting and automated follow-up.
4.6 Supports automator-driven loyalty campaign triggers based on real social data.
4.7 Automatable system scales across multiple branches or franchises.