Sales and Lead Management AutomationPurpose
1.2. Enable automated lead collection, enrichment, qualification, assignment, and follow-up to streamline global wholesale jewelry sales.
1.3. Support automating cross-platform data consolidation, automated status tracking, and automated downstream sales tasks.
1.4. Reduce manual data entry and response delays by automating repetitive lead management workflows.
Trigger Conditions
2.2. New follower or mention with sales intent keyword (e.g., “bulk jewelry order” or “export inquiry”).
2.3. Lead form filled on paid ad campaign (e.g., Facebook Lead Ads).
2.4. Specific hashtag, keyword, or geotag relevant to jewelry export mentioned in social conversation.
Platform Variants
• Feature/Setting: Graph API “Leadgen” and “Messenger Webhooks”; configure webhooks to automate collecting leads from forms or messages.
3.2. Instagram
• Feature/Setting: Instagram Graph API “@mention” or “Direct Message Webhook”; automate DM or tagged comment monitoring.
3.3. LinkedIn
• Feature/Setting: LinkedIn Marketing Developer Portal; automate extraction of Lead Gen Forms using REST API.
3.4. WhatsApp
• Feature/Setting: WhatsApp Business API; automate inbound message parsing for structured lead data.
3.5. Twitter/X
• Feature/Setting: Twitter API v2 “Filtered Stream” and “Direct Message Events”; automate by configuring keyword filters.
3.6. TikTok
• Feature/Setting: TikTok Lead Generation API; automate data sync for campaign leads.
3.7. Snapchat
• Feature/Setting: Snapchat Marketing API “Leads Endpoint”; automate importing campaign-generated leads.
3.8. Pinterest
• Feature/Setting: Pinterest API “Lead Ad Form Submission”; automate ingestion via webhooks.
3.9. YouTube
• Feature/Setting: YouTube Data API “CommentThreads.list”; automate parsing inquiries from video comments.
3.10. Google Ads
• Feature/Setting: Google Ads API “Lead Form Asset Service”; automate fetching lead form responses.
3.11. HubSpot
• Feature/Setting: HubSpot CRM API “Contacts Endpoint”; automate inbound sync from social sources.
3.12. Salesforce
• Feature/Setting: Salesforce REST API “Lead Object”; automate creation of leads from social data.
3.13. Zoho CRM
• Feature/Setting: Zoho CRM API “Insert Records”; automate lead injection workflow.
3.14. Pipedrive
• Feature/Setting: Pipedrive API “Leads Endpoint”; automate importing social leads as new deals/leads.
3.15. Mailchimp
• Feature/Setting: Mailchimp API “Add Subscriber to Audience”; automate list growth from social entries.
3.16. Microsoft Teams
• Feature/Setting: Microsoft Graph API “Channel Messages”; automate lead notifications to sales teams.
3.17. Slack
• Feature/Setting: Slack API “Incoming Webhooks”; automate posting new social leads to sales channels.
3.18. Telegram
• Feature/Setting: Telegram Bot API “getUpdates”; automate polling and extracting message leads.
3.19. Gmail
• Feature/Setting: Gmail API “Watch for New Messages”; automate extracting leads from social notification emails.
3.20. Google Sheets
• Feature/Setting: Google Sheets API “Append Rows”; automate structured storage and tracking of social leads.
Benefits
4.2. Centralizes all automatable lead information, supporting systematic automated follow-up.
4.3. Automates assignment and notifications to sales reps for immediate action.
4.4. Automating exports to CRMs ensures seamless migration from inquiry to sale.
4.5. Provides export-ready analytics due to automated, structured data capture.
4.6. Enables scalable, high-velocity sales automation across global time zones.
4.7. Improves wholesale customer satisfaction by automating rapid response and engagement.
4.8. Reduces human oversight requirements, maximizing jewelry export business efficiency with automation.