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Automated lead capture from website forms and social media

Purpose

1.1. To automate lead capture from architecture firm websites and social media, ensuring every client inquiry or expression of interest is instantly recorded, routed, and followed up.
1.2. To enable automated, real-time sync of contact data into CRM systems, auto-assign leads to sales teams, and provide status updates, reducing manual entry and missed opportunities.
1.3. To automate responses, flag high-value projects, and centralize communication from online forms and social channels for design practitioners in architecture.

Trigger Conditions

2.1. Website form submitted via contact, inquiry, or project brief page.
2.2. Direct messages or comments received on company social media profiles.
2.3. New follower or mention with project keywords on LinkedIn, Twitter, or Facebook.
2.4. Email received on dedicated inquiry address with attached drawings or specs.

Platform variants

3.1. HubSpot
• Feature: Forms API – automate lead import when a web form is filled.
• Sample: Configure Webhooks to trigger CRM contact creation.
3.2. Salesforce
• Feature: Web-to-Lead and REST API – automate lead creation and assignment.
• Sample: POST request to /services/data/vXX.0/sobjects/Lead.
3.3. Jotform
• Feature: Webhook integration – automate sending form data to lead management app.
• Sample: Enable webhook URL in form settings.
3.4. Typeform
• Feature: Webhooks – automate submission push to CRM or email tool.
• Sample: Add webhook endpoint in Connect.
3.5. Gravity Forms (WordPress)
• Feature: Zapier add-on – automate form data relay to various platforms.
• Sample: Map fields to automation action in plugin settings.
3.6. Google Forms
• Feature: App Script triggers – automate new entry extraction.
• Sample: “onFormSubmit” trigger to call REST endpoint.
3.7. LinkedIn
• Feature: Lead Gen Forms API – automate capture of ad campaign leads.
• Sample: Use /v2/leadForms endpoint for pulling leads.
3.8. Facebook
• Feature: Graph API – automate lead retrieval from Lead Ads and Messenger.
• Sample: GET /{page-id}/leadgen_forms.
3.9. Instagram
• Feature: Instagram Graph API – automate DM and comment monitoring.
• Sample: /me/messages endpoint for automating replies or extraction.
3.10. Twitter/X
• Feature: Account Activity API – automate capture of direct messages and mentions.
• Sample: Webhook configuration for “tweet_create_events”.
3.11. Slack
• Feature: Incoming Webhooks – automate notification to sales channel on new lead.
• Sample: POST message to /services/{webhook_id}.
3.12. Microsoft Teams
• Feature: Connector – automate alert posting for new captured lead.
• Sample: Configure Incoming Webhook connector for notifications.
3.13. Airtable
• Feature: API – automate new record creation during form or social capture.
• Sample: POST to /v0/{baseId}/{tableName}.
3.14. Pipedrive
• Feature: API – automate deal or contact creation.
• Sample: POST to /v1/deals or /v1/persons.
3.15. Notion
• Feature: API – automate database row insertion from captured leads.
• Sample: POST to /v1/pages for automated log.
3.16. Mailchimp
• Feature: API – automate lead to subscriber conversion.
• Sample: POST to /lists/{list_id}/members upon capture.
3.17. Zoho CRM
• Feature: Web Forms and API – automate entry and routing of new leads.
• Sample: Use /crm/v2/Leads for automation.
3.18. Intercom
• Feature: Conversations API – automate logging of new inquiries.
• Sample: POST message via /conversations for auto-ticket creation.
3.19. Trello
• Feature: API – automate card creation for follow-up tasks.
• Sample: POST to /1/cards to create new lead cards.
3.20. ClickUp
• Feature: Task API – automate new lead task in sales pipeline list.
• Sample: POST to /api/v2/list/{list_id}/task for automated workflow.
3.21. SendGrid
• Feature: Inbound Parse API – automate receiving form-generated emails.
• Sample: Route emails from forms to Parse endpoint for automation.
3.22. Monday.com
• Feature: API – automate lead ingestion into boards and assign automator.
• Sample: POST to /v2 with create_item mutation.
3.23. Freshsales
• Feature: API – automate add or update of lead record.
• Sample: POST to /crm/sales/api/leads.

Benefits

4.1. Automates instant lead data entry, reducing human error and lost opportunities.
4.2. Automatedly routes and assigns leads, boosting response speed and follow-up rates.
4.3. Cross-platform automation delivers unified pipeline visibility and real-time team alerts.
4.4. Automates personalized replies, ensuring clients get immediate acknowledgment.
4.5. Automated data sync for analytics, reporting, and campaign optimization.
4.6. Enables automating multi-channel communication in one workflow, increasing team productivity.
4.7. Supports GDPR and record-keeping automation by logging all contacts systematically.

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