Automated lead capture from website and social platforms

Purpose

1.1. Automate lead data capture from all digital touchpoints (website forms, landing pages, DMs, comments) into centralized CRM.
1.2. Automating collection, de-duplication, and segmentation of inbound leads for F&B consulting, capturing relevant business information (restaurant concept, contact details, project scope).
1.3. Enable automated notifications, lead qualification, tagging, routing to consulting specialists, and database enrichment for follow-up and onboarding.
1.4. Facilitate sales pipeline automation for tracking, nurturing, and reporting on prospective hospitality businesses.

Trigger Conditions

2.1. Lead submits a web form on consultant's site.
2.2. New message, comment, or mention on social platforms indicating potential client interest.
2.3. Direct inquiries via WhatsApp, SMS, or Facebook Messenger related to consulting services.
2.4. Zap event (or similar webhook/event from another automator) signifying a new contact or interaction.

Platform Variants

3.1. Salesforce
• Function: Web-to-Lead API
• Automate mapping website form fields to lead objects.

3.2. HubSpot
• Feature: Forms API & Conversation Inbox
• Automate pipeline creation from inbound digital contacts.

3.3. Zoho CRM
• API: Leads.create
• Automating CRM population from website/social trigger.

3.4. Pipedrive
• Endpoint: /leads/add
• Automate lead entity creation with F&B-specific custom fields.

3.5. Mailchimp
• Feature: Audiences API
• Automates addition of new contacts and segmentation tags.

3.6. Facebook Lead Ads
• Setting: Webhooks for Lead Retrieval
• Automator fetches leads instantly for consultant review.

3.7. LinkedIn Lead Gen Forms
• API: Lead Sync
• Automated delivery of inbound data to CRM.

3.8. Instagram Graph API
• Endpoint: /comments, /messages
• Automate DM/comment parsing to discover new leads.

3.9. Google Forms
• Feature: Response Push via Apps Script
• Automatedly forward each response to the CRM.

3.10. Typeform
• Endpoint: Webhooks
• Automation triggers on every form submission.

3.11. Gravity Forms (WordPress)
• Add-On: Webhooks or REST API
• Automate integration with hospitality CRM systems.

3.12. Jotform
• Feature: API Webhook
• Automates new client inquiry push to the database.

3.13. Twilio SMS
• Feature: Incoming SMS Webhook
• Automator extracts potential lead messages for follow-up.

3.14. WhatsApp Business API
• Endpoint: Messages Webhook
• Automate parsing and routing of business queries.

3.15. Intercom
• API: Contact Created
• Automates handoff from messaging widget to lead pipeline.

3.16. Drift
• Trigger: Conversation Webhook
• Automates qualifying chatbot leads for F&B consulting.

3.17. Freshdesk
• API: Tickets to Leads
• Automated conversion of relevant tickets for intake.

3.18. Slack
• Feature: Incoming Webhooks/Events API
• Automates forwarding of actionable mentions (e.g. #lead-inquiries) to CRM.

3.19. Calendly
• Feature: Event Scheduled Webhook
• Automator captures consultation bookings as leads.

3.20. Google Sheets
• Apps Script/REST API
• Automate syncing new list entries as qualified opportunities.

3.21. Microsoft Outlook/Microsoft Graph
• Listener: New Email with Keywords
• Automates parsing and structuring direct consulting email queries.

3.22. Trello
• API: Card Creation in "Leads" List
• Automator tracks new prospect flows from multiple touchpoints.

3.23. Zendesk
• Endpoint: Ticket to CRM
• Automates handoff of relevant F&B consulting support requests.

Benefits

4.1. Fully automated lead funnel—zero manual entry, streamlined lead-to-client journey.
4.2. Supercharges response speed with instant notifications and automatable lead assignments.
4.3. Automates multi-channel capture, consolidating inbound interest for actionable pipelines.
4.4. Fosters more consultative selling—consultants automate tedious intake and focus time on relationships.
4.5. Scalable automation—adapts as lead sources multiply with business growth.