Multi-channel lead capture (web, phone, social)

Purpose

1.1. Automate multi-channel lead capture to ensure every potential gemology client or jewelry request is logged and categorized automatically, eliminating missed or delayed responses.
1.2. Automator collects inquiries from website forms, phone calls, and social channels, standardizes data, and routes to sales, CRM, and follow-up workflows.
1.3. Automation centralizes, deduplicates, and prioritizes incoming leads, automating notifications, and reporting for the sales team.
1.4. Automatedly syncs lead data to analytics systems to evaluate channel performance and optimize marketing investments.

Trigger Conditions

2.1. New submission on website form or inquiry widget.
2.2. Incoming phone lead (voicemail, SMS, call event).
2.3. Message received via Facebook, Instagram, or WhatsApp Business account.
2.4. Email received in lead-capture inbox.
2.5. Automated chat conversation initiated with a bot or live agent on supported platforms.

Platform Variants

3.1. Twilio (SMS/Voice)
• Feature/Setting: Programmable Messaging API, Voice Webhooks; configure to trigger automation on message/call received event.
3.2. SendGrid
• Feature/Setting: Inbound Parse Webhook; configure to automate parsing of incoming lead emails.
3.3. Facebook Messenger
• Feature/Setting: Messenger Platform Webhooks; configure automated lead event for each new message.
3.4. Instagram
• Feature/Setting: Instagram Messaging API; automate capturing DMs to business account.
3.5. WhatsApp Business
• Feature/Setting: Cloud API Webhooks; configure for automated trigger on each incoming chat.
3.6. Typeform
• Feature/Setting: Webhook; automate on new form completed event for jewel/gemology interest.
3.7. Gravity Forms
• Feature/Setting: Webhooks Add-On; automate when a jewelry inquiry is submitted.
3.8. HubSpot
• Feature/Setting: Forms API & Conversations Inboxes; automate on new form/chat interaction.
3.9. JotForm
• Feature/Setting: Webhook integration; automate post-submission processing.
3.10. Google Forms
• Feature/Setting: Apps Script Webhook; automate on new submission to gemology interest form.
3.11. Intercom
• Feature/Setting: Webhooks or Inbox API; automate for each new chat or ticket received.
3.12. Zendesk
• Feature/Setting: Triggers & API; automate to capture inquiry tickets into CRM.
3.13. LiveChat
• Feature/Setting: Webhooks; automate event capture on new chat start.
3.14. Freshdesk
• Feature/Setting: Webhooks; automate any ticket with gemology/jewelry keyword.
3.15. Pipedrive
• Feature/Setting: Lead API; automate creating and updating leads.
3.16. Salesforce
• Feature/Setting: Web-to-Lead and REST API; automate lead insertion and enrichment.
3.17. Calendly
• Feature/Setting: Webhooks; automate on new scheduled gem consultation event.
3.18. Mailgun
• Feature/Setting: Inbound Route Webhook; automate parsing for lead emails.
3.19. Microsoft Teams
• Feature/Setting: Channel Webhooks; automate when new message in “Leads” channel is received.
3.20. Slack
• Feature/Setting: Incoming Webhooks; automate lead messages posted to “new-inquiries” channel.

Benefits

4.1. Automates consolidation of multi-source gemology leads into a single queue.
4.2. Automated data capture eliminates manual copy-paste, reducing errors and latency in lead response.
4.3. Automator provides categorization and prioritization, making sales follow-up faster and smarter.
4.4. Automation of real-time notifications ensures no hot jewelry lead is missed.
4.5. Automated analytics feed enables periodic review, optimizing marketing and channel mix.
4.6. Automating lead assignment to correct team member by territory, value, or availability.
4.7. Automator supports audit trails and compliance by logging all lead source data.