Integration of social media inquiries into CRM

Purpose

1.1. Automate the capture and management of social media inquiries by seamlessly integrating messages, comments, and mentions from platforms (Facebook, Instagram, Twitter, LinkedIn, WhatsApp, Messenger, etc.) directly into the CRM for a portrait studio.
1.2. Enable real-time automated responses, categorization, assignment to team members, and tracking of client leads.
1.3. Reduce manual effort by automating import of all prospect messages, inquiries, and bookings into lead pipelines, tagging content, and automating first engagement steps.
1.4. Automating enables faster lead qualification, better inquiry management, and full customer journey visibility.

Trigger Conditions

2.1. New direct message, comment, or mention detected on monitored social channel.
2.2. Automated receipt of Facebook/Instagram lead form submission.
2.3. Specific keywords (e.g. “portrait session”, “quote”, “booking”) found in incoming message.
2.4. Automated trigger if message contains attachment or is outside business hours.

Platform Variants

3.1. Facebook Graph API
• Feature/Setting: Automate webhook trigger for new messages and lead form completions.
• Sample: Configure webhook for “messages”, “feed”, and “leadgen”.

3.2. Instagram Graph API
• Feature/Setting: Automate direct message and comment capture via webhook.
• Sample: Subscription to “comments” and “direct_messages” events.

3.3. Twitter API v2
• Feature/Setting: Automate webhook for mentions, DMs, and tweet events.
• Sample: Set up stream filter for “@username” and “DM_received”.

3.4. LinkedIn API
• Feature/Setting: Automate monitoring of company page messages and form submissions.
• Sample: Use “communications”, “messaging”, and “leads” endpoints.

3.5. WhatsApp Business API
• Feature/Setting: Automate webhook for incoming messages.
• Sample: Configure endpoint for “messages” event.

3.6. Messenger Platform API
• Feature/Setting: Automate real-time inbound message capture.
• Sample: Webhook for “message_received” event.

3.7. Google My Business API
• Feature/Setting: Automate capture of new questions, reviews, and direct messages.
• Sample: Enable “questions” and “messages” notifications.

3.8. Zapier Webhooks
• Feature/Setting: Automate cross-platform trigger for social leads.
• Sample: Catch incoming webhook and map to CRM fields.

3.9. HubSpot CRM
• Feature/Setting: Automate lead creation and workflow.
• Sample: Configure “Create Contact” API, property mapping, and assign lifecycle stage.

3.10. Salesforce
• Feature/Setting: Automate lead or case creation from social media event.
• Sample: Use “Lead.Create” endpoint, custom mapping and assignment rules.

3.11. Zoho CRM
• Feature/Setting: Automate lead insertion, deduplication, and workflow.
• Sample: Utilize “Leads” API and trigger “assignment_rule” action.

3.12. Pipedrive
• Feature/Setting: Automate lead/deal creation from webhook.
• Sample: “Add a Person” and “Add a Deal” endpoints.

3.13. Monday.com
• Feature/Setting: Automate item creation and auto-tagging in pipeline board.
• Sample: “Create Item” mutation in GraphQL API.

3.14. Trello
• Feature/Setting: Automate creation of card in specific list.
• Sample: POST to “/cards” endpoint.

3.15. Airtable
• Feature/Setting: Automate new record insertion and assign follow-up owner.
• Sample: Use “Create Record” API, map inquiry data to fields.

3.16. Notion
• Feature/Setting: Automate page creation in inquiry database.
• Sample: “Create Page” endpoint with content blocks and tags.

3.17. ClickUp
• Feature/Setting: Automate task or lead item creation in Inbox.
• Sample: “Create Task” API with custom field mapping.

3.18. Microsoft Dynamics 365
• Feature/Setting: Automate lead, activity, or case creation.
• Sample: Use “Create a record” API for Entity “Lead”.

3.19. Freshworks CRM
• Feature/Setting: Automate new contact and deal on social trigger.
• Sample: “Contacts” and “Deals” endpoints.

3.20. Intercom
• Feature/Setting: Automate lead message logging and follow-up trigger.
• Sample: Use “Conversations” and “Leads” APIs for automated capture.

Benefits

4.1. Automates lead capture, eliminating manual data entry and response delays.
4.2. Automator improves inquiry responsiveness and client satisfaction, boosting conversion.
4.3. Automatedly centralizes all social contact history, enabling team collaboration and reporting.
4.4. Automation ensures that no inquiry is missed, automatable workflows facilitate consistent engagement.
4.5. Automating filters and organizes inquiries for smart lead routing and effective nurturing.