Lead capture automation made simple

What is a lead capture automation system

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As the title suggests, it’s an integrated system between multiple platforms (usually a social media platform, CRM, and an automation SaaS platform) that has a clear logic. It’s specifically designed to streamline the lead capture process’ steps, from the moment a person interacts with your marketing efforts (in this example a Facebook form) to the first sparked conversation (WhatsApp, email, etc., depending on what you need).

Why is it relevant though?

Extracts from Zapier’s paper: “By automating this process every step of the way, you can avoid manually downloading leads and uploading them to the platforms you use the most [...] Instead, the data automatically syncs on a regular basis—potentially even in real-time—so your team will have a lead's information the second they complete that form.”

Also, Nucleus Research found that “marketing automation increases sales productivity by 14.5% and reduces marketing overhead by 12.2%”. Another study by Invespro revealed that 74% of respondents said that the technology’s ability to save them time was its largest benefit.

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As you can see, companies invest a lot of time, effort, and money to develop relevant automations that help companies of all sizes streamline their operations, digitalize, and get better everyday.

Let’s see a real world lead capture automation example

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Let’s take a look at a use case our colleague Petru has created for a customer in the real estate market. 

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1. In simple words, when somebody fills in a Facebook form, the automation searches if the contact exists and decides whether to create or update it.
2. It then downloads documents based on the form (reflecting the person’s interest) and attaches them to a personalized response (email, whatsapp message, telegram) that is sent to the lead. 
3. It will also create an “Activity”, which usually translates to a Task (here a follow up message). 
4. Finally, it updates the CRM so everything is synced. Cool, right?

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We hope this article was helpful in understanding what a lead capture automation is and how it can help. If you intend to automate this process and need a hand, you can write to us on our contact page.