What is a lead capture automation system
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.
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
Let’s take a look at a use case our colleague Petru has created for a customer in the real estate market.
- 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.
- 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.
- It will also create an “Activity”, which usually translates to a Task (here a follow up message).
- Finally, it updates the CRM so everything is synced. Cool, right?
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.
