GoHighLevel Automation Tutorial | 3. Add Social Media Leads To Your Sales Pipeline

Hasib Ashad
12 Feb 202305:02

Summary

TLDRThis tutorial video guides viewers on integrating social media platforms like Facebook and Instagram with a CRM system to streamline lead management. It demonstrates how to set up a workflow that automatically creates opportunities in the 'main pipeline' when there's a message on Messenger or Instagram Direct. The process involves connecting social media accounts, configuring workflow triggers for messages, and categorizing leads with tags for easy management and communication.

Takeaways

  • ๐Ÿ”— The video explains how to integrate social media leads into a CRM system under the 'Opportunities' section.
  • ๐Ÿ“‚ To achieve this, one must connect their Facebook and Instagram accounts to the CRM settings under 'Integrations'.
  • ๐Ÿ“ Ensure that the Instagram account is linked to the Facebook page for proper synchronization of Instagram DMs.
  • ๐Ÿ› ๏ธ The video demonstrates creating a new workflow in the CRM's 'Automation' section to handle incoming messages.
  • ๐Ÿ“Œ Workflow triggers are set up for both Facebook Messenger and Instagram DMs to initiate the workflow.
  • ๐Ÿ“‘ The workflow is designed to create new 'Opportunity' records in the 'main pipeline' with the contact's name as the lead name.
  • ๐Ÿท๏ธ Opportunities are tagged based on the source of the message, either 'messenger' or 'Instagram' for easy categorization.
  • ๐Ÿ“ The video suggests using tags or custom fields to denote the source of the lead, such as 'social'.
  • ๐Ÿ’ก It's important to save the workflow after setting up multiple triggers to ensure proper functionality.
  • ๐Ÿš€ Once the workflow is published, the CRM will automatically create opportunity records and categorize them based on the message source.

Q & A

  • What is the main objective of the video?

    -The main objective of the video is to demonstrate how to make social media leads appear on opportunities within a CRM system.

  • Which social media platforms are discussed in the video for lead integration?

    -The video discusses the integration of leads from Facebook and Instagram.

  • What is the name of the pipeline where the social media leads are to be displayed?

    -The pipeline where social media leads are to be displayed is called 'main pipeline'.

  • How does the video suggest connecting social media accounts to the CRM?

    -The video suggests going to the 'Settings' and then 'Integrations' to connect Facebook and Instagram accounts to the CRM.

  • Why is it necessary to connect Instagram to Facebook for lead integration?

    -It is necessary to connect Instagram to Facebook to receive Instagram DMs in the CRM, as Instagram accounts need to be linked with Facebook pages.

  • What is the purpose of creating a new workflow in the CRM as shown in the video?

    -The purpose of creating a new workflow is to automate the process of creating opportunities from social media leads when they reply via Facebook Messenger or Instagram DM.

  • What triggers the workflow for creating opportunities from social media leads?

    -The workflow is triggered by customer replies on Facebook Messenger or Instagram DM.

  • How does the video suggest categorizing leads from Messenger and Instagram?

    -The video suggests adding tags such as 'messenger' and 'Instagram' to categorize leads from Messenger and Instagram respectively.

  • What is the recommended practice for naming workflows in the CRM?

    -The recommended practice is to name workflows as relevant as possible to their purpose, such as 'social leads main pipeline'.

  • How does the video recommend saving the workflow with multiple triggers?

    -The video recommends saving the workflow after setting up each trigger to ensure all triggers are included and functional.

  • What is the final outcome of following the steps in the video?

    -Following the steps in the video results in the automatic creation of opportunities in the 'main pipeline' and the addition of tags to categorize leads from Messenger and Instagram.

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Related Tags
Social MediaCRM IntegrationLead ManagementFacebook LeadsInstagram DMsWorkflow AutomationSales PipelineCustomer EngagementTagging SystemMessaging Apps