Lead Capture

Social Media

Integrate Salesforce with Social Media Platforms

Using Social Studio (Salesforce’s Social Media Management Tool):

• Setup Social Studio: Connect your social media accounts (e.g., Facebook, Twitter, LinkedIn) and monitor social interactions.
• Lead Capture from Social Media: Configure rules within Social Studio to capture social interactions as leads in Salesforce.

Using Third-Party Integrations:

• Zapier: Use Zapier to connect your social media platforms to Salesforce for automated lead creation.
• Pardot (Marketing Automation by Salesforce): Capture leads from social media campaigns and sync them with Salesforce.
• Hootsuite or HubSpot: Integrate these tools with Salesforce to capture leads from social media engagements.

Set Up Social Media Lead Capture Forms

• Facebook Lead Ads: Collect information directly from users and use integrations to push the data to Salesforce.
• LinkedIn Lead Gen Forms: Integrate LinkedIn with Salesforce to automatically import leads from LinkedIn ads.

Custom API Integration

• Facebook Graph API or LinkedIn API: Pull data from social media interactions and create leads in Salesforce.
• Twitter API: Monitor specific hashtags, mentions, or keywords, and create leads in Salesforce.

Use Salesforce Flow or Process Builder for Automation

• Automation of Lead Creation: Automate lead creation and assignment using Salesforce Flow or Process Builder.

Assign and Manage Social Media Leads

• Lead Assignment Rules: Set up rules to automatically route leads to the correct person or team.
• Custom Lead Fields: Track the source of leads and analyze the effectiveness of social media efforts.

Reporting and Analytics

• Campaign Reporting: Measure the effectiveness of social media campaigns with Salesforce’s reporting tools.
• Dashboards: Create custom dashboards to monitor social media lead performance.

Test and Optimize

• Regular Testing: Regularly test your social media integrations and lead generation processes.
• Optimize Campaigns: Use collected data to improve lead quality and conversion rates.

By integrating social media platforms with Salesforce Sales Cloud, setting up automated lead capture, and using Salesforce’s tools to manage and report on these leads, you can effectively generate and manage leads from your social media efforts.