How to build a no-code Messenger and Instagram DM chatbot that captures leads and syncs to MailChimp within Clepher’s free plan

Automation & No-Code

This page explains how to assemble a no-code Messenger and Instagram DM chatbot that captures leads and syncs them to an email list on the free plan. It covers selecting a suitable no-code tool, mapping a basic lead funnel, and ensuring data is delivered to your list without coding. Goal: Enable lead capture via chat and automatic subscriber sync to your email list. Approach: Use a no-code platform that supports messenger and Instagram DM triggers, configure a simple funnel, and test end-to-end before going live.

Who is this for?

- Small business owners wanting effortless lead collection.
- Coaches or consultants seeking appointment-ready leads.
- Marketing teams testing no-code automation.
- Individuals wanting to grow an email list with minimal setup.

Before you start

- Access to a no-code platform with Messenger and Instagram DM support.
- A valid email list (or audience) on your chosen email service.
- Basic familiarity with setting up a basic automation flow.

General Process (How it works)

  1. Define goal Identify data needs and end use to guide data capture and routing.
  2. Choose tool Select a no-code platform with Messenger and Instagram DM support to avoid custom coding.
  3. Design funnel Map a simple lead funnel with a capture form and a follow-up to improve completion.
  4. Configure capture Set up fields for name and email and ensure consent is obtained.
  5. Connect to email list Set up an integration to push captured leads to your email list.
  6. Test end-to-end Run through the full flow from message to list to verify data integrity.
  7. Publish & monitor Go live and monitor performance, adjusting messages and timing as needed.

Watch out in Free Plans

❌ Delays or throttling: Free plans may throttle delivery or have slower processing.
❌ Limited analytics: You may have restricted access to advanced analytics and reporting.
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