Build a Messaging Platform DM and Social Direct Messages chatbot in an Automation Platform to capture leads and sync contacts to an Email Marketing Tool and a Spreadsheet

Automation & No-Code

A practical no‑code guide to building a lead‑capture chatbot across messaging channels, with data syncing to your email tool and spreadsheet.

Who is this for?

Marketing teams, small businesses, and non‑technical teams looking to capture and manage leads from messaging channels

Before you start

Access to the chosen automation platform, permissions to connect your messaging channels, and a target list in the email marketing tool.

General Process (How it works)

  1. Define goals, success metrics, data schema, and permission requirements.
  2. Create DM conversations for both channels with lead capture and qualification prompts.
  3. Set up connectors to the messaging platform, email tool, and spreadsheet; map fields.
  4. Create forms or quick replies to collect name, email, and consent.
  5. Create or update contact records and subscribe to lists with opt-in status.
  6. Append new leads to a centralized sheet with timestamps and source.
  7. Run end-to-end tests with sample leads and verify data integrity.
  8. Publish, monitor engagement, and iterate based on feedback.

Watch out in Free Plans

❌ Triggers may have rate limits
❌ Testing required for free tier
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