Automations
Lead capture automations
4 min read
Turn social media conversations into CRM leads automatically.
How it works
When someone sends a DM or comments with buying intent, an automation can automatically create a Contact or Lead in your CRM — capturing their name and platform info without manual data entry.
Set up lead capture
1
Create a new automation with "New Message" trigger
This captures DM leads.
2
Add intent keywords
E.g. "interested", "buy", "purchase", "price", "demo".
3
Add action: Create CRM Lead
Select this action. Mavrilo auto-fills name from the sender's profile.
4
Optionally add a reply
Send a "Thanks for your interest, we'll be in touch!" reply as a second action.
Tip: Add a "Tag conversation" action as well so you can easily filter lead conversations in the inbox.