With automation rules, you can automatically create contact, lead, and case records in the CRM. You can trigger the creation of records when a user leaves a reply on your Twitter page.
For example, if you receive a reply that says, “How do I buy this product?”, you can assume this to be a lead for your business and create a lead record for the user.
Additionally, you can specify tags or keywords that must be present in the reply.
For instance, if the tag is “want to subscribe”, and a user Tweets a reply that matches the tag, you can assume them to be a lead and trigger the creation of a lead record.
Follow these steps to add a rule:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials > Conversations.
- Select Social. The Social module dashboard opens.
- Click Manage Accounts on the bottom left corner of the screen. The Social Settings window opens.
- Click Automation > Twitter on the left-hand side.
- Click on +Add Rule. The Add automation window opens.
- Enter or select the following information -
- Name: Provide a title for the rule.
- Select trigger: Choose when the record must be created (on receiving a reply).
- Contains Keywords: Enter the keywords that must be present in the reply.
- Choose action: Choose which record to create.
- Click Save.