How to Collect Leads Information from Instagram: DM Automation Template

Why Automated Lead Collection Matters

In today’s competitive landscape, knowing your leads deeply—their goals, challenges, and contact details—is the key to crafting personalized campaigns that convert. Yet manually DMing every interested follower to gather that data is time-consuming and error-prone. With Inrō’s “Collect Leads Information from Instagram” automation template, you can turn every comment into a structured survey flow that saves responses directly into your CRM. This means richer profiles, smarter segmentation, and high-intent leads ready for your next DM campaign—all without lifting a finger.

CTA: Ready to automate your lead capture? Activate the Lead-Info template now and start building qualified pipelines today!

The Challenge for Marketers, Agencies & Service Businesses

1. Scattered Conversations: Interested prospects drop comments or send generic DMs, but their details often get lost in chat threads.
2. Manual Data Entry: Copy-pasting names, emails, and answers into your CRM sucks up hours each week.
3. Lack of Personalization: Without structured data, follow-up messages feel one-size-fits-all and yield low conversion rates.

Inrō’s template transforms these chaotic interactions into a reliable, data-driven process, so you can deliver the right message to the right person at the right time.

Use Case Overview: Collect Leads Information from Instagram

This turnkey automation template empowers you to:

• Trigger on comments under targeted posts (e.g., “DM me for the free guide!”).
• Send an initial DM inviting them to opt in for a valuable freebie in exchange for survey responses.
• Offer an opt-in button; clicking it launches a multi-question survey.
• Capture survey answers—name, email, goals, challenges—as contact properties in your CRM.
• Deliver the promised freebie automatically once the survey is complete.
• Tag respondents into a “Leads – [Campaign Name]” folder for precise retargeting and personalized follow-up sequences.

Insert Image Here: Visual flowchart of the comment-triggered survey and tagging process in the Inrō dashboard.

Step-by-Step Template Breakdown

1. Comment Trigger

Choose a high-engagement post or story sticker (e.g., “What’s your biggest marketing challenge? Comment below!”). Every new comment matching your criteria kicks off the automation.

CTA: Don’t miss a single inquiry—set up your trigger now!

2. Initial DM & Opt-In Button

Immediately after the trigger, the template sends a friendly DM:

“Hey [Name]—I’d love to send you our Ultimate Marketing Guide. Tap Yes, Send It! to share your details and get it right away.”

The “Yes, Send It!” button, when tapped, confirms consent and moves the conversation to the next step.

Insert Image Here: Screenshot of the DM with the opt-in button in Inrō.

3. Inrō-Hosted Survey for Contact Info

Once opted in, the user receives a multi-question survey within Instagram DMs. Questions might include:

• What’s your full name?
• Email address (for guide delivery)
• Your top marketing goal (e.g., “Generate 50 new leads/month”)
• Biggest challenge right now (e.g., “Low ad ROI”)

Each answer is automatically mapped to a custom contact property in your CRM, creating a detailed lead profile.

4. Automated Freebie Delivery

After the survey is completed, the template sends your promised freebie—whether it’s a PDF, video link, or swipe file—via DM. No manual steps needed.

CTA: Capture richer leads—launch the template and let automation do the work.

5. Tagging & Segmentation for Retargeting

Respondents are tagged into a “Leads – Marketing Guide” folder (or your campaign name). This segment is now primed for personalized DM sequences, using the contact properties you collected—delivering follow-ups that speak directly to their stated goals and challenges.

Insert Image Here: View of the “Leads – Marketing Guide” folder and examples of contact properties in the Inrō CRM.

Conclusion & Next Steps

With Inrō’s “Collect Leads Information from Instagram” template, you’ll transform Instagram engagement into a data-rich lead pipeline:

• Automate your survey and freebie delivery.
• Capture name, email, goals, and challenges directly in your CRM.
• Segment leads for hyper-personalized follow-up sequences.
• Save hours of manual data entry each week.

Final CTA: Ready to turn comments into qualified leads?

👉 Activate the “Collect Leads Information from Instagram” template on Inrō and start building your database—automatically!

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