Get quote requests from your DMs
DM-based quote capture
By inro.social
What this automation does
- Monitors DMs for keywords QUOTEME or QUOTE ME and triggers when a match occurs.
- Responds with an intro message: Happy to help! Fill in the form and we'll send your quote.
- Presents a conversion link button: Get my quote that opens a quote form and expires after 2 hours.
- If the link is clicked, the contact is moved into folder 11275 for follow-up.
- If the form isn't completed within the expiry window, a reminder message is sent: Did you get a chance to fill in the form?
How it works
- Trigger: messages with keywords in any scope; content_filter: keywords; keywords_logic: or; strict_keywords_match: false.
- Actions: intro message, conversion link, folder assignment, reminder.
When to use
- To capture quote requests directly from DMs for service-based businesses.
- Ideal for fast, low-friction lead capture and automated follow-up in social messaging.
Customization
- You can adjust the intro text, the quote form URL, expiry duration (currently 2 hours), and the reminder copy as needed.