🤳 Leads2.2GHL

Comments & Dms | Collect Email & Phone

Captures an Instagram lead's name, email, and phone via a conversational DM sequence, then routes them to a demo or AI training.

2 triggers 10 steps 2 branches Advanced

What it does

After the initial Instagram engagement is captured, this automation takes the next step — collecting the lead's email address and phone number through a conversational DM sequence. It identifies whether the contact is on Instagram or another channel, tags them, checks if contact details already exist, and branches accordingly. If details are missing, it sends a prompted reply requesting them, waits for the response, validates the data, and updates the contact record. Multiple fallback branches handle non-replies, partial data, and already-complete records — ensuring no contact gets stuck or double-handled.

The value

A social media follower without contact details is just a follower. This automation converts Instagram engagement into a real, enriched CRM contact with an email and phone number — the two assets needed to market and sell to them across every other channel. The conditional logic means it never asks for information the system already has, keeping the conversation natural and non-repetitive.

Where it fits

This is the data enrichment layer that sits directly after the initial Instagram capture automation. Together, automations 1 and 2 form a complete social-to-CRM pipeline: 1 captures the engagement, 2 collects the contact details. For clients running Instagram as a lead generation channel, this pair turns their social audience into a marketable database — which is where the real long-term revenue lives.

Overall purpose

Automatically engage Instagram users who comment on posts or send qualifying DMs, capture their contact information (name, email, phone), and deliver an interactive offer directing them to either an On Demand Demo or AI Instagram training.

The build — trigger → steps → branches

Triggersentry point

Instagram Comment

Comment contains any of: AI, A.I., Start, START, Dm, DM, AIDM, SALES, OS, AIDMSFirst-level comment only (not a reply)

Instagram DM

Instagram DM (Message Type = 18)Message contains any of: AI, A.I., START, Start, start, Free, Case study, Demo, Casestudy

If / Elsesplits into 2

What Is The Trigger?

Instagram ⚡️10 steps

Instagram Comment OR Instagram DM

Tag Contact
Action
Add Contact Tag · ig dm
Instagram Interactive Messenger — Comment Reply In DMs
Action
Interactive DM · Timeout: 5 Minutes
Message: Smart move! Love it! Do you want me to send you access? Start by clicking the word "Free" below.
Path A — No "Free" Click (Timeout)
If / Else
Default Timeout
Send Instagram DM: Follow Up; Wait Until Reply; Go To: Ask For Name
Path B — User Clicks "Free"
If / Else
Ask For Name (Send Instagram DM requesting the contact's name); Wait Until Reply; Update Contact Field: Full Name = user's reply
Email Capture — Is Email Present?
If / Else
Decision
If missing: Send Instagram DM (Ask For Email), Wait Until Reply, continue to Phone Check; If exists: skip directly to Phone Check
Phone Capture — Is Phone Present?
If / Else
Decision
If missing: Send Instagram DM (Ask For Phone), Wait Until Reply, continue to Final Interactive Messenger; If exists: skip directly to Final Interactive Messenger
Final Interactive Messenger
Action
Interactive DM · Timeout: 10 Minutes
Message: Hey {{contact.first_name}}! I'm so excited you're here! Are you ready to unlock the training that has helped thousands of businesses stack MRR? Click the button below to unlock it 👇
Button — On Demand Demo 🧰
Action
URL: https://scalewithos.ai/ondemand
Update Contact Field: source = IG
Button — A.I. Instagram 🤖
Action
URL: https://scalewithos.ai/instagram
Update Contact Field: source = IG
Button — Default Timeout
If / Else
No additional actions configured

None (Catch-All)0 steps

No actions configured — contact exits cleanly.

No actions

instagramdmlead-captureemailphonequalification