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      How can I capture a lead though a SMOC flow and integrate the data captured?

      Learn how to streamline lead capture using SMOC flows and seamlessly integrate the collected data into your system.

      Prerequisites

      To perform this tutorial you to have set up a SMOC flow to capture data on. This use case is extended in:

      • Convert a lead to customer with reward (soon to be link)
      • Referral lead and then convert a lead to customer with reward (soon to be link)

      This case can also be combined with:

      • Capture survey data (soon to be link)

      Use case

      User story overview Alternatives / comments
      (a) A prospect or customer of a SMOC client  
      (b) Enters a SMOC client's website(link)  Can be app(link), landing page(link)
      (c) Is not identified  
      (d) And interacts with SMOC flow  
      (e) During interaction is presented with a form where (s)he leaves contact details. Contact is now identified
      Exit:  
      (i) Data is stored on the SMOC flow analytics  

      (ii) Data is stored on the SMOC contact profile and customer is set to lead or none state

      		 if Zapier(link) is set up, data flows through to your other integrated systems

      Interaction diagram