Purpose
1. Automate new client data capture from multiple channels (web, email, chat, SMS, phone) for art restoration service companies.
2. Automatedly route intake data into CRM or project management platforms with accurate mapping.
3. Automator collects vital details: artwork type, damage description, client contact info, restoration history, preferred communication mode.
4. Ensure automatable compliance documentation and consent collection before proceeding with assessments.
5. Reduce manual entry, automate reminders for incomplete submissions, and automate client journey kickoff.
Trigger Conditions
1. Automatedly triggered when a client submits a website form, sends a direct email, responds on WhatsApp, SMS, chat, or phones in.
2. Incoming channel detected by automator, launching pre-built workflow.
3. Automation initiates when new entry in scheduling platform or data received via supported API.
Platform Variants
1. Typeform
• Feature/Setting: Configure webhook for “new response” event; automated data push to CRM API endpoint.
2. JotForm
• Feature/Setting: Enable form submission webhook; automate JSON export to mapped CRM fields.
3. Google Forms
• Feature/Setting: Automate triggers with “on form submit” in Apps Script; automate data post to CRM REST API.
4. Salesforce
• Feature/Setting: Use “Create Record” API in automator; map art restoration client fields for automated intake.
5. HubSpot
• Feature/Setting: Automate “Create Contact” endpoint; webhook from intake form to auto-populate contact, deal, ticket.
6. Zoho CRM
• Feature/Setting: Automate “Leads API” to receive new entries; webhook called on intake completion.
7. Monday.com
• Feature/Setting: Automate item creation via API; map custom columns for artwork data and client info.
8. Airtable
• Feature/Setting: Automation via “Create Record” API; intake platform POSTs structured data on form submit.
9. Pipedrive
• Feature/Setting: Use “Persons” and “Deals” API endpoints; automate mapping from form/channel to deal pipeline.
10. Trello
• Feature/Setting: Automate “Add Card” to specified board/list for new client submissions.
11. Google Sheets
• Feature/Setting: Automate row append via Sheets API; webhook from intake channel feeds client info.
12. Outlook
• Feature/Setting: Automate monitoring for new emails with intake subject or template; parse and push to CRM.
13. Gmail
• Feature/Setting: Set up automation for label-triggered parse; auto-extract information for further automation.
14. Twilio SMS
• Feature/Setting: Automate new SMS received webhook; content parsed and routed to client capture flow.
15. WhatsApp Business API
• Feature/Setting: Automate webhook for incoming message; template-based data extraction to CRM.
16. Slack
• Feature/Setting: Monitor dedicated intake channel; automate message event to parse and submit to CRM.
17. Microsoft Teams
• Feature/Setting: Configure webhook for new message in “Intake” channel; automate data extraction.
18. Calendly
• Feature/Setting: Automate “Invitee Created” event; webhook routes contact and meeting data to CRM.
19. DocuSign
• Feature/Setting: Automate API event for “Envelope Completed”; capture signed intake forms into cases.
20. Intercom
• Feature/Setting: Automate conversation tagged “intake”; auto-extract details, push structured data to CRM.
21. Zendesk
• Feature/Setting: Automate new ticket event; tag and parse tickets for intake, converting to lead/contact.
22. Freshdesk
• Feature/Setting: New ticket API event triggers automated intake flow for further CRM entry.
23. Mailchimp
• Feature/Setting: Automate new signup event webhooks; auto-segment client and sync to master CRM.
24. Docparser
• Feature/Setting: Automate PDF/email intake parsing; configurable rules for data capture and CRM push.
Benefits
1. Automate manual data entry, reducing human error, and enabling always-updated client records.
2. Automatedly unify multi-channel client onboarding into one automatable, consistent workflow.
3. Automating compliance and consent capture, ensuring reliable legal documentation.
4. Accelerate client follow-up and automate project scheduling kickoff for art restoration tasks.
5. Enable automator-driven notifications to the team for instant action on new intakes.
6. Improve data quality with automatable validation steps at entry stage.
7. Automate reminders and follow-ups for incomplete or missing client data, maximizing conversion rates.
8. Enable full audit trail of client intake process through automation logs, boosting transparency.
Client Intake & Communication