Purpose
1. Capture and consolidate prospective client information submitted via website forms and incoming emails into a central system for antenna service providers.
2. Eliminate manual data entry, automate lead validation, and rapidly route leads to sales or service teams specializing in rigging & installation of aerial systems.
3. Standardize and enforce lead quality checks, auto-tagging, and client assignment for onboarding and follow-up workflows.
4. Link sources such as web forms, web chat, and sales inquiry emails to ensure no potential client is missed in the pipeline.
Trigger Conditions
1. New form submission on website landing or service request pages.
2. Incoming email to designated lead capture addresses (e.g., info@, sales@).
3. Direct message received via embedded chat widget or SMS-to-lead system.
4. New lead entry detected in external marketing platforms (connected via API).
Platform Variants
1. HubSpot
• Feature/Setting: "Form Submission" workflow trigger; configure with form ID to auto-add new contacts.
2. Salesforce
• Feature/Setting: "Web-to-Lead" API; set up with object mapping for custom antenna service fields.
3. Zoho CRM
• Feature/Setting: "Web Forms" with automation rules; specify lead source and assignment options.
4. Microsoft Power Automate
• Feature/Setting: "When a new email arrives" trigger; parse for structured lead info and map to SharePoint/Excel.
5. Google Workspace (Gmail/Sheets)
• Feature/Setting: "New Email in Gmail" trigger; extract sender and body data, append to "Leads" Google Sheet.
6. Pipedrive
• Feature/Setting: "LeadBooster" Chatbot and Web Forms; sync to Deals pipeline.
7. Typeform
• Feature/Setting: "Responses webhook"; configure POST to custom endpoint/API for each submission.
8. Jotform
• Feature/Setting: "Integrations" > CRM (pick and configure target CRM or endpoint).
9. Gravity Forms (WordPress)
• Feature/Setting: "Zapier Add-On" or direct "Webhooks Add-On"; pass data to lead management backend.
10. Mailparser
• Feature/Setting: "Mailbox rule" for parsing structured lead info from incoming emails.
11. Intercom
• Feature/Setting: "New Lead Trigger"; configure conversation assignment to sales or onboarding teams.
12. Drift
• Feature/Setting: "Playbooks" for qualifying leads; auto-push data to CRM via webhook.
13. Facebook Lead Ads
• Feature/Setting: "Leads Access" API; set up access token and map fields.
14. LinkedIn Lead Gen Forms
• Feature/Setting: "Lead Sync" API; schedule data pulls and map to system.
15. Slack
• Feature/Setting: "Incoming Webhooks" or "Slash Commands"; trigger new lead alert to relevant channel.
16. Trello
• Feature/Setting: "Email-to-Board" or "Power-Up" integration; card creation per new web/email lead.
17. Twilio
• Feature/Setting: "Programmable SMS Webhook" and "Phone Numbers"; forward SMS as new leads.
18. ActiveCampaign
• Feature/Setting: "Site Tracking" and "Form Automations" for lead capture and tagging.
19. SendGrid
• Feature/Setting: "Inbound Parse Webhook"; configure address and parsing instructions for emails.
20. Freshdesk
• Feature/Setting: "Ticket Creation via Email/Web Forms" mapped to lead capture automation.
21. Asana
• Feature/Setting: "Email-to-Task" feature; forward website/email leads as new onboarding tasks.
22. Monday.com
• Feature/Setting: "Forms" and "Automations" for new item capture and contact assignment.
Benefits
1. Eliminates manual entry, ensuring speed and accuracy in client data collection.
2. Centralizes leads from multiple digital sources, reducing missed opportunities.
3. Ensures structured intake, categorization, and swift response for aerial systems projects.
4. Frees administrative bandwidth for higher-value sales or technical onboarding activities.
5. Supports real-time analytics and reporting on lead volume, source, and conversion.
Client Management & Onboarding