Customer and Lead ManagementPurpose
1.2. Streamline the transfer of contact and inquiry data to CRM or project management systems for efficient client onboarding, scheduling, and lead attribution.
1.3. Aggregate multi-channel inquiries (web, email, social forms) into a unified pipeline for consistent tracking and reporting of sales activities in the context of agricultural services.
Trigger Conditions
2.2. New email arrives in a monitored inbox matching predefined lead criteria (subject, sender, keywords).
2.3. Data received from a third-party embedded form or widget on a service landing page.
2.4. Webhook event from external systems (e.g., chatbots, landing page tools) indicating prospect interest.
Platform Variants
• Feature/Setting: Forms API – connect web form submissions to CRM contacts.
• Sample: Configure endpoint URL and required contact properties.
3.2. Salesforce
• Feature/Setting: Web-to-Lead – map form fields to CRM and define auto-response rules.
• Sample: Generate form HTML from the setup wizard, embed in site.
3.3. Pipedrive
• Feature/Setting: API – /person endpoint for direct lead capture into pipeline.
• Sample: POST new leads via webhook on form submit.
3.4. Zoho CRM
• Feature/Setting: Web Forms & Leads API – push website form data to CRM Leads module.
• Sample: Use HTML code generator, set up import mapping.
3.5. Mailchimp
• Feature/Setting: Audience API – collect signup form or email leads into list.
• Sample: POST subscriber data to /lists/{list_id}/members.
3.6. Google Sheets
• Feature/Setting: Google Forms/Sheets API – auto-append row on submission.
• Sample: Link form action to Sheets append via API call.
3.7. Microsoft Dynamics 365
• Feature/Setting: Web Forms/Data Integration API – capture to Leads entity.
• Sample: Register application, POST JSON form payload to API.
3.8. Freshsales
• Feature/Setting: Web forms/Leads API – auto-create lead entries.
• Sample: Use embed code, configure field mapping.
3.9. ActiveCampaign
• Feature/Setting: Forms API/Contact Automation – create or update contacts from forms.
• Sample: Webhook trigger to /api/3/contacts.
3.10. SendGrid
• Feature/Setting: Inbound Parse Webhook – capture incoming lead emails.
• Sample: Point MX to SendGrid, process email JSON payloads.
3.11. Typeform
• Feature/Setting: Webhooks/API – deliver completed forms to leads endpoint.
• Sample: Configure endpoint in Typeform Connect panel.
3.12. Jotform
• Feature/Setting: Webhook – push form submissions to external endpoints.
• Sample: Enter webhook URL under form settings.
3.13. Gravity Forms (WordPress)
• Feature/Setting: Webhooks Add-On – send captured data to CRM.
• Sample: Configure outbound webhook for each form.
3.14. Wufoo
• Feature/Setting: Webhooks – auto-post form submissions.
• Sample: Add webhook URL in Notifications.
3.15. Intercom
• Feature/Setting: Lead Capture API – create leads from conversation widget forms.
• Sample: Use API to POST new leads data.
3.16. Marketo
• Feature/Setting: REST API – Add Leads endpoint for instant registration.
• Sample: POST to /rest/v1/leads.json.
3.17. Facebook Lead Ads
• Feature/Setting: Graph API Webhook – listen to new lead form events.
• Sample: Subscribe to leadgen webhook, retrieve payload.
3.18. LinkedIn Lead Gen Forms
• Feature/Setting: Marketing Developer Platform API – fetch new leads.
• Sample: Use /leadForms endpoint to pull new records.
3.19. Gmail
• Feature/Setting: Gmail API – monitor inbox and parse new leads using label filters.
• Sample: Apply "Leads" label, watch for new messages.
3.20. Outlook
• Feature/Setting: Microsoft Graph API – trigger on new email matching “lead” rules.
• Sample: Filter on subject and sender via API call.
Benefits
4.2. Reduces loss of inquiries due to human error or legacy processes.
4.3. Maintains organized and up-to-date lead database for sales and service teams.
4.4. Enables segmentation and personalized nurturing at scale.
4.5. Ensures regulatory compliance and lead source auditability for agricultural service providers.