Customer and Partner Engagement AutomationPurpose
1.2. Reduce manual data entry errors and ensure timely updates to contact records for improved tracking and response.
1.3. Enable fast, automated routing and segmentation for follow-up by sales or partnership staff.
1.4. Aggregate multi-channel communications (e.g., web forms, direct email) for a 360° customer/partner view.
1.5. Support compliance by capturing original inquiry information directly within CRM for future reference and reporting.
Trigger Conditions
2.2. Submission of a website contact form or landing page inquiry.
2.3. Tagging or flagging of emails by internal staff indicating CRM update required.
2.4. Detection of defined keywords (e.g., “partnership,” “deal,” “distribution”) in inbound correspondence.
2.5. File attachment with specific formats (PDF, DOCX) included in email for prospect profiling.
Platform Variants
3.1. Gmail API
• Feature/Setting: Enable Gmail API; configure “Users.messages.list” and “Users.messages.get” to collect emails from a designated inbox.
3.2. Outlook (Microsoft Graph API)
• Feature/Setting: Use “/me/mailFolders/inbox/messages” to monitor for new messages and “/me/messages/{id}” to fetch details.
3.3. Mailgun
• Feature/Setting: Use Routes with “forward()” action; parse webhooks for new mail event.
3.4. SendGrid Inbound Parse Webhook
• Feature/Setting: Parse POST data on form/email receipt and trigger outbound webhook.
3.5. Zoho Mail API
• Feature/Setting: Use “messages” endpoint; poll for unread or new messages matching filter rules.
3.6. HubSpot Forms API
• Feature/Setting: Receive submissions via Forms endpoints; configure callback URL for automation steps.
3.7. Typeform Webhooks
• Feature/Setting: Enable webhooks to POST submission responses to endpoint for CRM ingestion.
3.8. JotForm Webhook
• Feature/Setting: Use “Webhook Integration” to receive new contact requests.
3.9. Microsoft Forms
• Feature/Setting: Use Power Automate to trigger on form submission; call CRM API.
3.10. Salesforce REST API
• Feature/Setting: Use “/services/data/vXX.X/sobjects/Lead” (POST) for new lead creation.
3.11. Dynamics 365 Web API
• Feature/Setting: Endpoint “/api/data/v9.0/leads” to input contact data automatically.
3.12. Pipedrive API
• Feature/Setting: POST to “/persons” and “/deals” for contact and opportunity creation.
3.13. Copper CRM API
• Feature/Setting: POST to “/v1/people” or “/v1/leads”; configure mapping from parsed data.
3.14. Freshsales API
• Feature/Setting: Use “/api/leads” (POST); map relevant fields from inbound content.
3.15. Insightly API
• Feature/Setting: POST to “/Contacts” and “/Leads”; parse and assign properties.
3.16. Zoho CRM API
• Feature/Setting: POST to “/crm/v2/Leads”; map form/email fields to CRM keys.
3.17. monday.com API
• Feature/Setting: Use “create_item” mutation; map as CRM board contact.
3.18. Bitrix24 REST API
• Feature/Setting: Call “crm.lead.add” or “crm.contact.add” endpoints.
3.19. Airtable API
• Feature/Setting: POST to “/v0/{baseId}/{tableName}” for new entries.
3.20. SugarCRM API
• Feature/Setting: POST to “/rest/v11_1/Leads”; use payload from processed email/form.
3.21. ActiveCampaign API
• Feature/Setting: POST to “/api/3/contacts” to add/update contact.
3.22. HighLevel API
• Feature/Setting: POST to “/contacts/” with mapped email/form payload.
3.23. Keap (Infusionsoft) API
• Feature/Setting: POST to “/contacts” and associate tags/notes from inquiry.
3.24. Intercom API
• Feature/Setting: POST to “/contacts” (Leads endpoint) with data transformation.
3.25. Trello API
• Feature/Setting: POST to “/1/cards” on CRM board for unconventional CRM solutions.
Benefits
4.2. Enhance accuracy and completeness of CRM data.
4.3. Free staff from manual copy/paste work and enable redeployment to higher-value tasks.
4.4. Provide reporting on inquiry origins and engagement conversion rates.
4.5. Support scalable growth by automating partner and customer onboarding from first contact.