Customer Relationship & Lead ManagementPurpose
1.2. Enable natural stone wholesalers to automate lead management, nurturing, and follow-up by capturing, tracking, and updating customer information automatically upon form submission.
1.3. Automatedly escalate leads for sales team action, trigger automated nurturing, and integrate multi-channel lead sources with CRM for unified view and reporting.
Trigger Conditions
2.2. Detect new form data via webhook or scheduled polling of form endpoints.
2.3. Lead is captured when submission matches specified validation criteria (e.g., valid email, product interest selected).
Platform Variants
• Feature/Setting: HubSpot Forms API; automate capturing new submissions with "Create Contact" endpoint (POST /contacts/v1/contact).
3.2. Salesforce
• Feature/Setting: Web-to-Lead; automate using "REST API: Create Lead" (POST /services/data/vXX.X/sobjects/Lead/).
3.3. Zoho CRM
• Feature/Setting: Zoho Forms integration and "Leads API" (POST /crm/v2/Leads); configure to automate lead record creation.
3.4. Pipedrive
• Feature/Setting: Web Forms; automate via "Add a person" and "Add a deal" APIs after form submission.
3.5. Freshsales
• Feature/Setting: Freshsales API "Leads endpoint" (POST /api/leads); automate to create new leads on form submission.
3.6. Microsoft Dynamics 365
• Feature/Setting: "Create a Lead (POST /leads)" endpoint; trigger automation from form webhook.
3.7. Monday.com
• Feature/Setting: Monday.com Forms with "items.create" GraphQL API mutation; automate board item insertion.
3.8. ActiveCampaign
• Feature/Setting: API "Contact Sync" (POST /api/3/contacts); automate to sync website form data to contacts.
3.9. Insightly
• Feature/Setting: Automated "Lead endpoint" (POST /v3.1/Leads); trigger automation on new form event.
3.10. Copper
• Feature/Setting: "Create Person" API (POST /v1/people); use webhook to automate new record creation.
3.11. SugarCRM
• Feature/Setting: REST API "Create a Lead" (POST /Leads); automate integration with form data.
3.12. Keap (Infusionsoft)
• Feature/Setting: REST API "Create Contact" (POST /contacts); automate lead record creation.
3.13. Pipefy
• Feature/Setting: Start Form automator with "Cards API" (POST /cards); automate new pipe cards.
3.14. Google Sheets + Apps Script
• Feature/Setting: Google Forms response trigger; automate API call to CRM when new row added.
3.15. Airtable
• Feature/Setting: Airtable Forms; automate API "Create Record" (POST /v0/
3.16. Mailchimp
• Feature/Setting: Mailchimp API "Add list member" (POST /lists/{list_id}/members); automate lead capture from form.
3.17. Jotform
• Feature/Setting: Jotform Webhook integration; automated post to CRM on new submission.
3.18. Gravity Forms (WordPress)
• Feature/Setting: Webhook Add-On; automate API push or direct CRM integration on form submit.
3.19. Typeform
• Feature/Setting: Typeform Webhooks; automate to call CRM APIs on completed forms.
3.20. Formstack
• Feature/Setting: Formstack API "Create Submission" or Webhooks; automate data push to CRM endpoint.
3.21. Wufoo
• Feature/Setting: Webhook Notifications; automate HTTP POST to CRM on each form entry.
3.22. Marketo
• Feature/Setting: Marketo Forms API; automate "Lead Capture" (POST /rest/v1/leads.json) with form events.
Benefits
4.2. Automating notifications and assignment for immediate sales team action; no leads lost.
4.3. Centralized CRM ensures automated tracking and nurturing with audit trail.
4.4. Enables automating segmentation, scoring, and multi-stage drip campaigns.
4.5. Automator ensures seamless integration, real-time insights, and data-driven decision-making.
4.6. Increases conversion with automated workflow, prompt follow-up, and data validation.
4.7. Ensures regulatory compliance by automatedly storing consent and communication preferences.
4.8. Enables automating analytics for measuring lead source ROI and pipeline efficiency.