Automatic collection and management of leads from website forms

Purpose

1.1. Automate the collection, organization, and nurturing of leads from website forms to enable timely, ongoing relationship management with collectors, buyers, and partners interested in Indigenous art.
1.2. Ensure every inquiry is logged, categorized, assigned, and responded to, supporting acquisition, retention, and re-engagement of stakeholders.
1.3. Provide instant notifications, seamless CRM updates, and route relevant requests to the appropriate gallery team member for follow-up or documentation.
1.4. Enable segmentation for future marketing, invitations, and insights on the interests and geographic reach of Indigenous art buyers and supporters.

Trigger Conditions

2.1. New website form submission detected (e.g., contact, artist interest, event registration, newsletter signup).
2.2. Required fields validation passes (name, email, inquiry category).
2.3. No duplicate entry for same email within a defined time window.
2.4. Optional: Lead source or campaign code present for attribution.

Platform Variants

3.1. Salesforce
• Function: Lead creation via REST API `/services/data/vXX.X/sobjects/Lead/`
• Sample: Map form fields directly to custom Lead object.

3.2. HubSpot
• Feature: Forms API endpoint `POST /forms/v2/submissions`
• Sample: Configure contact mapping and duplicate check.

3.3. Zoho CRM
• API: `POST /crm/v2/Leads` endpoint
• Sample: Automap Indigenous art interest fields.

3.4. Microsoft Dynamics 365
• Action: Create Lead record via Dataverse Web API `/leads`
• Sample: Use custom attributes for artist/collection interest.

3.5. Pipedrive
• Endpoint: Add lead via API `/leads`
• Sample: Attach notes with form source tag.

3.6. Mailchimp
• Function: Add/Update subscriber via List Members API `/lists/{list_id}/members`
• Sample: Use tag for “Gallery Inquiry”.

3.7. ActiveCampaign
• API: `POST /api/3/contacts`
• Sample: Add custom field for favourite artist.

3.8. Klaviyo
• Endpoint: Add profile via `/api/v1/people`
• Sample: Assign segment based on form type.

3.9. Google Sheets
• Action: Append row via Sheets API `/spreadsheets/{spreadsheetId}/values/{range}:append`
• Sample: Timestamp and page source columns.

3.10. Airtable
• Feature: Create record via Base API `POST /v0/{baseId}/{tableName}`
• Sample: Assign “lead status” single-select.

3.11. Monday.com
• Function: Create item via `/v2/items.json`
• Sample: Map “gallery interest” as column.

3.12. Notion
• API: Append page to database via `/v1/pages`
• Sample: Multi-select for Indigenous styles field.

3.13. Slack
• Feature: Send channel notification via Incoming Webhook
• Sample: Post message summary with lead link.

3.14. Asana
• Action: Create task (API `POST /tasks`)
• Sample: Use “Follow-up” project for assignment.

3.15. Trello
• Feature: Add card via `/1/cards` endpoint
• Sample: Label card as “New Gallery Lead”.

3.16. Intercom
• API: Create user/conversation via `/contacts` endpoint
• Sample: Assign tags for artist group interest.

3.17. Freshworks CRM
• Endpoint: Add lead `/crm/sales/api/leads`
• Sample: Custom fields for region and medium.

3.18. Copper CRM
• API: Create lead via `/v1/leads`
• Sample: Attach origin “Web Form”.

3.19. Drip
• Feature: Add subscriber via `/v2/subscribers`
• Sample: Add event “Aboriginal Art Inquiry”.

3.20. Sendinblue
• API: Create/Update contact `/v3/contacts`
• Sample: Attribute “GalleryForm” custom field.

Benefits

4.1. Ensures all inquiries are instantly captured, minimizing lost leads.
4.2. Reduces manual data entry, freeing staff for high-value outreach.
4.3. Enables consistent follow-ups with automatic reminders and assignments.
4.4. Supports segmentation for future Indigenous art promotions and event targeting.
4.5. Improves analytics on lead sources, artist interests, and demographic reach for the gallery.