Automated lead capture and assignment

Purpose

1. Capture potential customer data from various online and offline sources (web forms, email, chat, social media, events) and assign high-quality leads to appropriate sales reps based on custom rules (e.g., region, volume, interest) to accelerate engagement and conversions.

2. Minimize manual data entry and routing errors, ensuring all inbound lead inquiries for carbonated drinks receive an immediate and consistent follow-up from sales teams.

3. Expand lead capture to include event sign-ups, distributor inquiry forms, SMS requests, and integrate all leads into CRM for nurturing, tracking, and analytics.

4. Enable advanced lead scoring, automatic deduplication, pipeline allocation, and compliance with communication preferences.

Trigger Conditions

1. New form submission from website, landing page, or QR code lead gen asset.

2. Incoming email to sales or info mailbox with keywords related to product inquiry, bulk order, or distributorship.

3. SMS/WhatsApp received from promotional campaign or out-of-hours automated responder.

4. Direct message received via Facebook, Instagram, or LinkedIn page.

5. Lead added to spreadsheet via event guestlist registration or referral.

6. Submission of partner/vendor interest through B2B portal or directory.

7. Phone call transcription or voicemail flagged as warm lead by integrated telephony/IVR system.

Platform Variants

1. Salesforce CRM

• API: 'Lead Create' endpoint for new records, with 'Assignment Rules' configured for territory routing.
  

2. HubSpot

• API: '/crm/v3/objects/leads', Workflow triggers for owner assignment based on custom properties.
  

3. Zoho CRM

• Function: 'addRecord' API with 'Lead Assignment Rules'; Configure workflow for automated routing.
  

4. Microsoft Dynamics 365

• API: 'POST /leads', Enable 'Auto-Assign' via Teams integration for instant sales rep notification.
  

5. Pipedrive

• API: '/leads', Use Smart Contact Data and 'Lead Assignment' integrations for user allocation.
  

6. Google Sheets

• Function: 'onChange' trigger in Apps Script; custom script to push new row to CRM and alert via Slack.
  

7. Typeform

• Integration: 'Webhook' sends form data; auto-routes to sales via CRM API endpoint.
  

8. Mailchimp

• API: Webhook for new sign-up to mailing list; trigger custom email flow and add to CRM as a lead.
  

9. Zendesk Sell

• API: '/leads', configure 'Smart Lists' and workflow to assign incoming lead to regional sales rep.
  

10. Slack

• Feature: Incoming Webhook or Slackbot 'slash command' to create and allocate leads from sales channel.
  

11. Intercom

• API: 'contacts.create' endpoint auto-sends new conversation details to CRM via webhook, links to assignment logic.
  

12. Facebook Lead Ads

• API: 'Webhook Subscription' on new leads; direct post to CRM/Google Sheet for assignment.
  

13. LinkedIn Lead Gen Forms

• API: 'Webhook URL' for real-time form response capture, pass to CRM, assign via owner property.
  

14. Twilio SMS

• API: 'Webhook handler' parses inbound SMS, pushes to CRM with custom assignment mapping.
  

15. Freshsales

• API: '/leads', Automation set up to trigger assignment rules based on inquiry field values.
  

16. Monday.com

• Feature: Forms integration, automate lead entry into pipeline board, use Automations for owner assignment.
  

17. Asana

• Feature: Zapier/Integration mapping for new 'Task' as a lead, routed to dedicated sales team member.
  

18. Google Forms

• Feature: Configure Apps Script on submit, push data into CRM/Sheet, owner assigned via script logic.
  

19. ActiveCampaign

• API: Webhook/Automation for new contact, scoring and assignment to sales pipeline based on tags.
  

20. Calendly

• Feature: Webhook/API for scheduled meetings; on booking, create new lead entry with meeting owner as assignee.
  

21. Shopify

• API: 'Customer Create' webhook, route wholesale drink inquiries to inside sales for assignment.
  

22. Aircall

• Feature: Call tagged as lead, syncs to CRM via integration, owner assignment handled per call routing.
  

Benefits

1. Speedy, error-free lead capture regardless of input channel.

2. Intelligent assignment ensures timely engagement by right rep, boosting conversion rates.

3. Centralized pipeline visibility for management and analytics.

4. Rapid scaling of lead management with minimal manual overhead.

5. Reduced lead leakage, stronger follow-up, and higher sales productivity in beverage wholesaling.

6. Enables compliance with communication/privacy regulations for all inbound inquiries.