Lead capture and assignment from website/chat

Purpose

1.1. To automate the capture of every website or chat inquiry about balloon orders, delivery, and party supplies from visitors and automate assigning these leads to the right sales or support agents.
1.2. To automate responses, confirmations, and follow-ups with enquiring clients, ensuring no lost sales and improving conversion via instant automated lead handling.
1.3. Automating segmentation of leads (e.g., birthday, wedding, event) and auto-routing based on agent expertise, work hours, or region.
1.4. To provide a transparent, auditable trail of customer contacts through automated records for compliance, analysis, and campaign improvements.

Trigger Conditions

2.1. Web form submission for “Contact Us,” “Order Balloons,” or “Chat Now” on balloon store site.
2.2. New chat message in embedded or third-party chat widgets.
2.3. SMS inquiry or missed call to business contact number.
2.4. Email sent to “info@” or similar public party supply addresses.
2.5. Social media message (Facebook Messenger, Instagram DM, WhatsApp) for product or delivery inquiry.

Platform Variants

3.1. Twilio Programmable SMS
• Feature: Automate SMS webhook; configure triggers for inbound messages.
• Sample: Webhook URL set to POST data to automation endpoint; respond with automated lead confirmation.
3.2. HubSpot CRM
• Feature: Automated lead capture form API; assign leads to deal pipelines by automation.
• Sample: Configure “Forms API” to send new leads into workflows, auto-assign based on balloon types.
3.3. Zendesk
• Feature: Automate ticket creation via web widget and chat bot; use “Triggers” to route.
• Sample: Auto-create ticket for chat, route using skills-based automator rules.
3.4. Salesforce
• Feature: Automated Web-to-Lead forms and assignment rules.
• Sample: Map party supply fields to custom balloon lead objects; use assignment rules to automate.
3.5. Mailchimp
• Feature: Automates capturing lead data via landing page forms, automated autoresponders.
• Sample: Link form to automation journey; trigger "New Inquiry" flow.
3.6. Intercom
• Feature: Automated chat lead assignment through “assignment bot”; automate email follow-up.
• Sample: Configure assignment bot to route wedding/event balloon requests.
3.7. Slack
• Feature: Webhook automation for immediate team alerts; custom bot to post assignment messages.
• Sample: Set up incoming webhook from website form to #leads channel for auto-notification.
3.8. Freshdesk
• Feature: Automates ticket generation from contact form or chat; skill group auto-assign.
• Sample: Link automation rules for chat tickets to specific balloon support teams.
3.9. Google Sheets
• Feature: Automatically log form/chat submissions with Apps Script or automation webhook.
• Sample: Configure script to append new leads, trigger email to assigned staff.
3.10. Pipedrive
• Feature: Automates deal creation via API; workflow automation for assignment.
• Sample: Use “Leads Inbox API” for web submissions; designate automation routing.
3.11. Zoho CRM
• Feature: Automated webform-to-lead, workflow automation for party supply inquiries.
• Sample: Assign based on form selection (e.g., event/occasion type).
3.12. Facebook Messenger
• Feature: Messenger API webhook automates new message capture; assign to sales rep.
• Sample: Use webhook to collect lead, automate chat tag and assignment.
3.13. WhatsApp Business API
• Feature: Automate lead capture from messages; assign using templates and webhook triggers.
• Sample: Auto-classification of balloons inquiry,-triggered assignment via API.
3.14. LiveChat
• Feature: Integration workflow for automating lead capture, routing, tagging by topic.
• Sample: Auto-tag “birthday,” “wedding,” assign to correct group.
3.15. Google Forms
• Feature: Auto-submit responses to automation workflow; assign owner by response value.
• Sample: Set up Apps Script to email and log based on “Balloons Needed For” field.
3.16. Microsoft Teams
• Feature: Automated bot messages to channel; Teams webhook for new lead notification.
• Sample: Webhook from webform pushes new assignment message to “Sales” channel.
3.17. Calendly
• Feature: Automate lead event creation on calendar; webhook for meeting request, assignment.
• Sample: Configure webhook to trigger assignment automation for balloon event consults.
3.18. SendGrid
• Feature: Automated email API for incoming lead notification/autoresponse.
• Sample: Email webhook posts new inquiry, triggers auto-response to customer.
3.19. Shopify
• Feature: App webhook for automated abandoned cart/chat lead workflow.
• Sample: Abandoned cart triggers “Balloons Inquiry” assignment automation.
3.20. Monday.com
• Feature: Automated item creation via forms, automatable lead assignment.
• Sample: Contact form integration auto-adds and assigns party inquiry as automatable board item.

Benefits

4.1. Automates and accelerates the capture of all lead channels, minimizing manual errors or delays.
4.2. Automatedly routes each lead based on real-time data, driving personalized party supply service.
4.3. Enables automation of instant lead acknowledgement, nurturing, and tracking, maximizing conversion.
4.4. Centralizes all balloon store lead data for auditable, automatable reporting and transparent follow-up.
4.5. Increases staff productivity by automating repetitive capture and assignment tasks, freeing up time for authentic customer engagement.