Automatic capture of leads from website forms into CRM

Purpose

1.1. Automate the seamless transfer of new lead details submitted through website forms directly into CRM systems.
1.2. Ensure timely, accurate capture of potential property appraisal clients for better lead follow-up and tracking.
1.3. Eliminate manual data entry, reducing error risk and response times.
1.4. Support centralized lead management, enhancing conversion, retention, and workflow integration with downstream marketing/opportunity pipelines.

Trigger Conditions

2.1. Website form submission with required fields (name, contact details, property info, inquiry type).
2.2. HTTP POST/GET request from site form to webhook or direct CRM API endpoint.
2.3. Detection of new record in integrated website form platform or database table update.

Platform Variants

3.1. Salesforce
• Feature/Setting: Web-to-Lead; configure Form Handler to POST to Salesforce endpoint; provide client/secret, map fields.
3.2. HubSpot
• Feature/Setting: Forms API; setup inbound webhook, API key, and field mapping in Properties.
3.3. Zoho CRM
• Feature/Setting: Webforms or Leads API; connect via auth token, use API endpoint URL, match field names.
3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow, HTTP Webhook trigger, use Dynamics “Create Lead” API.
3.5. Pipedrive
• Feature/Setting: Leads API; set up public API token, POST data to /leads endpoint.
3.6. Freshsales
• Feature/Setting: API Key authentication, POST to /api/leads endpoint with JSON body.
3.7. Copper (formerly ProsperWorks)
• Feature/Setting: Leads API endpoint, configure for new POST requests from form webhook.
3.8. Insightly
• Feature/Setting: REST API, POST to /Leads endpoint; use authentication header.
3.9. Monday.com
• Feature/Setting: Column values API, create item (lead record), use API v2 with board and group IDs.
3.10. NetSuite CRM
• Feature/Setting: SuiteTalk REST endpoint, POST new lead record, use access token.
3.11. Capsule CRM
• Feature/Setting: REST API, POST new party with type ‘lead’, use API token.
3.12. Apptivo
• Feature/Setting: Leads API; POST with OAuth2 authentication, JSON payload.
3.13. SugarCRM
• Feature/Setting: REST v10 API; create Lead, use OAuth2 bearer token.
3.14. Close CRM
• Feature/Setting: API Key authentication, POST to /lead endpoint, map custom fields.
3.15. Keap (Infusionsoft)
• Feature/Setting: REST API, OAuth authentication, /contacts endpoint for new lead.
3.16. Google Sheets
• Feature/Setting: Apps Script Web App endpoint to receive form POST, insert row as lead.
3.17. Airtable
• Feature/Setting: API Key, Base ID; POST to Table endpoint to create lead record.
3.18. Mailchimp
• Feature/Setting: Audience API, add as new contact via POST, set tags to “Lead”.
3.19. Jotform
• Feature/Setting: Webhook integration, send submission data to custom endpoint.
3.20. Gravity Forms (WordPress)
• Feature/Setting: Webhooks Add-On, configure endpoint URL; map form fields to CRM.
3.21. Typeform
• Feature/Setting: Webhook/Responses API, trigger POST to CRM endpoint, use access token.
3.22. Formstack
• Feature/Setting: Webhook integration, direct POST to CRM with mapped fields.
3.23. Wufoo
• Feature/Setting: Webhook notification, set to endpoint of target CRM.

Benefits

4.1. Real-time capture and centralized data flow eliminates any lead loss from manual error.
4.2. Faster client response and improved lead nurturing process.
4.3. Accurate and consistent lead data, enabling precise reporting and analytics.
4.4. Scalable as business volume grows; flexible to adjust form fields and logic.
4.5. Enables multichannel integration (email, SMS, task assignments) downstream.