Integration and updating lead information in CRM

Purpose

1.1. Automate the transfer, enrichment, and updating of prospective student (lead) information into the CRM for tracking, nurturing, and conversion.
1.2. Ensure consistent, up-to-date records from form fills, digital ads, events, and 3rd-party lead generation into a single CRM view.
1.3. Facilitate personalized communication, workflow automation, follow-up reminders, and targeted marketing based on real-time lead status.
1.4. Reduce manual data entry, minimize lead leaks, and optimize reporting for admissions and marketing in acupuncture education.

Trigger Conditions

2.1. New submission received via web form.
2.2. Lead generated from paid ads or social campaigns.
2.3. Manual attendee list uploads from events or webinars.
2.4. Updates from third-party lead vendors or aggregators.
2.5. Changes or updates received via email or SMS.

Platform Variants

3.1. HubSpot
• Function: Contacts API - Create/Update Contact.
• Sample: POST /crm/v3/objects/contacts with mapping for name, phone, email, source.
3.2. Salesforce
• Function: REST API - Upsert Lead object.
• Sample: PATCH /services/data/v52.0/sobjects/Lead/Id with data fields.
3.3. Zoho CRM
• Function: Leads Module API - Insert/Update Records.
• Sample: POST /crm/v2/Leads with mapped attributes.
3.4. Pipedrive
• Function: Persons API - Add/Update Person.
• Sample: POST /persons or PUT /persons/{id}.
3.5. Microsoft Dynamics 365
• Function: Web API - Create/Update Lead entity.
• Sample: PATCH /api/data/v9.1/leads({leadid}).
3.6. Freshsales
• Function: Leads API - Create/Update Lead.
• Sample: POST /api/leads with mapped fields.
3.7. ActiveCampaign
• Function: Contacts API - Add/Update Contact.
• Sample: POST /api/3/contacts.
3.8. Insightly
• Function: Leads API - Create/Update.
• Sample: POST or PUT /v3.1/Leads.
3.9. Copper
• Function: People API - Create/Update Person.
• Sample: POST /v1/people.
3.10. Nimble
• Function: Contacts API - Create/Update.
• Sample: POST /api/v1/contacts.
3.11. Mailchimp
• Function: Lists API - Add/Update List Member.
• Sample: PUT /lists/{list_id}/members/{subscriber_hash}.
3.12. Keap (Infusionsoft)
• Function: Contacts API - Create/Update Contact.
• Sample: POST /contacts.
3.13. Marketo
• Function: Leads API - Create/Update Leads.
• Sample: POST /rest/v1/leads.json.
3.14. Google Sheets
• Function: Sheets API - Append/Update Row.
• Sample: spreadsheets.values.append for new lead, update via search/match.
3.15. Airtable
• Function: REST API - Create/Update Record.
• Sample: POST or PATCH /v0/{baseId}/{tableName}.
3.16. Monday.com
• Function: Items API - Create/Update Item.
• Sample: mutation { create_item… } or change_column_value.
3.17. Jotform
• Function: Webhook/Integration - Send new/form updates to CRM endpoint.
• Sample: Configure POST webhook upon submission.
3.18. Typeform
• Function: Webhook - POST form submission to CRM ingestion API.
• Sample: Enable webhook, map to field IDs.
3.19. Facebook Lead Ads
• Function: Graph API - Subscribe to Leadgen Webhook.
• Sample: POST /{ad_account_id}/subscriptions.
3.20. Eventbrite
• Function: Webhook/Export - Send attendee CSV or via API to CRM.
• Sample: Export CSV, POST via API for ingestion.

Benefits

4.1. Near real-time syncing of lead data for immediate action.
4.2. Consistent prospect experience through cross-channel lead capture.
4.3. Decreased manual errors and duplicate records.
4.4. Automated assignment and segmentation for efficient admissions follow-up.
4.5. Improved reporting and forecasting for enrollment pipelines.
4.6. Faster lead response times, increasing likelihood of conversion.