New inquiry alerts and task assignments

Purpose

1.1. Automate detection of new client inquiries from all sources, immediately alert relevant team members, and auto-create, assign, and track follow-up tasks for every client lead.
1.2. Ensure zero-latency response for prospective clients, minimize manual entry, eliminate missed inquiries, and maximize lead conversion ratio.
1.3. Integrate seamlessly with CRM, email, SMS, project management, chat, and advertising tools for omnichannel inquiry capture and team task routing.

Trigger Conditions

2.1. New form submission on website or landing page.
2.2. Receipt of new email to dedicated lead email address.
2.3. Direct messages on social media business profiles.
2.4. Calls or SMS to published business phone numbers via API providers.
2.5. New inquiry or chat via third-party listing/service marketplace.
2.6. Incoming requests detected through advertising lead forms.

Platform Variants

3.1. Gmail
• Feature: "New email" trigger; Configure filter: subject includes “Inquiry” or “Request”.
3.2. Outlook 365
• Feature: "When a new mail arrives" action in Outlook connector; set folder/flag and assigned user.
3.3. Facebook Leads Ads
• Feature: "New Lead" webhook subscription; set Webhook callback URL.
3.4. Instagram Direct
• Feature: Subscribe to Direct Messages via Graph API; trigger when message from new user.
3.5. LinkedIn Lead Gen Forms
• Feature: Configure Lead Gen Form webhook; source incoming leads with company page association.
3.6. Typeform
• Feature: Configure webhook on form submit; endpoint to receive new submissions.
3.7. Gravity Forms (WordPress)
• Feature: Enable "Zapier Add-on" or webhook; send new entry data as soon as submitted.
3.8. Twilio
• Feature: "Incoming SMS" webhook handler; capture message details and forward to workflow.
3.9. Slack
• Feature: Custom bot with "event" API for posted messages; send instant channel notification.
3.10. Microsoft Teams
• Feature: Use Teams Connector to trigger flow on new post in dedicated Inquiry channel.
3.11. Asana
• Feature: "Create new task" action via API; set assignee, due date, and task notes.
3.12. Trello
• Feature: "Create card" in specified list; set member assignments, tags, due date.
3.13. Monday.com
• Feature: "Create item" in Leads board; auto-assign to user group based on workflow rules.
3.14. Salesforce
• Feature: "Create new Lead" action on API; enrich and route to owner via rules.
3.15. HubSpot
• Feature: Use "Create Contact and Deal" endpoints; connect to marketing pipeline.
3.16. Google Sheets
• Feature: "Add new row" when new inquiry detected; trigger sheet notification script.
3.17. Airtable
• Feature: "Create Record" API; link inquiry to photographer notification table.
3.18. Zendesk
• Feature: "Create ticket" when new inquiry is detected, set priority and agent.
3.19. Pipedrive
• Feature: "New Lead" automation in pipeline; assign to team member API.
3.20. ClickUp
• Feature: "Create Task" endpoint; auto-set due date, project, and assignee from inquiry fields.
3.21. Mailgun
• Feature: Route incoming lead emails via “Routes” API, forward to webhook for parsing.
3.22. Intercom
• Feature: Configure "Lead created" webhook; use Messenger API updates as triggers.
3.23. Zoho CRM
• Feature: "Leads" module API; auto-create record and assign based on region/tags.
3.24. Freshdesk
• Feature: Auto-create ticket from email or Web Form API; set status to "New Inquiry".
3.25. WhatsApp Business API
• Feature: Listen for new chat initiations; use webhook for new number messages.

Benefits

4.1. Ensures no inquiry is missed regardless of source or hour.
4.2. Accelerates response speed and increases lead conversion rates.
4.3. Reduces clerical errors and manual data entry.
4.4. Streamlines communication and follow-up assignment across all platforms.
4.5. Enables detailed tracking, analytics, and reporting for advertising ROI and staff productivity.