Lead Generation & Client OnboardingPurpose
1.2. Standardize lead data collection for aerial photography services including project details, location, timelines, and contact details.
1.3. Initiate automated lead nurturing, assign to correct sales rep, and trigger prospecting workflows inside the CRM, enhancing client onboarding and qualification speed.
1.4. Enable automated tracking, lead scoring, and follow-up sequences optimized for the aerial imaging industry.
Trigger Conditions
2.2. Specific fields completed (e.g., project type: aerial inspection, real estate, mapping).
2.3. Optional: only trigger for new leads, exclude returning clients via email match check in CRM.
2.4. Optional: filter by form source (e.g., landing page, portfolio site, campaign).
Platform Variants
• Feature/Setting: WPForms ‘webhook’ add-on — configure to POST form data to an endpoint URL of the integration workflow.
3.2. Gravity Forms
• Feature/Setting: Webhooks Feed — enable for the form; set target URL for data payload to transfer details.
3.3. Typeform
• Feature/Setting: Configure ‘Webhooks’ integration — push each submission to target CRM via automation workflow.
3.4. Jotform
• Feature/Setting: ‘Webhooks’ integration — set up endpoint; select client, project, and contact fields.
3.5. Google Forms
• Feature/Setting: Use ‘Apps Script’ to trigger HTTP POST to workflow API on form submission.
3.6. HubSpot CMS
• Feature/Setting: Form submissions — connect via HubSpot ‘Workflows’ or use API to push to external CRM if needed.
3.7. Salesforce Web-to-Lead
• Feature/Setting: Salesforce ‘Web-to-Lead’ HTML form — map directly to CRM or add to automation hook endpoint for more processing.
3.8. Zoho CRM
• Feature/Setting: Zoho ‘Webhook’ or ‘APIs’ — set automation to receive form data and create new lead entry.
3.9. Pipedrive
• Feature/Setting: Pipedrive ‘Leads API’ — configure webhook from site to POST data to /leads endpoint.
3.10. Freshsales
• Feature/Setting: Use Freshsales API ‘Create Lead’; setup workflow to receive form POST and populate Freshsales contact.
3.11. Agile CRM
• Feature/Setting: ‘Contact API’ — push structured JSON payload from form to create and tag new lead.
3.12. Insightly
• Feature/Setting: ‘Contacts API’ — route POST request with lead details for instant record creation.
3.13. Copper CRM
• Feature/Setting: ‘Leads API’ — set up automation to invoke POST on new form leads.
3.14. Monday.com
• Feature/Setting: Monday ‘API v2’ — workflow sends HTTP request to create item on leads board.
3.15. Airtable
• Feature/Setting: Airtable ‘REST API’ — automation workflow sends POST to add new record in leads base upon form submit.
3.16. Microsoft Dynamics 365
• Feature/Setting: Dynamics ‘Web API’ — POST form data directly to Contacts/Leads entities.
3.17. Keap (Infusionsoft)
• Feature/Setting: Keap REST API — create new contact; use POST to /contacts on new submission.
3.18. SugarCRM
• Feature/Setting: SugarCRM ‘REST API’ v11 — POST to /Leads with form fields.
3.19. Capsule CRM
• Feature/Setting: Capsule ‘Parties API’ — create a new person using data received from form via automation.
3.20. Close CRM
• Feature/Setting: ‘Leads API’ endpoint — each new web inquiry triggers POST to /lead endpoint.
3.21. Pipefy
• Feature/Setting: Pipefy ‘Cards API’ — use POST to create a new card in the Lead Generation pipe.
3.22. ActiveCampaign
• Feature/Setting: ‘Contacts API’ — POST form submission to create and segment new contact for aerial imaging.
Benefits
4.2. Automated field mapping ensures data standardization for aerial photography project types and client notes.
4.3. Immediate lead assignment and notification to sales teams accelerates outreach.
4.4. Triggered workflows can start onboarding, nurturing, or qualification sequences based on project details.
4.5. Cuts response time dramatically, boosting conversion rates in competitive aerial imaging markets.