Lead Generation & Client OnboardingPurpose
1.2. Capture detailed project specs (location, type, timeframe, budget, compliance needs) to facilitate rapid and relevant responses.
1.3. Integrate with multiple lead sources—web forms, email, chat, SMS, and social—to ensure seamless lead intake and immediate engagement.
1.4. Enable custom scoring, automated routing, and enrichment of lead profiles for the sales team.
Trigger Conditions
2.2. Receipt of inbound communication via email, SMS, chat, or social message.
2.3. Scheduled follow-up cadence hits determined time threshold since initial contact.
Platform Variants
3.1. Typeform
• Feature/Setting: Webhook on submission to trigger workflow; API to fetch responses for qualification steps.
• Sample: Configure webhook URL in Typeform → Workflow is triggered upon form submission.
3.2. Google Forms
• Feature/Setting: Responses sent via Sheets API trigger automation; Use Apps Script for status tagging.
• Sample: Apps Script connects new Google Forms entries to the automation entry point.
3.3. Gravity Forms (WordPress)
• Feature/Setting: Webhook add-on to call REST API upon form submit; field mapping for qualification logic.
• Sample: Map critical qualification fields in webhook setup.
3.4. Jotform
• Feature/Setting: API POST on completion; conditional logic to forward responses based on answers.
• Sample: Set up post-submission API integration using Jotform’s endpoint config.
3.5. Zoho Forms
• Feature/Setting: Zoho Flow integration; pre-set rules for routing and tagging based on questionnaire inputs.
• Sample: Use Zoho’s webhook and Flow trigger for real-time lead processing.
3.6. HubSpot Forms
• Feature/Setting: Workflow trigger on new form response; use "Lead Scoring" API to filter strong leads.
• Sample: Configure workflow to evaluate properties on lead form submission.
3.7. Wufoo
• Feature/Setting: Webhook or email notification on completion directed to automation endpoint.
• Sample: Enable Webhook integration in Wufoo settings.
3.8. SurveyMonkey
• Feature/Setting: API notification on completed questionnaire; trigger automation from survey result endpoint.
• Sample: Register Webhook URL in SurveyMonkey survey settings.
3.9. Twilio SMS
• Feature/Setting: Inbound SMS webhook triggers qualification survey delivery; Message API to interact with responders.
• Sample: SMS response mapped to survey logic using Twilio Function.
3.10. Mailchimp
• Feature/Setting: Landing page form triggers via webhook; Mandrill transactional email API for follow-up.
• Sample: Use Mailchimp webhook on sign-up form; trigger lead scoring follow-up.
3.11. Calendly
• Feature/Setting: API trigger on event created; workflow initiates if no questionnaire completed.
• Sample: Calendly “Invitee Created” event triggers visitor qualification sequence.
3.12. Facebook Lead Ads
• Feature/Setting: Webhook/API fetch lead details instantly for qualification workflow; Messenger API for dynamic outreach.
• Sample: Subscribe to LeadGen webhook for instant delivery.
3.13. LinkedIn Lead Gen Forms
• Feature/Setting: API pulls new lead data; workflow checks for missing info and dispatches digital questionnaire.
• Sample: Use LinkedIn Marketing Developer Platform’s retrieval endpoint.
3.14. Slack
• Feature/Setting: Slash command to summon instant questionnaire; Incoming webhook to capture lead details.
• Sample: Configure Slack app with command to deploy qualification form.
3.15. Drift (Chatbot)
• Feature/Setting: Bot-playbook triggers on new lead chat; API push responses for scoring.
• Sample: Drift webhook sends chat interaction data for processing.
3.16. Intercom
• Feature/Setting: Custom bot triggers questionnaire via in-app message; webhook sends responses to qualification workflow.
• Sample: Configure Intercom bot sequence with qualifying question set.
3.17. Salesforce
• Feature/Setting: Web-to-lead form triggers process builder flow; API for lead enrichment and routing.
• Sample: Use process builder flow to check questionnaire status and auto-route leads.
3.18. Airtable
• Feature/Setting: New record in form view triggers webhook; scripting block scores and tags leads.
• Sample: Trigger script automation on new form record submission.
3.19. Pipedrive
• Feature/Setting: API receives form data; workflow uses custom fields for qualification automation.
• Sample: Use Pipedrive API to create or update leads and move stage based on answers.
3.20. Zendesk
• Feature/Setting: Ticket created triggers survey via API; responses logged and scored by automation.
• Sample: Trigger via “ticket.created” event in Zendesk API.
Benefits
4.2. Reduces manual review and enhances focus on high-conversion prospects.
4.3. Ensures all leads are profiled with consistent, industry-specific questions.
4.4. Enables scalable follow-up and personalized nurturing across all entry points.
4.5. Facilitates data-driven decision making for targeting and resource allocation.