Lead Generation & Nurturing**Purpose**
2. Capture all lead details, categorize based on course interest, urgency, or location, and automatically distribute tasks to admission staff with reminders and tracking.
3. Support multi-channel intake: web forms, chatbots, email, phone calls, and social platforms.
4. Enrich lead profiles with CRM data, previous interactions, and ranking to prioritize follow-ups.
**Trigger Conditions**
2. Successful chatbot conversation resulting in a qualified lead.
3. Inbound email detected with specific keywords (e.g., "accounting course", "admissions").
4. Call log entry marked as “potential candidate” in telephony system.
5. Social media DM received with an inquiry about accounting courses.
**Platform Variants**
3.1. Salesforce CRM
• Feature/Setting: "Create Task" API (`/services/data/vXX.X/sobjects/Task`) to auto-assign a new lead to admissions rep based on round-robin or lead score logic.
3.2. HubSpot CRM
• Feature/Setting: Workflows > "Create Task" action; select pipeline stage ‘New Lead’ and assign admission team member.
3.3. Zoho CRM
• Feature/Setting: Automation > "Workflow Rule" with "Create Task" action; set rule trigger on Lead Creation.
3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow > "Create a Task" for entity "Lead," and assign to Team "Admissions."
3.5. Monday.com
• Feature/Setting: API – Items: "Create an item in board Admissions Follow-up" on new lead and auto-assign column “Owner”.
3.6. Asana
• Feature/Setting: "Tasks API" > POST `/tasks` with workspace and assignee fields; use webhook on new lead source.
3.7. Trello
• Feature/Setting: Power-Up Automation > Create card in "Admissions" list with lead info and assign to user label.
3.8. Slack
• Feature/Setting: Workflow Builder > "Send form response to #admissions" channel with `/remind` to follow up.
3.9. Google Sheets
• Feature/Setting: Google Apps Script > On new row (lead), send email to admissions and create Google Task via API.
3.10. Airtable
• Feature/Setting: Automation > "When record created in Leads" trigger, "Create record in Tasks" table; assign user.
3.11. ClickUp
• Feature/Setting: "Tasks" > API `POST /task` with admission team member as assignee and custom field mapping.
3.12. PipeDrive
• Feature/Setting: Workflow Automation > On "New Person" create activity assigned to specific user.
3.13. Intercom
• Feature/Setting: "Inbox Automation" > On qualified conversation, trigger task in CRM-integrated tool.
3.14. Freshsales
• Feature/Setting: Automation > "Workflow" on lead creation, "Create Task" action with follow-up date.
3.15. Notion
• Feature/Setting: API – Append page to Admissions database; add lead data and assign user relation.
3.16. JIRA
• Feature/Setting: Automation Rule > On lead entry in project, create "Task" issue and assign to admissions group.
3.17. Zendesk
• Feature/Setting: Ticket Trigger > On ticket with “admission inquiry” tag, assign and create follow-up task.
3.18. Mailchimp
• Feature/Setting: Customer Journey > "Action: Notify Team" email or webhook to create task in linked platform.
3.19. Twilio Flex
• Feature/Setting: Studio Flow > On inbound SMS/Voice, trigger webhook to admissions task manager.
3.20. Bitrix24
• Feature/Setting: CRM Automation > On new lead or form, assignment rule to admissions employee with task creation.
3.21. Calendly
• Feature/Setting: On new event booking, send webhook/API call to create follow-up task in admissions system.
3.22. SAP SuccessFactors
• Feature/Setting: Integration Center > On lead record, post "Task" object for admissions team.
**Benefits**
2. Centralized tracking and accountability for all prospective student inquiries.
3. Minimization of manual errors through automated task distribution and reminders.
4. Lead prioritization based on program, urgency, or territory.
5. Data-driven reporting on follow-up rates and staff performance.