Lead intake and qualification workflow

Purpose

1.1. Automate the intake, capture, qualification, and routing of new leads for rock climbing instruction.
1.2. Automate initial data collection, interactive qualification, and deliver leads to trainers or sales teams.
1.3. Automate follow-up communications, nurture workflows, and track all interactions for reporting and optimization.
1.4. Automate compliance steps and permission-based opt-ins for marketing outreach.
1.5. Ensure speed, accuracy, and reliability in lead conversions by automating all repeatable manual activities.

Trigger Conditions

2.1. Automated form submission on website or landing page.
2.2. New message received via SMS, WhatsApp, or web chat widget.
2.3. Call received on VoIP system with lead details captured via automated IVR.
2.4. Incoming email meeting predefined criteria.
2.5. New entry detected in CRM, calendar booking, or event registration system.

Platform Variants

3.1. Twilio SMS
• Feature: "SMS Webhook" — automate SMS reception and data forwarding by connecting webhook for new messages.
3.2. SendGrid
• Feature: "Inbound Parse Webhook" — automate parsing of inbound lead emails and extract lead details for qualification.
3.3. Google Forms
• Feature: "On Submit Trigger" — automate workflow trigger when form is submitted; connect to webhook/API for data intake.
3.4. Typeform
• Feature: "Webhook/Responses API" — configure automated push to endpoint when new lead completes intake.
3.5. HubSpot
• Feature: "Workflows" — automate lead lifecycle stage change and trigger automated sequences via workflow actions.
3.6. Pipedrive
• Feature: "LeadBooster Chatbot" — automate chatbot qualification and distribute leads based on rules.
3.7. Salesforce
• Feature: "Process Builder/Flow" — automate lead assignment and enrichment with custom automations.
3.8. Microsoft Power Automate
• Feature: "Automated Flow" — trigger intake or qualification on new email, form, or row in spreadsheet.
3.9. Calendly
• Feature: "Webhook integration" — automate receipt and processing of new bookings for immediate lead qualification.
3.10. Intercom
• Feature: "Custom Bots" — automate interactive qualification for inbound web chat leads.
3.11. Slack
• Feature: "Slash Commands/App Mentions" — automate lead intake/alerts on specific channel triggers or mentions.
3.12. Facebook Lead Ads
• Feature: "Webhooks" — automate direct intake whenever a lead submits Facebook ad form.
3.13. Gravity Forms
• Feature: "Zapier Add-On/Webhooks" — automate post-submission push to intake processing automation.
3.14. Zoho CRM
• Feature: "Workflow Automation" — automate qualification workflows when new lead is created.
3.15. Airtable
• Feature: "Automations/Script Action" — automate lead intake and dynamic routing using scripts.
3.16. Mailchimp
• Feature: "Audience API" — automate adding and tagging new leads for nurture sequences.
3.17. Google Sheets
• Feature: "On Row Add Trigger" — automate processing and qualification for new leads in spreadsheet.
3.18. Freshdesk
• Feature: "Automations" — automate ticket creation from lead inquiry for follow-up and resolution tracking.
3.19. Zoom
• Feature: "Webinar Registration Webhook" — automate intake from event signups to qualification pipeline.
3.20. WhatsApp Business API
• Feature: "Webhook for New Messages" — automate message parsing for initial intake and automated qualification responses.
3.21. ActiveCampaign
• Feature: "Automations" — automate lead scoring, tagging, and nurture for climbing instruction prospects.
3.22. ClickFunnels
• Feature: "Webhooks/API" — automate push of new funnel leads to intake workflow.

Benefits

4.1. Automates manual, time-intensive intake and qualification steps for instructors.
4.2. Increases speed of response to new leads by automating communications.
4.3. Automates lead scoring and segmentation for targeted follow-up.
4.4. Ensures consistent qualification by automating data capture and rule-based assignment.
4.5. Automating the process allows for easy tracking, reporting, and optimization of lead generation efforts.
4.6. Reduces risk of human error by relying on automated, predefined workflows.
4.7. Automates multi-channel intake — SMS, chat, web, email, and social — for wider coverage.
4.8. Integrates with calendar/event tools to automate qualification of event-based leads.
4.9. Automates compliance and permission capture, improving data integrity.
4.10. Frees up rock climbing instructors to focus on training instead of repetitive admin by leveraging automation at every step.