Lead Management and Client AcquisitionPurpose
1.2. Prevent lost opportunities by collecting inquiries from forms, live chat, and direct messages across numerous platforms into the lead management system.
1.3. Trigger follow-up workflows, notifications, and lead assignment without manual data entry or monitoring multiple channels.
1.4. Create a structured, actionable lead repository for HVAC repair, ensuring every potential client inquiry is tracked and nurtured from first contact.
Trigger Conditions
2.2. New message or comment on Facebook Page or Instagram Business account.
2.3. Direct enquiry on WhatsApp Business.
2.4. New SMS or voice call via communication gateway.
2.5. Incoming Google Business Profile message.
2.6. New inquiry email delivered to monitored mailbox.
2.7. Submission detected from website chat widget.
2.8. Customer message received via Yelp or Angi directory.
2.9. Webhook trigger on custom digital lead forms.
2.10. New message from Messenger bots or Google Ads lead form extension.
Platform Variants
• Function: Webhook on incoming SMS/voice
• Configure: Twilio Incoming Webhooks for phone number, POST to central collector endpoint
3.2. Facebook Graph API
• Feature: Page Messages endpoint
• Configure: Subscribe to page_message webhook event, fetch message details
3.3. Instagram Graph API
• Feature: Messaging API
• Configure: Access message webhooks, authorized Business App ID
3.4. WhatsApp Business Cloud API
• Feature: Webhook for incoming messages
• Configure: Register webhook for message event, connect to account
3.5. Google Business Messages API
• Feature: Agent to consumer conversation event
• Configure: Register webhook for newMessage event
3.6. Gmail API
• Feature: Watch for new mail in inbox
• Configure: Gmail watch API, specify labelIds for leads
3.7. Outlook Graph API
• Feature: Subscriptions on inbox messages
• Configure: Create subscription for /messages endpoint, filter on lead emails
3.8. Contact Form 7 (WordPress)
• Feature: Integration webhook
• Configure: Use ‘Flamingo’ or direct webhook plugin, send POST on submit
3.9. HubSpot Forms API
• Feature: Forms API webhook
• Configure: Add POST endpoint for form submission notification
3.10. Intercom
• Feature: Webhook for new conversations
• Configure: Setup webhook URL in Developer Hub, conversation.admin.replied event
3.11. Zendesk Chat
• Feature: Webhooks for new chats
• Configure: Use Triggers to POST chat details to endpoint
3.12. LiveChat Inc.
• Feature: Webhook on chat started
• Configure: Enable webhook for incoming events in the developer console
3.13. Drift
• Feature: Conversation webhook
• Configure: Register webhook for message.created event
3.14. Freshdesk
• Feature: Ticket creation webhook
• Configure: Automate rule to POST new ticket info
3.15. Typeform
• Feature: Webhook on submit
• Configure: Add webhook endpoint to form settings
3.16. Google Forms
• Feature: OnFormSubmit trigger via Apps Script
• Configure: Script to send POST to collector
3.17. Zapier Webhooks
• Feature: Catch Hook
• Configure: Setup Zap to listen on webhook URL
3.18. Yelp
• Feature: Yelp Fusion API
• Configure: Monitor business messaging endpoint
3.19. Angi Leads API
• Feature: Lead Push API
• Configure: Set endpoint for new project inquiry push
3.20. Google Ads Lead Form Extension API
• Feature: Lead form event webhook
• Configure: Register webhook to receive new lead data
Benefits
4.2. Unified lead source management—no cross-platform checking required.
4.3. Rapid response capability improves conversion and customer satisfaction.
4.4. Traceability—every inquiry is time-stamped and attributed to its channel.
4.5. Reduces risk of losing leads due to overlooked messages or form submissions.
4.6. Streamlines assignment and follow-up to sales or field teams.
4.7. Provides actionable reporting and analytics by aggregating multi-channel data.
4.8. Frees staff from repetitive manual intake, focusing efforts on qualified opportunities.