Integration with CRM for seamless data entry

Purpose

1.1. Automate the capture, standardization, and transfer of new lead data from diverse sources (web forms, emails, calls, live chat, third-party listing sites) directly into the CRM to ensure all potential clients for air conditioning repair services are recorded, categorized, and ready for timely follow-up.
1.2. Prevent manual data entry errors, enable instant lead assignment, and synchronize follow-up workflows for sales and service teams in the HVAC industry.
1.3. Allow multi-channel client acquisition with real-time data push to CRM, enriching records with source, inquiry details, and contact preferences.

Trigger Conditions

2.1. New inquiry submitted via website or landing page
2.2. Lead email received in monitored inbox
2.3. Phone call logged via VoIP or telephony application
2.4. Instant message or chat completed in business chat widget
2.5. Online listing response (from platforms like Yelp, HomeAdvisor)
2.6. Lead form completed on third-party advertising portals or social media

Platform Variants

3.1. Salesforce
• Feature/Setting: REST API - Leads endpoint (POST /services/data/vXX.X/sobjects/Lead/); configure OAuth2 credentials for authenticated lead insertion

3.2. HubSpot
• Feature/Setting: CRM API - Create a contact (/crm/v3/objects/contacts); API Key or OAuth for authentication

3.3. Zoho CRM
• Feature/Setting: Leads API - Insert Records (POST to /crm/v2/Leads); generate authtoken and map form fields to CRM schema

3.4. Microsoft Dynamics 365
• Feature/Setting: Web API - POST to /api/data/v9.0/leads; utilize Azure AD app registration for credentials

3.5. Pipedrive
• Feature/Setting: Persons API - POST /persons; use API token in headers, map incoming data to custom fields

3.6. Freshsales
• Feature/Setting: Leads API - POST to /api/leads; set API key, configure sourceId for tracking

3.7. Insightly
• Feature/Setting: Contacts endpoint - POST to /Contacts; Basic Auth with API key, map lead properties

3.8. Copper
• Feature/Setting: Leads API - POST /leads; OAuth2 or API key, configure data transformation rules

3.9. Close
• Feature/Setting: Lead creation API - POST /lead; API key and JSON payload with lead attributes

3.10. Monday.com
• Feature/Setting: Item creation (Leads board) via GraphQL; API token, define column mapping

3.11. Keap (Infusionsoft)
• Feature/Setting: REST API - Create contact (POST /contacts); pass data and access token

3.12. Nimble
• Feature/Setting: Contact API endpoint (POST /contacts); use tokens, configure tags for HVAC segment

3.13. SugarCRM
• Feature/Setting: REST API - /Leads endpoint (POST); authentication via OAuth 2.0, map status/stage

3.14. Apptivo
• Feature/Setting: Leads API - POST /crm/v1/leads; configure API key, field matching

3.15. Bitrix24
• Feature/Setting: CRM.lead.add (REST); configure webhook or OAuth, json field map

3.16. Agile CRM
• Feature/Setting: Leads API (POST /api/v1/contacts); pass API key, JSON data structure

3.17. Streak (for Gmail)
• Feature/Setting: Pipelines API - create box (POST /v2/pipelines/{pipelineKey}/boxes); API Key, map form submission

3.18. ServiceM8
• Feature/Setting: Clients API - POST /clients; OAuth and field-to-schema mapping

3.19. Jobber
• Feature/Setting: Create client endpoint via API (POST /clients); personal access token, match fields

3.20. Vtiger
• Feature/Setting: Leads module API (POST /webservice.php); session token, custom mapping

Benefits

4.1. Eliminates human input errors in lead capture
4.2. Enables real-time lead assignment and outreach
4.3. Standardizes lead data fields for effective reporting
4.4. Allows multi-source, multi-channel lead consolidation
4.5. Reduces administrative workload for HVAC service teams
4.6. Improves client response speed and conversion rates
4.7. Flags duplicate leads automatically for de-duplication
4.8. Supports GDPR-compliant data handling via audit trails