Automatic capture of website form submissions into CRM

Purpose

1. Automate the end-to-end transfer of website inquiry and quote requests from aluminum welding business websites directly into a CRM for instant lead assignment, tracking, and nurturing without data entry delays or errors.

2. Ensure every potential customer is captured, categorized, and routed to appropriate sales staff in real-time.

3. Reduce manual data processing and missed leads by centralizing form submissions for oversight and reporting.

Trigger Conditions

1. Whenever a visitor submits a form on the aluminum welder's website—including quote, contact, or project detail forms.

2. Webhook or API event is received from integrated form builder service.

3. New submission detected via polling or direct form plugin integration.

Platform Variants

1. HubSpot

• Feature/Setting: "Forms API" — configure inbound webhook endpoint to capture and push submissions.
  

2. Salesforce

• Feature/Setting: "Web-to-Lead" — embed HTML script in site; submissions delivered directly into Salesforce Leads.
  

3. Zoho CRM

• Feature/Setting: "Web Forms API" — generate and embed code, enable push to Zoho lead module.
  

4. Pipedrive

• Feature/Setting: "LeadBooster Web Forms" — create form via Pipedrive, embed on website; auto-sync on submission.
  

5. Microsoft Dynamics 365

• Feature/Setting: "Power Automate – Dynamics 365 Connector" — use “When a HTTP request is received” trigger to ingest form data.
  

6. Monday.com

• Feature/Setting: "Forms Integration" — use Monday Forms or connect via API to CRM board.
  

7. Airtable

• Feature/Setting: "Airtable Forms" & API — set up form-to-base automation with incoming webhooks.
  

8. Copper

• Feature/Setting: "Copper API: Create Lead" — use API key to POST data from form to Leads endpoint.
  

9. Insightly

• Feature/Setting: "Insightly Web to Lead" — integrate Insightly form and map to CRM fields.
  

10. Freshsales

• Feature/Setting: "Web Forms" — auto-capture submissions as leads via Freshsales form embed.
  

11. Keap (Infusionsoft)

• Feature/Setting: "API: Create Contact" — set up REST API call upon new form submission.
  

12. SugarCRM

• Feature/Setting: "SugarCRM REST API – POST /Leads" — configure inbound submission route via custom integration.
  

13. Capsule CRM

• Feature/Setting: "Track Contact Form Submissions" — connect via Zapier or API POST to Capsule pipeline.
  

14. Close

• Feature/Setting: "API Lead Creation" — POST website form payload to /lead endpoint.
  

15. Nutshell

• Feature/Setting: "Web Forms" — build, embed, and auto-add lead upon visitor submission.
  

16. Pipefy

• Feature/Setting: "Pipefy Forms" — embed form, trigger card creation in Pipe upon submission.
  

17. Bitrix24

• Feature/Setting: "CRM Webform" — create and map Bitrix24 form direct to lead entity.
  

18. Apptivo

• Feature/Setting: "Web-to-Lead Forms" — customize, embed, assign workflow in CRM.
  

19. Streak

• Feature/Setting: "API: Create Boxes" — Google Forms integration or direct API POST for inbox automation.
  

20. Google Sheets

• Feature/Setting: "Google Apps Script – On Form Submit" — trigger Apps Script webhook to send data to preferred CRM.
  

Benefits

1. Ensures every aluminum welding lead is captured without manual effort, reducing risk of lost opportunities.

2. Provides instant routing and response for faster customer engagement and blow reduction in quote turnaround times.

3. Unifies source-of-truth for sales and marketing analysis, giving clear insights into lead sources and response efficiency.

4. Reduces administrative lockup and time delays, enhancing productivity and ROI.