Purpose
1.2. Automatically store, route, and initiate communication with prospects for HVAC installation services.
1.3. Prevent lead loss by real-time data syncing to CRM, notifications, and client handling workflows.
1.4. Enable immediate team assignment, follow-ups, and pipeline tracking for air conditioning contractors.
Trigger Conditions
2.2. New entries received through embedded forms (HTML, iframe, JavaScript widgets).
2.3. Inbound API/webhook events from form builder platforms.
2.4. Scheduled data polling from site form endpoints or connected databases.
Platform Variants
• Feature: "On Form Submit" trigger, configure webhook action to relay entries to automation endpoint.
3.2. Typeform
• Setting: Enable "Webhook" integration, send response payload to automation endpoint.
3.3. Jotform
• Feature: "Webhook" delivery, setup automated notification to automation system.
3.4. Gravity Forms (WordPress)
• Add-On: "Webhooks" in Gravity Forms, set target URL for lead data transmission.
3.5. HubSpot Forms
• API: Use "Forms API" for new submission event, direct payload to automation entry point.
3.6. Mailchimp Landing Pages
• Integration: Use "Connected Sites" and Webhook Notifications on new signups.
3.7. Elementor Pro Forms (WordPress)
• Setting: Use "Webhook" action under form submission to send data to endpoint.
3.8. Unbounce
• Feature: Set "Webhook" integration, forward form responses directly to automation receiver.
3.9. Zoho Forms
• API/Webhook: Configure "Webhook" to send responses, or use Zoho Form Submission trigger.
3.10. Wufoo
• Integration: Enable "Webhooks" plugin, provide automation endpoint URL.
3.11. Microsoft Forms
• Action: Use Power Automate (Flow) or webhook notification for new response submission.
3.12. Cognito Forms
• Feature: Enable "Post JSON Data to URL" on form submission.
3.13. Formstack
• API: Connect via Formstack API using "Form Submission" event; configure webhook or integration URL.
3.14. Facebook Lead Ads
• API: Configure "Leads Retrieval" API, direct leads to automation endpoint.
3.15. Contact Form 7 (WordPress)
• Extension: Use "Flamingo" for storage, add webhook integration via API.
3.16. Salesforce Web-to-Lead
• Feature: Use "Web-to-Lead" form, set endpoint for automated lead capture.
3.17. Pabbly Form Builder
• Feature: Enable webhook or email parsing with target system.
3.18. Ninja Forms
• Integration: Add "Webhooks" extension; map POST action to receiver URL.
3.19. Formidable Forms
• Feature: "API/Webhook" action on submit, direct to automation endpoint.
3.20. GetResponse Forms
• API: Use Web Connect tool to push form leads via API/webhook.
Benefits
4.2. Elimination of manual data transfer errors and missed inquiries.
4.3. Accelerated first response time, increasing conversion rates.
4.4. Customizable lead routing to service reps, increasing operational efficiency.
4.5. Improved tracking and analytics for every client request submitted online.