Lead Management & Client CommunicationPurpose
1.2. Respond to prospects with personalized, timely messaging to acknowledge receipt and provide essential next steps.
1.3. Notify relevant internal stakeholders of new inquiries for rapid follow-up or planning.
1.4. Segment and store client details for CRM enrichment and ongoing engagement.
1.5. Reduce manual handling, minimize missed opportunities, and create a professional initial client experience.
Trigger Conditions
2.2. Email received at designated inquiry address.
2.3. Form fill on third-party landing page platform.
2.4. Direct message or comment on integrated social/contact widget.
Platform Variants
3.1. Twilio
• Function: Trigger SMS API upon form submission.
• Configuration: Use Programmable Messaging API; set webhook to website form POST.
3.2. SendGrid
• Function: Automated transactional email.
• Configuration: Create Dynamic Template and use Send Email API after form trigger.
3.3. Mailgun
• Function: Send acknowledgment emails.
• Configuration: Configure Routes and send message via Messages API.
3.4. Gmail API
• Function: Send and track email acknowledgment.
• Configuration: Use "messages.send" endpoint; OAuth for access.
3.5. Slack
• Function: Notify internal team on new lead.
• Configuration: Set up Incoming Webhooks; map form fields to message content.
3.6. Microsoft Teams
• Function: Channel message for each inquiry.
• Configuration: Use "Incoming Webhook" connector; format payload as card.
3.7. HubSpot CRM
• Function: Create new contact and task in CRM.
• Configuration: Use "Create Contact" and "Create Task" endpoints via API.
3.8. Salesforce
• Function: Lead creation from form data.
• Configuration: Use REST API "Lead" object; authenticate with Connected App.
3.9. Zoho CRM
• Function: Insert form data as new Lead record.
• Configuration: Use Leads API and generate OAuth token for access.
3.10. Pipedrive
• Function: Add deal/note for inquiry.
• Configuration: Use API endpoint "Deals" and "Notes" on form event.
3.11. ActiveCampaign
• Function: Automate email response sequence.
• Configuration: Use "Contacts" and "Automations" API for onboarding sequence.
3.12. Intercom
• Function: Initiate conversation thread with prospect.
• Configuration: Use Conversations API, post personalized greeting.
3.13. Zendesk
• Function: Create ticket for lead management.
• Configuration: Use "Tickets" POST API; populate requester and custom fields.
3.14. Freshdesk
• Function: Log inquiry as new support ticket.
• Configuration: Use Tickets API, map form answers to ticket fields.
3.15. Mailchimp
• Function: Add email to audience list and start auto-reply.
• Configuration: Use Lists and Automations endpoints; set up Welcome workflow.
3.16. Google Sheets
• Function: Record form data as new spreadsheet row.
• Configuration: Use Sheets API "append" method; link to inquiry timestamps.
3.17. Airtable
• Function: Store new submissions in custom Base.
• Configuration: Use API to "Create Record" in relevant Table.
3.18. Notion
• Function: Create database entry for each inquiry.
• Configuration: Use "Create Page" API and link to lead detail page.
3.19. Typeform
• Function: Trigger webhooks on form completion.
• Configuration: Set up Outbound Webhook in form settings; send JSON payload on submit.
3.20. Facebook Messenger
• Function: Automatic instant response to page DMs.
• Configuration: Set webhook for messages and reply via Send API.
3.21. WhatsApp Business API
• Function: Auto-reply to WhatsApp messages.
• Configuration: Use "messages" endpoint to send templated response.
3.22. Telegram Bot API
• Function: Auto-message for new chat or command.
• Configuration: Use "sendMessage" method in Bot API on new message webhook.
3.23. Webex
• Function: Notify team of inquiry in space/channel.
• Configuration: Use "messages.create" API.
Benefits
4.2. Reduces manual errors and ensures 24/7 responsiveness.
4.3. Centralizes inquiry data for analysis and improved follow-up.
4.4. Frees staff time for creative or billable work.
4.5. Builds professional brand reputation through consistent, polished communication.