Lead Management & Client OnboardingPurpose
1.2. Eliminate data entry delays and manual errors, ensuring all prospect data from landing pages, inquiry forms, and ad platform lead-gen units flows directly into CRM pipelines or notification systems for rapid engagement, improved conversion rates, and seamless handoff to sales or onboarding teams.
1.3. Enable comprehensive lead source attribution, compliance with data capture consent, and triggering of custom automations contingent on campaign, region, or form metadata.
Trigger Conditions
2.2. Lead capture event or webhook from advertising network lead-gen ad unit.
2.3. API call or message from third-party integration tool detecting new form submission.
2.4. CRM webhook receiving new lead record with specified campaign parameters.
2.5. Automated polling of selected lead sources at predetermined intervals.
Platform Variants
3.1. Facebook Lead Ads
• API: Graph API, Endpoint: `/leadgen/forms/{form_id}/leads`. Configure webhook to deliver new leads to designated endpoint.
3.2. Google Lead Form Extensions
• API: Google Ads API, Resource: `LeadFormSubmissionDataService`. Set up webhook to push new lead data to specified destination.
3.3. LinkedIn Lead Gen Forms
• API: LinkedIn Marketing Developer Platform, Endpoint: `/adAnalyticsV2` with `action=LEAD_GEN`. Configure lead sync to CRM/automation endpoint.
3.4. Typeform
• Feature: Webhook integration. Enable webhooks and configure endpoint to receive complete response payload per submission.
3.5. Gravity Forms
• Add-On: Webhooks Add-On. Activate outbound webhook, select fields, and specify POST endpoint for real-time lead data delivery.
3.6. HubSpot Forms
• API: Forms API, Endpoint: `/submissions/v3/integration/submit/:portalId/:formId`. Configure to POST submitted data to automation server.
3.7. Jotform
• Feature: Webhook integration. Set URL to push form response as JSON payload for every submission.
3.8. Unbounce
• Feature: Webhook POST URL. In form settings, define endpoint destination to push all leads on submit.
3.9. WordPress Contact Form 7
• Plugin: Flamingo/Webhook plugin. Activate and configure outgoing request to automation endpoint with mapped form fields.
3.10. Mailchimp Landing Pages
• Feature: Webhook/Sync to CRM. Enable automation for new subscriber data sync via outbound webhook.
3.11. Zapier Webhooks
• Feature: Catch Hook trigger. Set up webhook to listen for new submissions and relay to automation pipeline.
3.12. Marketo Forms
• API: Lead Capture API, Endpoint: `/rest/v1/leads/push.json`. Configure triggered API call on new form submit.
3.13. Salesforce Web-to-Lead
• Feature: Auto-Response Rule/Web-to-Lead. Configure HTML form action to Salesforce endpoint or set up workflow to trigger webhook.
3.14. Instapage
• Feature: Webhook integration. Configure webhook destination and data mapping from landing page builder.
3.15. Microsoft Dynamics 365 Marketing Forms
• API: Forms endpoint with secure webhook POST to automation destination.
3.16. Pipedrive Web Forms
• API: Deals API, Trigger: new submission event pushes data to automation endpoint.
3.17. ActiveCampaign Forms
• API: `/api/3/forms/{id}/subscribe`, configured for direct POST from web or ad source.
3.18. GetResponse Forms
• Feature/API: Webform submissions endpoint, push data to automation endpoint via webhook.
3.19. Formstack
• Feature: Webhooks integration, enable POST on submit to automation system.
3.20. Wufoo
• Feature: Webhooks (Notification Settings). Set destination URL for real-time lead notification delivery.
Benefits
4.2. Centralized data consolidates all marketing channels for complete visibility and tracking.
4.3. Eliminates manual export/import, reducing errors and freeing team resources.
4.4. Enables instant assignment, scoring, marketing sequence triggers, and multi-platform alerts.
4.5. Maintains compliance and traceability with secure, documented data flows for every campaign.
4.6. Easily extensible to new sources or campaign pivots without custom coding.