Lead Management & Client Onboarding**Purpose**
1.2. Automate collection, enrichment, and scoring of new leads to optimize prioritization for sales teams.
1.3. Integrate multiple data sources to unify lead data and standardize qualification criteria.
1.4. Minimize manual data handling errors, enable lead nurturing campaigns, and accelerate qualification cycles.
1.5. Allow real-time routing and personalized follow-up sequences for high-value opportunities.
**Trigger Conditions**
2.2. New contact entry in CRM or marketing automation platform.
2.3. Inbound email with lead data received.
2.4. Referral or social media engagement flagged as potential lead.
**Platform Variants**
• API: CreateRecord (Lead); configure dynamic mapping for source fields.
3.2. HubSpot
• Function: Workflows → Enroll leads based on lifecycle stage; connect to score calculation property.
3.3. Pipedrive
• API: POST /deals; field mapping to custom attributes, and trigger ‘Lead Booster’ qualification.
3.4. Zoho CRM
• Function: Automation → Webhooks for new leads; Blueprint for scoring logic.
3.5. Marketo
• Feature: Smart Campaigns; configure triggers for form submissions, and flow steps for custom score assignment.
3.6. ActiveCampaign
• API: POST /contacts/add; set trigger automation for ‘Lead Score’ field updates.
3.7. Intercom
• Webhook: On New Lead; attribute enrichment using ‘Data Attributes’ and tag for scoring.
3.8. Google Sheets
• Function: On row add; Apps Script to call APIs (Clearbit, Hunter) for enrichment and compute score in script.
3.9. Airtable
• Automation: On record create; run scripting block to update ‘Lead Score’ based on conditions.
3.10. Copper CRM
• API: Insert Lead; use custom fields for scoring and prospect tier.
3.11. Mailchimp
• Event: Signup form filled; set merge tag for score and trigger automation for qualification.
3.12. Slack
• App: Incoming Webhook; send notification for leads above threshold score to sales channel.
3.13. Microsoft Dynamics 365
• Workflow: Lead Creation; auto-run Power Automate flow for enrichment and scoring module.
3.14. Clearbit
• API: Enrichment; send lead’s email, append returned firmographic and demographic data to source row.
3.15. Hunter.io
• API: Email Finder; validate domain and enrich contact reliability for scoring.
3.16. Unbounce
• Webhook: On conversion; data pushed to workflow builder for score calculation.
3.17. Typeform
• Webhook: On submit; push to script or automation tool to compute and apply score.
3.18. Facebook Ads
• API: Webhook for new lead; connect via Zapier or automation builder to ingest data for scoring process.
3.19. LinkedIn Lead Gen
• API: Lead Forms; export new entry to automated workflow for enrichment and scoring.
3.20. Google Ads
• Lead Form Extension: On new entry, trigger webhook to scoring automation and create CRM record.
**Benefits**
4.2. Eliminate manual entry and scoring, reducing errors and labor.
4.3. Enable faster lead response, personalized follow-up, and higher conversion.
4.4. Centralize tracking and analytics for continuous improvement of qualification criteria.
4.5. Facilitate multi-channel lead capture and enrichment for a 360-degree view of prospects.