Automated website contact form to CRM entry

Purpose

1.1. Automate the capture of all prospective client inquiries submitted via the antique furniture restoration website contact form.
1.2. Standardize, validate, and route lead information directly into a chosen CRM, ensuring immediate assignment and accurate lead categorization.
1.3. Warm new leads automatically with follow-up acknowledgments, reducing manual handling, and improving response times.
1.4. Create unified records ready for downstream onboarding, client segmentation, workflow triggers, or restoration job scheduling.
1.5. Eliminate lost leads due to manual entry or delayed communication in the professional restoration services environment.

Trigger Conditions

2.1. A new inquiry is submitted via the website’s contact form.
2.2. Specific fields (name, contact, item type, description, restoration urgency) are completed.
2.3. Optional: Contact form passes basic validation (e.g., anti-spam).

Platform Variants

3.1. Salesforce
• Feature/Setting: REST API -> Configure 'Create Lead' endpoint with mapping of form fields.

3.2. HubSpot
• Feature/Setting: Forms API -> Incoming Webhook to CRM Contacts endpoint with custom property mapping.

3.3. Zoho CRM
• Feature/Setting: API -> Automate 'Leads Module' upsert using generated OAuth credentials.

3.4. Microsoft Dynamics 365
• Feature/Setting: Web API -> POST to 'contacts' entity using a registered application.

3.5. Pipedrive
• Feature/Setting: API -> /persons and /deals endpoints mapped for client and request details.

3.6. Freshsales
• Feature/Setting: API v2 -> POST to '/api/contacts' with assigned tags for restoration leads.

3.7. Monday.com
• Feature/Setting: API -> Use 'Create Item' mutation in workspace for new lead tracking.

3.8. Airtable
• Feature/Setting: REST API -> Append new record in leads table, mapping fields from form.

3.9. Google Sheets
• Feature/Setting: Sheets API -> Append Row triggered from webhook; use for simple lead lists.

3.10. Mailchimp
• Feature/Setting: API -> Add lead to audience list with restoration inquiry tag.

3.11. Intercom
• Feature/Setting: REST API -> Create/update contact, add conversation note with inquiry details.

3.12. Copper CRM
• Feature/Setting: API -> Insert lead with 'Create Person' or 'Create Opportunity'.

3.13. Bitrix24
• Feature/Setting: REST API -> lead.add method with inbound mapping for each field.

3.14. Insightly
• Feature/Setting: API -> POST to 'Leads' with form content parsing.

3.15. Capsule CRM
• Feature/Setting: API -> Create new party and opportunity using the /parties endpoint.

3.16. Keap (Infusionsoft)
• Feature/Setting: REST API -> Add or update contact, assign restoration pipeline tag.

3.17. Streak for Gmail
• Feature/Setting: API -> Insert lead to box in pipeline labeled ‘Website Inquiry’.

3.18. ActiveCampaign
• Feature/Setting: API -> POST to contacts endpoint with custom fields.

3.19. Notion
• Feature/Setting: API -> Create database page for each inquiry in lead management DB.

3.20. Trello
• Feature/Setting: API -> Create a new card in 'Leads/Prospects' list from submitted form.

3.21. ClickUp
• Feature/Setting: API -> Create Task under ‘Lead Management’ space with parsed meta.

3.22. Highrise
• Feature/Setting: API -> Add Contact and Note via /contacts endpoint; map webform fields.

Benefits

4.1. Real-time, error-free integration between webforms and lead systems ensures no lost inquiries.
4.2. Reduces administrative workload for restoration service teams.
4.3. Enables analytics on inquiry types, response timings, and lead sources.
4.4. Facilitates personalized, automated onboarding journeys for each new client.
4.5. Scales effortlessly as business grows, reducing manual system dependencies.