Lead Management & Client OnboardingPurpose
1.2. Ensure all relevant contact, project scope, and client requirements are uniformly transferred and formatted to support work assignment, scheduling, and restoration tracking.
1.3. Reduce manual data entry, accelerate onboarding, and eliminate errors in client profile setup.
1.4. Enable dynamic initiation of restoration project workflows based on new leads captured from multiple input streams.
1.5. Provide centralized, auditable history of project starting points and client communications for quoting, follow-up, and service monitoring.
Trigger Conditions
2.2. Arrival of qualifying inquiry emails (subject/content matching filters).
2.3. Completion of call intake on VoIP or telephony platform.
2.4. CRM record status change to ‘Qualified Lead’ or ‘Client Onboarding’.
2.5. Direct message or form data received on social media/business messenger.
Platform Variants
3.1. Salesforce
• Feature/Setting: Configure "New Lead" trigger; use REST API (POST /services/data/vXX.X/sobjects/Lead/) to send data to project management tool.
3.2. HubSpot
• Feature/Setting: Use "Contact Created" workflow; configure Webhook to relay contact details to PM solution endpoint.
3.3. Zoho CRM
• Feature/Setting: Setup “Lead Created” automation rule; integrate Lead API (POST /crm/v2/Leads) push transfer.
3.4. Microsoft Dynamics 365
• Feature/Setting: Enable "Record Creation" process with Power Automate; apply Dataverse connector for external PM app sync.
3.5. Pipedrive
• Feature/Setting: “Deal Added” webhook; consume /deals endpoint to collect and forward captured client info.
3.6. Monday.com
• Feature/Setting: Activate “Item Created” recipe; configure Monday.com API (POST /v2/items) to receive client data push.
3.7. Trello
• Feature/Setting: Automate via "Card Creation"; POST to /1/cards endpoint to generate task card for new client.
3.8. Asana
• Feature/Setting: On “Task Created,” use Asana API (POST /tasks) to add lead as a project task.
3.9. ClickUp
• Feature/Setting: Enable "Task Created" webhook; configure API (POST /api/v2/task) for inbound lead injection.
3.10. Wrike
• Feature/Setting: “Task Creation” via Wrike Integrate; POST /contacts API for new client record.
3.11. Basecamp
• Feature/Setting: New "To-do" via Basecamp 3 API (POST /buckets/{project_id}/todosets.json); map client info fields.
3.12. Airtable
• Feature/Setting: “Record Created” trigger; use Airtable API (POST /v0/{baseId}/{tableName}) for client row insertion.
3.13. JIRA
• Feature/Setting: Create “Issue” via REST API (POST /rest/api/2/issue); assign to restoration project board.
3.14. Smartsheet
• Feature/Setting: Add Row workflow; POST /sheets/{sheetId}/rows for new client data.
3.15. Notion
• Feature/Setting: Trigger on “Database Item Creation”; POST /v1/pages with client metadata.
3.16. Google Sheets
• Feature/Setting: Watch for row addition; use Sheets API (sheets.spreadsheets.values.append) for client insertion.
3.17. Freshdesk
• Feature/Setting: “Contact Created” automation; forward via Freshdesk Contact API (POST /api/v2/contacts).
3.18. Intercom
• Feature/Setting: New User webhook; push data to PM tool via Intercom API (POST /users).
3.19. Slack
• Feature/Setting: Listen for specific channel message/post; use chat.postMessage or reminders.add API for direct task listing.
3.20. Mailchimp
• Feature/Setting: New Subscriber automation; retrieve data via Mailchimp List API (POST /lists/{list_id}/members) for use in onboarding stream.
3.21. Google Forms
• Feature/Setting: Form submission trigger; configure Apps Script or API (forms.responses.list) to extract and forward responses.
Benefits
4.2. Multi-channel intake ensures all client contacts are processed uniformly.
4.3. Minimizes risk of manual data entry mistakes and missing client requirements.
4.4. Readies all client/project data for team collaboration and assignment.
4.5. Provides traceability in restoration workflow from initial touch to project closure.