Lead Management & CRM AutomationPurpose
1.2. Ensure all prospect details (contact, service inquiry, location, preferred timing) are systematically collected and accurately associated with new or existing CRM records.
1.3. Trigger workflows for notification, nurture emails, sales task assignments, and reporting, optimizing duct cleaning service pipelines.
Trigger Conditions
2.2. Validation of required fields (email, phone, service address).
2.3. Optional triggers: lead comes via mobile widget, Facebook Lead Ad, or chat widget integration.
Platform Variants
3.1. Salesforce
• Feature/Setting: Use “Web-to-Lead” API endpoint; post form data to `/services/data/vXX.X/sobjects/Lead/`
• Sample config: Map form fields (FirstName, Phone, Email, ServiceRequest) to Salesforce Lead attributes.
3.2. HubSpot
• Feature/Setting: Forms API; endpoint `/forms/v2/submissions`
• Sample config: Set portal ID, form GUID, and JSON body with contact properties.
3.3. Zoho CRM
• Feature/Setting: “Webforms” or “Leads” module API
• Sample config: HTTP POST with auth token, posting to `/crm/v2/Leads`
3.4. Freshsales
• Feature/Setting: Freshsales API “Create Lead” endpoint
• Sample config: POST JSON with lead details, use API key in header.
3.5. Pipedrive
• Feature/Setting: API endpoint `/persons` and `/leads`
• Sample config: POST request mapping form data, use API token.
3.6. ActiveCampaign
• Feature/Setting: API v3 “Contact Sync” endpoint
• Sample config: POST contact and custom field data.
3.7. Mailchimp
• Feature/Setting: Add-a-member to Audience using `/lists/{list_id}/members`
• Sample config: POST email and merge fields via API key.
3.8. Microsoft Dynamics 365
• Feature/Setting: Web API for “Lead” entity
• Sample config: POST to `/api/data/v9.0/leads` with form payload.
3.9. Copper CRM
• Feature/Setting: API endpoint `/people` or `/leads`
• Sample config: POST with JSON, using API key and mapped data.
3.10. Insightly
• Feature/Setting: “Create a Lead” REST API
• Sample config: POST JSON data, authenticate via API key.
3.11. Keap (Infusionsoft)
• Feature/Setting: REST API, “Create Contact”
• Sample config: POST with form data using OAuth tokens.
3.12. Bitrix24
• Feature/Setting: “crm.lead.add” API
• Sample config: POST JSON with lead info and webhook URL.
3.13. Nutshell CRM
• Feature/Setting: REST API “Leads” endpoint
• Sample config: Submit form data as new Lead object via API key.
3.14. Monday.com
• Feature/Setting: “Create Item” mutation in GraphQL API for lead board
• Sample config: Send name, contact, details as variables.
3.15. HighLevel
• Feature/Setting: “Create Lead” endpoint
• Sample config: POST with JWT token, include all relevant form fields.
3.16. Nimble
• Feature/Setting: REST API “Contacts” endpoint
• Sample config: POST form data and tags using API key.
3.17. Google Sheets (as CRM-light)
• Feature/Setting: Google Sheets API “Append Row”
• Sample config: Insert form data into leads worksheet.
3.18. Airtable
• Feature/Setting: REST API “Create Record” in Leads table
• Sample config: POST with API token and field mapping.
3.19. SharpSpring
• Feature/Setting: Lead API, “leads.createLead”
• Sample config: API call with lead fields from web form submission.
3.20. SugarCRM
• Feature/Setting: REST API “POST /Leads”
• Sample config: Form field JSON mapped to API schema, token auth.
3.21. Less Annoying CRM
• Feature/Setting: API endpoint “Add Contact”
• Sample config: POST with form data over HTTPS, include API user code.
3.22. Intercom
• Feature/Setting: REST API, “Create/Update User”
• Sample config: Submit contact details from form as Lead attribute.
3.23. Sendinblue (Brevo)
• Feature/Setting: Contacts API, POST `/contacts`
• Sample config: POST JSON, include custom fields and list ID.
Benefits
4.2. Eliminates human error and reduces admin burden for HVAC businesses.
4.3. Enables immediate personalized follow-up by sales or dispatch teams.
4.4. Unifies lead data for cross-channel remarketing, segmentation, and analytics.
4.5. Supports scalable business growth by standardizing the intake-to-engagement process.