Integration of third-party lead sources into CRM

Purpose

1.1. Automate real-time data transfer and synchronization between third-party lead sources and a CRM system for HVAC duct cleaning providers.
1.2. Consolidate all inbound web, marketing, and purchase leads into a central CRM to enable immediate follow-up, reduce manual entry errors, and enable comprehensive lead tracking and analytics.
1.3. Route new leads, update records, trigger personalized workflows, and support scalable sales pipeline management.

Trigger Conditions

2.1. New lead submission via third-party advertising platforms such as Google Ads, Facebook Lead Ads, Angi, or Thumbtack.
2.2. Lead generation through partnerships, aggregators, HVAC marketplaces, or forms on affiliate websites.
2.3. Inquiry received via email parsing services or SMS lead alerts.
2.4. Manual CSV or Excel file upload from external lead brokers.
2.5. API/webhook notifying a new lead from external marketing automation software.

Platform Variants

3.1. Salesforce
• Feature/Setting: Web-to-Lead API endpoint; set up REST API to POST lead details; configure Process Builder for routing.
3.2. HubSpot
• Feature/Setting: “Create Contact” endpoint; use API key/integrations settings for direct mappings from each source.
3.3. Zoho CRM
• Feature/Setting: Leads API v2; configure blueprints for state transitions on create/update.
3.4. ActiveCampaign
• Feature/Setting: Contacts API (POST /api/3/contacts); enable automation trigger for new contact creation.
3.5. Pipedrive
• Feature/Setting: /deals POST endpoint; associate with specific pipelines via API token.
3.6. Copper
• Feature/Setting: “Create Person/Lead” API function; tie to workflows with trigger tags.
3.7. Insightly
• Feature/Setting: “Add Leads” API; configure workflow automation upon lead creation.
3.8. Freshsales
• Feature/Setting: “Create Lead” REST API; auto-assign to sales territory.
3.9. HighLevel
• Feature/Setting: Leads API POST; configure workflows for notifications.
3.10. Keap
• Feature/Setting: REST API /contacts endpoint with custom fields mapping.
3.11. Monday.com
• Feature/Setting: GraphQL API for lead items; trigger automation on item creation.
3.12. Airtable
• Feature/Setting: REST API to insert records; use automation to alert team.
3.13. Bitrix24
• Feature/Setting: REST “crm.lead.add” method; configure via automation rules.
3.14. Nutshell
• Feature/Setting: API POST to /leads endpoint; enable workflow triggers.
3.15. Microsoft Dynamics 365
• Feature/Setting: Web API POST to “/leads”; use Power Automate flows for next steps.
3.16. Google Sheets
• Feature/Setting: Apps Script or API to insert rows; trigger on new data via scripts.
3.17. Mailchimp
• Feature/Setting: Add subscriber via “lists/members” API; start audience journey.
3.18. Trello
• Feature/Setting: Cards creation via API; automated actions on board changes.
3.19. Slack
• Feature/Setting: Incoming Webhooks to dedicated channel; notify sales of new lead.
3.20. Intercom
• Feature/Setting: “Contacts API”; automate follow-up messages for new leads.

Benefits

4.1. Reduces manual entry, saving time and minimizing risk of lost or duplicated leads.
4.2. Ensures immediate response via instant task/notification triggers.
4.3. Centralizes lead tracking, providing unified dashboard and analytics.
4.4. Improves lead quality by standardizing data as it enters CRM.
4.5. Facilitates compliance, audit trails, and reporting for regulatory requirements.
4.6. Enables targeted workflows for quick quoting, follow-up, or nurturing specific to duct cleaning services.