Automated web form lead capture and assignment

Purpose

1. Streamlined lead intake from web forms for air compressor repair service providers, eliminating manual data entry and enabling instant, precise lead assignment to technicians or sales staff.

2. Centralizes new customer requests; automates pushing data into CRM, email, SMS, ticketing, or task management systems.

3. Ensures no inquiry is missed; initiates workflows for follow-up, quotes, and scheduling.

4. Provides reporting and analytics capture from lead source, service interest, and customer location for business insight.

Trigger Conditions

1. Web form submission by prospect or customer (via company site, landing page, ad link, or chat widget).

2. API webhook payload received indicating a new form entry.

3. Lead data meeting predefined matching criteria for assignment (e.g., location, service urgency, compressor brand).

Platform Variants

1. Google Forms

• Feature/Setting: Use "On form submit" trigger; configure Google Forms webhook integration to external service.
  

2. Microsoft Power Automate

• Feature/Setting: "When a new response is submitted" (Forms); use connector to push data to CRM or email.
  

3. WordPress Gravity Forms

• Feature/Setting: 'Webhooks Add-on' for sending entry to external endpoint; map fields to payload.
  

4. Typeform

• Feature/Setting: 'Responses webhook'—configure webhook URL, send JSON payload on each submission.
  

5. JotForm

• Feature/Setting: 'Webhook' integration; specify custom endpoint.
  

6. HubSpot Forms

• Feature/Setting: 'Form submission trigger'; automates CRM lead creation and assignment using workflows.
  

7. Zoho Forms

• Feature/Setting: 'Webhook' action, or 'Integration' with Zoho CRM/Desk for ticket or lead creation.
  

8. Cognito Forms

• Feature/Setting: 'Post JSON Data to Webhook' setting.
  

9. Formstack

• Feature/Setting: 'Webhooks' integration for instant pushes.
  

10. Salesforce Web-to-Lead

• Feature/Setting: 'Form handler' API, auto-create lead record in CRM.
  

11. Airtable Forms

• Feature/Setting: 'Form submission' event; use Airtable Automations to push to external APIs.
  

12. Slack

• Feature/Setting: 'Incoming webhook' in Slack workspace for alerting assignment or posting form data.
  

13. SendGrid

• Feature/Setting: 'Inbound Parse Webhook' to receive leads as emails and process further.
  

14. Trello

• Feature/Setting: API integration to auto-create cards in designated board/list per lead.
  

15. Asana

• Feature/Setting: 'New Task' API endpoint for ticket creation upon form submission.
  

16. Zendesk

• Feature/Setting: 'Create ticket' endpoint; use workflows/routing policies for agent assignment.
  

17. Pipedrive

• Feature/Setting: 'Create deal' API on form submit, trigger assignment automations.
  

18. Intercom

• Feature/Setting: 'Create lead' endpoint/post, auto-route by tag or field.
  

19. Mailchimp

• Feature/Setting: 'Add or Update List Member' API; trigger initial nurture automation for new lead.
  

20. Freshdesk

• Feature/Setting: 'Create Ticket' API, map web form data to custom fields for assignment.
  

Benefits

1. Eliminates manual lead review, entry, and forwarding.

2. Guarantees rapid, rules-based lead routing for specialized repair needs.

3. Integrates with enterprise or SMB SaaS solutions—no need for custom dev.

4. Real-time notifications and assignment tracking prevent lost sales/service opportunities.

5. Supports analytics and optimization using complete, structured intake data.