Lead Management & Customer AcquisitionPurpose
1.2. Instantly enrich submitted contact information and segment leads by product interest (split, inverter, commercial AC units), channel (website, landing page, mobile), or urgency.
1.3. Enable real-time notifications to sales teams, assign leads to relevant agents, and trigger systematic nurturing workflows specific to air conditioning sales cycles.
Trigger Conditions
2.2. Form data contains required fields: Name, Contact, Interest (AC model/type), Location, and Consent.
2.3. Optional: Inclusion of promo code, urgency (e.g., repair versus new installation), or scheduling request.
Platform Variants
• Feature/Setting: “Webhooks” add-on – send form payload (JSON) to HTTP endpoint configured with: URL, method POST, and mapped fields.
3.2. Wix
• Feature/Setting: “Automations” – trigger on form submission, push details to connected CRM via REST API.
3.3. Webflow
• Feature/Setting: “Form Submission” integration – enable webhook URL, define payload structure, configure success/error redirects.
3.4. Shopify
• Feature/Setting: “Contact Form API” – attach automation to /contact form, configure action to POST to processing service.
3.5. Squarespace
• Feature/Setting: “Form Block Storage Options” – select Zapier integration, map lead fields, set notification path.
3.6. Google Forms
• Feature/Setting: Set up “Form response” trigger in Google Apps Script, export to external API endpoint or Google Sheet.
3.7. Typeform
• Feature/Setting: “Webhooks” – configure endpoint, enable real-time notifications for new submissions.
3.8. Jotform
• Feature/Setting: “Webhook” integration – send submission data to designated URL, include data mapping.
3.9. HubSpot Forms
• Feature/Setting: “Workflow Trigger” – route new lead data into pipeline, trigger API call to external CRM if needed.
3.10. Zoho Forms
• Feature/Setting: “Integration” – configure CRM mapping, setup direct notification to sales channel (mail/slack).
3.11. Salesforce Web-to-Lead
• Feature/Setting: “Web-to-Lead form generator” – embed HTML in site, set processing endpoint, auto-assign campaign.
3.12. Microsoft Forms
• Feature/Setting: “Automated Flow” via Power Automate – on form response, copy lead info into CRM or trigger follow-up.
3.13. Unbounce
• Feature/Setting: “Webhook” – POST submission content to integration endpoint, confirm delivery status.
3.14. Leadpages
• Feature/Setting: “Lead Notifications” – configure integrations, route by AC product interest, real-time sales team alerting.
3.15. Mailchimp Landing Pages
• Feature/Setting: “Connected Sites” API – collect sign-ups, push to segmented email automation process.
3.16. Cognito Forms
• Feature/Setting: “Form Connections” – trigger webhooks or send entries to Zapier, configure lead distribution rules.
3.17. Pipedrive
• Feature/Setting: “Web Forms” – on new submission, set automation to create new deal and assign to AC sales pipeline.
3.18. Monday.com Forms
• Feature/Setting: “Form to Board Automation” – auto-insert leads, notify responsible persons, apply AC tags.
3.19. Airtable Forms
• Feature/Setting: “Form Submission” automation – on submit, auto-create record and trigger outbound CRM sync.
3.20. Freshworks CRM Forms
• Feature/Setting: “Web Forms API” – parse submissions, run assignment and lead scoring rule for AC segment.
3.21. Facebook Lead Ads
• Feature/Setting: “Lead Retrieval API” – listen for new leads, distribute to connected back-end in real time.
3.22. Intercom
• Feature/Setting: “Custom Bots” – capture webchat inquiries as leads, trigger HTTP request with mapped AC inquiry data.
Benefits
4.2. Accelerate sales response with instant routing and assignment.
4.3. Enhance lead qualification by capturing data at entry point.
4.4. Enable tailored follow-up campaigns based on AC model or service type.
4.5. Provide measurable metrics on acquisition sources and conversion.