Integration with CRM for lead updates

Purpose

1.1. Seamlessly synchronize new and updated lead information from point-of-sale, website forms, third-party marketplaces, or customer interactions directly into a central CRM platform, ensuring real-time lead tracking, follow-up, scoring, and sales pipeline advancement for AC unit retailers.
1.2. Automate lead entry, deduplication, notes attachment, source tracking, status updates, assignment to sales reps, and escalation triggers, reducing manual errors and accelerating response times.

Trigger Conditions

2.1. New lead submission via web form, phone call, chat, or AC product inquiry.
2.2. Lead status change (e.g., from “New” to “Contacted”), assigned rep update, or qualification/disqualification event in an external system.
2.3. Third-party data feed or marketplace sync indicating an AC sales opportunity.
2.4. Manual lead entry or CSV upload by staff.

Platform Variants

3.1. Salesforce
• Feature/Setting: REST API / Create/Update Lead — configure authentication, map form fields to Lead object, enable duplicate rules.

3.2. HubSpot
• Feature/Setting: CRM API (Create/Update Contact) — map incoming fields, trigger pipeline automation, set lifecycle stage.

3.3. Zoho CRM
• Feature/Setting: Add Records (Leads Module) API — enable workflow for automated tasks on lead update.

3.4. Microsoft Dynamics 365
• Feature/Setting: Web API / leads entity — configure lead creation, attach custom attributes, set assignment rule.

3.5. Pipedrive
• Feature/Setting: Deals API / Persons API — push new leads, assign to pipelines or users based on criteria.

3.6. Freshsales
• Feature/Setting: Lead Capture API — set field mappings, configure auto-assignment, update lead status.

3.7. Copper
• Feature/Setting: People API / POST new contact — assign tags, link to company, automate reminders.

3.8. Close
• Feature/Setting: Create Lead API — parse source, populate fields, activate follow-up sequence.

3.9. Insightly
• Feature/Setting: Leads API — assign lead owners, attach webform notes, set custom fields.

3.10. ActiveCampaign
• Feature/Setting: Contacts API — create/update contact, add to automations, segment by lead score.

3.11. Bitrix24
• Feature/Setting: CRM Lead API — create lead, set status, add comments, trigger workflow.

3.12. Keap (Infusionsoft)
• Feature/Setting: REST API Create Contact/Lead — map form input, tag sources, launch sequences.

3.13. Monday.com
• Feature/Setting: Boards API / Create Item — generate new item for lead, set statuses, assign reps.

3.14. SugarCRM
• Feature/Setting: REST API / Leads Module — enable mapping, set assignment notifications.

3.15. Nutshell
• Feature/Setting: API / Lead Endpoint — automate creation and status changes, notify assigned users.

3.16. Pipefy
• Feature/Setting: Cards API / Create Card — push leads to pipe, trigger notifications, set phase.

3.17. HighLevel
• Feature/Setting: Contacts API — create/update, tag source (e.g., AC web form), trigger workflow.

3.18. Agile CRM
• Feature/Setting: Contact API — push, set lead score, assign to campaign.

3.19. Apptivo
• Feature/Setting: Leads API — enable automated lead import, custom fields mapping.

3.20. Salesforce Essentials
• Feature/Setting: REST API / Simple Lead Entry — minimum mapping for SMB-level use, alert team.

3.21. Zendesk Sell
• Feature/Setting: Leads API — create/upate, link to activities, auto-notify reps.

3.22. Streak CRM
• Feature/Setting: Pipelines API — insert new AC leads to Gmail pipeline, set custom stage.

Benefits

4.1. Zero manual lead re-entry, ensuring clean, timely CRM data for all AC leads.
4.2. Unified dashboard for all staff, so follow-ups, sales stages, and escalations are never missed.
4.3. High scalability – works for every online/offline lead source.
4.4. Full audit trail and reporting for marketing ROI and sales efficiency.
4.5. Enables instant lead assignment and faster deal closure.
4.6. Enhanced customer experience, with all inquiries responded to promptly.