Lead Management & Customer AcquisitionPurpose
1.2. Attribute leads to source (e.g., Google Ads, direct calls, website forms, social platforms) for accurate ROI measurement.
1.3. Enable granular, real-time analytics and visualization of lead-generation trends and campaign performance.
1.4. Automate distribution of source-attributed leads to sales teams, ensuring timely follow-up and improved conversion.
1.5. Support historical analysis for optimizing ad spend, marketing strategy, and product focus within the AC unit segment.
Trigger Conditions
2.2. Inbound call or SMS to dedicated store phone numbers.
2.3. Lead created in CRM via third-party integrations (chat, email, referral partner, marketplaces).
2.4. Event logged in paid ad platforms (e.g., Google Ads Lead Form Extension Completed).
2.5. Social ad response or direct message on Facebook, Instagram, LinkedIn, or WhatsApp.
Platform Variants
- Feature/Setting: Webhook for Lead Form Extension; connect to export lead data and utm parameters.
3.2. Facebook Leads
- Feature/Setting: Facebook Graph API / Marketing API; subscribe to leadgen webhook events.
3.3. Microsoft Advertising
- Feature/Setting: Lead generation form integration via API, export to analytics tools.
3.4. Twilio
- Feature/Setting: Incoming SMS/Call Webhooks; capture sender, channel, and initial message.
3.5. HubSpot
- Feature/Setting: Form submission event; utilize 'source' property in lead objects.
3.6. Salesforce
- Feature/Setting: REST API for new lead with Source field capture; auto-sync with campaign IDs.
3.7. Zoho CRM
- Feature/Setting: Webhook to 'Leads' module; populate 'Lead Source' field from integration payload.
3.8. Shopify
- Feature/Setting: Order API & Contact Form Webhook; extract utm tracking data on customer creation.
3.9. Mailchimp
- Feature/Setting: Signup Form Webhook, segment new subscribers by source.
3.10. Google Analytics
- Feature/Setting: Measurement Protocol API to send custom events; parse utm_source on each conversion.
3.11. Segment
- Feature/Setting: Track API events for source attribution; forward to analytics destinations.
3.12. Intercom
- Feature/Setting: Messenger event webhook; record user referral_source property.
3.13. WhatsApp Business API
- Feature/Setting: New message events with conversation metadata; store conversation entry point.
3.14. Zendesk
- Feature/Setting: Ticket creation webhook with custom source field.
3.15. Google Sheets
- Feature/Setting: API; append new row for every incoming lead with detected source.
3.16. Slack
- Feature/Setting: Incoming Webhooks; post source-tagged lead info to designated channel.
3.17. Pipedrive
- Feature/Setting: API, create lead with 'source' custom field from POST payload.
3.18. SendGrid
- Feature/Setting: Parse API; handle inbound email forms, extract source details.
3.19. Calendly
- Feature/Setting: Webhook on new booking; ingest utm and referrer properties.
3.20. Typeform
- Feature/Setting: Webhook on submit; map form answers to source parameters in outbound POST.
3.21. Yelp
- Feature/Setting: Business App API; monitor and log new leads with referrer channel.
3.22. TikTok For Business
- Feature/Setting: Events API; push lead generation results with ad IDs and campaign metadata.
Benefits
4.2. Improves follow-up by providing sales teams context such as channel and intent.
4.3. Increases marketing efficiency via transparent ROI tracking for each advertising channel.
4.4. Streamlines data-driven optimization of ad budgets and messaging per channel.
4.5. Replaces manual logging with automated, error-free data capture at lead entry point.
4.6. Supports long-term retail sales growth through actionable analytics and historical trends.