Purpose
1.2. Reduce manual data entry, prevent loss of high-value service requests, and trigger personalized follow-ups in real time.
1.3. Sync leads across sales, support, and marketing teams for unified visibility and optimal customer experience.
Trigger Conditions
2.2. Update or edit to a previously submitted service request.
2.3. Form submission event with filter: “appliance repair” product/topic selected.
Platform Variants
3.1. Salesforce
• Feature: Web-to-Lead
• Setting: Configure 'Web-to-Lead' HTML form; map fields to Lead object
3.2. HubSpot
• Feature: Forms API
• Setting: POST JSON payload to /forms/v2/submissions endpoint
3.3. Microsoft Dynamics 365
• Feature: Lead Capture Integration
• Setting: Use Common Data Service APIs to create a new lead record
3.4. Zoho CRM
• Feature: Webforms
• Setting: Generate HTML form and specify lead owner, automatic assignment
3.5. Pipedrive
• Feature: Web Forms
• Setting: Connect embedded form to Pipedrive; auto-create deal/person
3.6. Freshsales
• Feature: Leads API
• Setting: Submit JSON to /api/leads endpoint upon form completion
3.7. Zendesk Sell
• Feature: Lead API
• Setting: POST new lead data to /api/v2/leads
3.8. Intercom
• Feature: Conversations API
• Setting: Create lead using /contacts endpoint when form is submitted
3.9. Marketo
• Feature: Forms 2.0 API
• Setting: Submit lead data via /rest/v1/leads/push.json
3.10. ActiveCampaign
• Feature: Contact API
• Setting: Send POST to /api/3/contacts endpoint
3.11. Mailchimp
• Feature: API for List Members
• Setting: Add form data to an audience via /lists/{list_id}/members
3.12. Google Sheets
• Feature: Sheets API
• Setting: Append form submission as new row
3.13. Slack
• Feature: Incoming Webhooks
• Setting: Post form details to channel for instant notification
3.14. Airtable
• Feature: API
• Setting: Create new record in leads table on submission
3.15. Monday.com
• Feature: Forms + API
• Setting: Submit form triggers new item in board via POST /v2
3.16. Asana
• Feature: Webhooks
• Setting: Form triggers task creation using /tasks endpoint
3.17. Trello
• Feature: API
• Setting: Create card under “New Leads” list upon new submission
3.18. SendGrid
• Feature: Email API
• Setting: Auto-send alert to sales team using /mail/send endpoint
3.19. Twilio
• Feature: SMS API
• Setting: Send notification to agent via programmable SMS
3.20. Google Calendar
• Feature: API
• Setting: Auto-schedule callback event using /calendars/events/insert
Benefits
4.2. Eliminates manual entry errors in service leads.
4.3. Enables instant multi-channel alerts for sales/service teams.
4.4. Centralizes all appliance repair requests for easy tracking.
4.5. Supports scalable lead qualification and fast follow-ups.