Purpose
1.2. Automatically collect customer contact info, service requirements, and project data to reduce manual entry and response time.
1.3. Seamless integration into lead management workflow for efficient qualification, routing, and follow-up.
1.4. Ensure no inquiry is missed, increase sales conversion rates, and enhance initial customer experience.
Trigger Conditions
2.2. Incoming email to designated sales or info address containing service inquiries.
2.3. New chat initiated on web live chat solution.
2.4. Contact form or RFQ submission via social or partner platforms.
Platform Variants
• Feature/Setting: Forms API, connect with /forms/v2/submit endpoint to collect leads from web forms.
3.2. Salesforce
• Feature/Setting: Web-to-Lead, configure lead assignment rules and map form fields via REST API.
3.3. Zoho CRM
• Feature/Setting: Webforms API; configure post URL to add leads directly on submission.
3.4. Typeform
• Feature/Setting: Webhooks; set up outgoing webhook to send completed form data.
3.5. Google Forms
• Feature/Setting: Google Apps Script; trigger on form submit, push data to CRM via HTTP request.
3.6. JotForm
• Feature/Setting: Webhooks integration; set target endpoint to forward captured form data.
3.7. Gravity Forms (WordPress)
• Feature/Setting: REST API or Zapier Add-On; trigger post on entry.
3.8. Microsoft Forms
• Feature/Setting: Power Automate; set up flow on new response entry.
3.9. Pipedrive
• Feature/Setting: LeadBooster Web Forms or API; configure webhook to collect leads.
3.10. Mailchimp
• Feature/Setting: API endpoint; trigger on new signup to lead list.
3.11. Intercom
• Feature/Setting: Conversation Created webhook; send chat lead info to CRM.
3.12. Freshdesk
• Feature/Setting: Ticket API or webhooks; trigger new ticket created with preset form.
3.13. Zendesk
• Feature/Setting: Triggers + API; on new ticket, extract requester info.
3.14. SendGrid
• Feature/Setting: Inbound Parse Webhook; extract email body, parse for lead info.
3.15. Gmail
• Feature/Setting: Google Apps Script; trigger on new message in mailbox.
3.16. Outlook/Office 365
• Feature/Setting: Microsoft Graph API; on new mail message, extract lead data.
3.17. Slack
• Feature/Setting: Slash Command + Incoming Webhook; route lead data to CRM.
3.18. Twilio SMS
• Feature/Setting: Webhook on inbound message; parse body, forward as lead entry.
3.19. Monday.com
• Feature/Setting: API + Forms; send form entries as new items to board.
3.20. Facebook Lead Ads
• Feature/Setting: Webhook subscription to Leadgen API; fetch and forward new lead data.
3.21. LinkedIn Lead Gen Forms
• Feature/Setting: Webhook + Lead Retrieval API; use to capture and inject leads into CRM.
3.22. Tidio Live Chat
• Feature/Setting: Zapier or webhook trigger on new chat with contact properties.
3.23. Contact Form 7 (WordPress)
• Feature/Setting: Flamingo + POST integration; store and transmit form submissions.
Benefits
4.2. Reduces human error from manual entry and ensures lead database accuracy.
4.3. Centralizes leads from diverse channels for unified pipeline management.
4.4. Frees sales and support teams to focus on higher-value tasks.
4.5. Enables analytics and improvement of customer acquisition strategies.