Lead Management & Sales AutomationPurpose
1.2. Eliminate manual data handling, reduce risk of lost leads, rapidly trigger sales/marketing sequences, and ensure immediate, structured distribution of leads to appropriate sales reps or partners.
Trigger Conditions
2.2. Incoming leads sent as API hooks/webhooks from partner portals or listing services
2.3. Email notifications received from lead aggregators
2.4. Scheduled syncs or polling from SaaS lead databases
2.5. CSV/XLS file uploads to shared drives or email attachments containing bulk leads
Platform Variants
3.1. Salesforce
• Feature/Setting: REST API—configure “Create Record” for Lead object using incoming webhook data JSON mapping.
3.2. HubSpot
• Feature/Setting: Forms API—connect with “Form Submission” endpoint, map 3rd-party fields, trigger workflow automation.
3.3. Zoho CRM
• Feature/Setting: Leads API—use “Insert Records” with authentication, auto-assign using criteria rules.
3.4. Pipedrive
• Feature/Setting: “Deals and People” endpoints—automate insertion from external POST data, trigger follow-up sequences.
3.5. Microsoft Dynamics 365
• Feature/Setting: Common Data Service Web API—configure “Create Lead” and apply business rules for assignment.
3.6. Mailchimp
• Feature/Setting: Add Member to Audience—use “lists/add-member” endpoint to inject details for follow-up campaigns.
3.7. Google Sheets
• Feature/Setting: Sheets API “Append Row”—auto-log incoming leads in structured columns for visibility or triggers.
3.8. Airtable
• Feature/Setting: “Create Record” API—map lead fields to base columns, trigger status updates or email tasks.
3.9. Slack
• Feature/Setting: Incoming Webhook—send formatted lead alert message to sales/support channel for instant awareness.
3.10. Intercom
• Feature/Setting: Contacts API—auto-create new lead as contact, assign to correct pipeline/segment by source.
3.11. ActiveCampaign
• Feature/Setting: “Contact Sync API”—insert/update leads, trigger automations and drip sequences.
3.12. Zendesk Sell
• Feature/Setting: Create Lead—REST endpoint, assign tags based on origin platform for analytics.
3.13. Marketo
• Feature/Setting: Leads API—push new leads, sync to campaign triggers based on source attribute.
3.14. Facebook Lead Ads
• Feature/Setting: Webhook Subscription—auto-pull new leads, match field mapping to CRM ingest.
3.15. LinkedIn Lead Gen Forms
• Feature/Setting: “Retrieve Form Responses” API—schedule pulls, insert to CRM or marketing lists.
3.16. Google Ads Lead Forms
• Feature/Setting: API—fetch lead data in near real-time, parse fields and upload to lead management system.
3.17. Typeform
• Feature/Setting: Webhooks—send responses as JSON to CRM endpoint, trigger notification bots.
3.18. JotForm
• Feature/Setting: Webhook Integration—pipe submissions to middleware for mapping and ingestion.
3.19. Unbounce
• Feature/Setting: Webhook Forwarding—real-time push of lead data for instant CRM entry.
3.20. Gravity Forms (WordPress)
• Feature/Setting: Webhooks Add-on—POST filled forms to endpoint, automate follow-up task creation.
3.21. Zapier (as integrator for niche sources)
• Feature/Setting: “Catch Hook”/“Webhooks by Zapier”—unify less-common platforms and reliably push to primary CRM.
3.22. Monday.com
• Feature/Setting: “Item Creation” API—auto-generate new deal/lead cards for tracking and status flow.
Benefits
4.2. Consistent lead qualification, scoring, tagging, and assignment maximize sales team efficiency.
4.3. Full audit trail and analytics across sources inform acquisition ROI and marketing spend.
4.4. Automated deduplication reduces noise and focuses sales efforts on new inquiries.
4.5. Automated follow-up sequences ensure no lead is neglected; measurable conversion improvements.