CRM entry and enrichment

Purpose

1. Automate new lead entries into CRM platforms, automatically capturing lead data from web forms, emails, ads, and more for General Contractor businesses.

2. Automate enrichment by pulling in external data (company, revenue, contacts) to enhance lead profiles, reducing manual input and enabling hyper-targeting.

3. Enable automated synchronisation between multiple tools and CRMs, ensuring complete lead data for downstream automations like scoring, assignment, and personalized nurture campaigns.

4. Automating deduplication, classification, and segmentation to support streamlined sales pipelines, auto-notifications, and accurate reporting.

5. Ensure leads are automatically routed, tracked, and actionable for follow-ups, driving efficiency for Contractor lead management and sales.

Trigger Conditions

1. When a lead submits a web form (e.g., website, landing page).

2. When a new email inquiry arrives in a monitored mailbox.

3. On new ad platform lead events (e.g., Facebook Lead Ads, Google Ads).

4. Incoming calls or SMS to business phone numbers auto-capture leads.

5. Leads harvested from third-party directories or scraper APIs.

Platform Variants

1. Salesforce CRM

• API: REST API – automate “Create Lead”, “Update Lead”, and “Get Lead” endpoints to enter and enrich lead profiles.

2. HubSpot

• API: “crm/v3/objects/contacts” – automate contact creation and enrichment with company intelligence endpoints.

3. Zoho CRM

• API: “Leads” module via REST API – automate inserting new lead, searching, and enrich fields with third-party data sources.

4. Microsoft Dynamics 365

• Feature: “Leads” entity via Web API – automate new entry + update using PATCH and POST requests.

5. Pipedrive

• API: “POST /persons” and “POST /deals” – automate lead entry and enrichment with third-party company data.

6. Insightly

• Endpoint: “Create Contact”, “Update Contact” via REST API – automate data push with lead source and enrichment fields.

7. Freshsales

• API: “Leads” endpoint – automate creation, auto-merge, and enrich with contact intelligence.

8. Monday.com

• Feature: Boards API – automate lead item creation in CRM boards, enrich using integrations and custom columns.

9. Copper CRM

• API: “People: create” and “Companies: update” – automate entry from web and enrich via mapping fields.

10. Close.io

• Endpoint: “Lead creation” via REST API – automate adding lead, plus enrichment via third-party info fetch.

11. Bitrix24

• Feature: “crm.lead.add” – automate entry and field enrichment by mapping web and email data sources.

12. Keap (Infusionsoft)

• Feature: Contact creation endpoint – automate lead addition and enrichment via custom fields.

13. SugarCRM

• API: “/Leads” – automate inserting and bulk-enriching leads with B2B data sources.

14. Less Annoying CRM

• API: “Add Contact” endpoint – automate web form capture and enrich via external service calls.

15. ActiveCampaign

• Feature: “Contacts”, “Deals” API – automate capturing from lists, websites, and enrich/segment contacts.

16. Airtable

• API: “Create record” – automate adding leads to base, enrich using external enrichment APIs and automate workflows.

17. Google Sheets (as CRM)

• API: Google Sheets API – automate row insertion and enrichment columns, map real-time enrichment APIs.

18. LinkedIn Lead Gen Forms

• Feature: Automated lead capture, then push to CRM using webhook/API for automated enrichment cycle.

19. Facebook Lead Ads

• API: Webhook integration – automate entry into CRM, trigger enrichment sequence via company/people lookup APIs.

20. Intercom

• API: “Leads” endpoint – automate creation with enriched attributes from web and third-party triggers.

Benefits

1. Automate reduction of manual lead entry, saving contractor teams time and money.

2. Data is automatically enriched for each lead, supporting hyper-targeted construction sales engagement.

3. Automating deduplication and segmentation removes redundant work, heightens close rates.

4. Ensures automated, always-current CRM data for accurate pipeline reporting.

5. Synchronizes leads across systems and automates follow-ups, ensuring no opportunity is lost.

6. Enables automated alerts for sales teams, automating the assignment of leads to right salesperson.

7. Automates compliance and record-keeping with detailed audit trails for each lead.

8. Delivers scalable automation for lead management, supporting both small and large contracting teams.