Purpose
1. Automate quote or estimate requests by capturing lead inquiries from website forms or emails for HVAC contractor businesses.
2. Automate data extraction from various sources for speedy, error-free intake into lead pipelines.
3. Automatedly route requests to assigned sales staff, ensuring every opportunity is tracked and managed efficiently.
4. Streamline the process by integrating with CRMs and communication tools for follow-up automation, eliminating manual steps and reducing delays.
Trigger Conditions
1. Web form submissions from the HVAC contractor’s website requesting quotes or estimates.
2. Inbound emails containing quote or estimate request keywords ("quote," "estimate," "HVAC service") or matching a specified template.
3. Webhook triggers from third-party quoting platforms.
4. CRM record creation for new lead or inquiry with specified field contents.
Platform Variants
1. Gravity Forms (WordPress)
• Feature/Setting: Use the "Form Submission" webhook with form data to automate trigger on website submit.
2. Wufoo
• Feature/Setting: Enable webhook notifications, configuring endpoint for automating lead creation on form submit.
3. Typeform
• Feature/Setting: "Configure webhook" to send every submission to the automator workflow.
4. Jotform
• Feature/Setting: Set up "Notification Email" or "Webhook" feature to automate request capture.
5. Google Forms
• Feature/Setting: "On Submit" App Script to automate data parsing and lead pipeline entry.
6. Microsoft Forms
• Feature/Setting: "Form submission" trigger using Power Automate to automate downstream actions.
7. HubSpot Forms
• Feature/Setting: Enable "Form Submitted" webhook trigger for pipeline automation.
8. Salesforce Web-to-Lead
• Feature/Setting: Automate lead creation via web form integration with Salesforce API.
9. Zoho CRM
• Feature/Setting: HTTP webhook or "Create Lead" API endpoint automates intake from web or email.
10. Pipedrive
• Feature/Setting: Use "Leadbooster Chatbot" and "Web Forms" with API-triggered automation.
11. Zapier Email Parser
• Feature/Setting: Forward requests to parser inbox, automating extraction and integration with CRMs.
12. Mailparser
• Feature/Setting: Parse inbound emails and webforms, triggering automation via webhook.
13. Gmail
• Feature/Setting: Use "New Email Matching Search" trigger in automation flows for request keyword routing.
14. Microsoft Outlook
• Feature/Setting: "When New Email Arrives" trigger automates rule-based request extraction.
15. SendGrid Inbound Parse
• Feature/Setting: Set up Inbound Parse webhook to automate quote extraction from submitted emails.
16. Twilio SendGrid API
• Feature/Setting: Use API to route request notifications to mobile or SMS, automating field notifications.
17. Slack
• Feature/Setting: "Incoming Webhook" or "App Mention" automates alerting sales team of new requests.
18. Trello
• Feature/Setting: Automated card creation on a board via API for every new quote request.
19. monday.com
• Feature/Setting: "Automations" and "Email to Board" features automate item creation per submission.
20. Airtable
• Feature/Setting: Automate record creation via "Forms API" or "Incoming Webhook" on each inquiry.
21. ClickUp
• Feature/Setting: "Email to Task" and API automates task creation for each new lead request.
Benefits
1. Automates and accelerates lead response times, boosting conversion rates.
2. Automating removes human error, guarantees every opportunity enters the sales funnel.
3. Builds a consistent, automated workflow for handling inbound quote requests, improving team productivity.
4. Automatedly sends real-time alerts and notifications, ensuring no request is overlooked.
5. Empowers analytics by automating and standardizing data capture and storage.
6. Enables scalable business processes, reducing administration and freeing staff for more revenue-focused tasks.
Lead Management & Sales Automation