Integration with CRM for centralized lead management

Purpose

1.1 Enable automatic centralization of new leads from multiple channels (web forms, phone, email, SMS) into a chosen CRM.
1.2 Automatically enrich, deduplicate, tag, and assign incoming appliance service leads to the correct team or technician.
1.3 Maintain unified lead status, automate follow-ups, and update lead activity logs in real time.

Trigger Conditions

2.1 New lead entry submitted via website, landing page, or mobile app.
2.2 Inbound call or SMS received on dedicated line.
2.3 Email inquiry submission detected.
2.4 Manual lead upload by staff or partners.
2.5 Lead form submissions from third-party listing/booking sites.

Platform Variants

3.1 Salesforce
• API: REST API (Lead Object) to create and update leads.
• Sample Config: POST /services/data/vXX.0/sobjects/Lead

3.2 HubSpot
• API: CRM Contacts & Deals APIs for new contact creation and deal association.
• Sample Config: POST /crm/v3/objects/contacts

3.3 Zoho CRM
• API: v2.1 Leads API to insert leads, assign owners, and update status.
• Sample Config: POST /crm/v2/Leads

3.4 Microsoft Dynamics 365
• API: Dynamics Web API (Leads entity).
• Sample Config: POST /api/data/v9.0/leads

3.5 Pipedrive
• API: Deals API for lead entry and pipeline management.
• Sample Config: POST /deals

3.6 Freshsales
• API: Leads API for adding incoming leads.
• Sample Config: POST /api/leads

3.7 Copper CRM
• API: Create person & opportunity endpoints.
• Sample Config: POST /v1/people

3.8 Bitrix24
• API: CRM Lead methods for insertion and updates.
• Sample Config: crm.lead.add

3.9 Insightly
• API: Contact and Lead webhooks/APIs.
• Sample Config: POST /v3.1/Leads

3.10 Keap (Infusionsoft)
• API: REST Lead creation.
• Sample Config: POST /v1/contacts

3.11 Monday.com
• API: Boards and items API to create and update lead items on boards.
• Sample Config: POST /v2 (GraphQL)

3.12 ActiveCampaign
• API: Contacts & Deals API for lead capture
• Sample Config: POST /api/3/contacts

3.13 Close
• API: Lead endpoint for entry and activity logging.
• Sample Config: POST /api/v1/lead/

3.14 SugarCRM
• API: REST v11 Leads endpoint.
• Sample Config: POST /rest/v11_1/Leads

3.15 Apptivo
• API: Leads API for insert/update.
• Sample Config: POST /crm/api/v1/Leads

3.16 Pipeline CRM
• API: Deals and Contacts endpoints.
• Sample Config: POST /api/v3/deals

3.17 Nutshell CRM
• API: REST API leads endpoint.
• Sample Config: POST /api/v1/leads

3.18 Google Contacts
• API: People API for new lead contacts.
• Sample Config: POST /v1/people:createContact

3.19 Airtable
• API: REST API Bases endpoint to add records to Leads table.
• Sample Config: POST /v0/{baseId}/{tableName}

3.20 Notion
• API: Pages endpoint to create/update lead records in database.
• Sample Config: POST /v1/pages

3.21 Trello
• API: Card creation on specific lead management boards.
• Sample Config: POST /1/cards

3.22 Google Sheets
• API: Sheets API to append new lead rows.
• Sample Config: spreadsheets.values.append

3.23 Mailchimp
• API: Audience Lists endpoint for new lead sign-ups
• Sample Config: POST /lists/{list_id}/members

Benefits

4.1 Reduces missed leads through instant, automatic aggregation.
4.2 Eliminates manual entry errors and delays.
4.3 Enables fast, rules-based assignment and follow-up for appliance repairs.
4.4 Supports multichannel lead capture for growth.
4.5 Provides a single source of truth for all lead activity and status.
4.6 Enhances tracking, reporting, and accountability.
4.7 Accelerates response time and improves customer satisfaction.