Purpose
1.2. Ensure all online ad leads are instantly funnelled into sales cycles without manual entry.
1.3. Enable real-time lead assignment, status tracking, and personalized follow-up communications.
1.4. Eliminate missed sales opportunities due to data entry delays or errors.
1.5. Centralize marketing and sales analytics for enhanced campaign ROI tracking and forecasting.
Trigger Conditions
2.2. Successful validation of mandatory contact data fields.
2.3. Receipt of webhook data from ad platforms.
2.4. Optional: specified campaign IDs, ad set filters, or time-windows to trigger only qualified leads.
Platform variants
3.1 Facebook Ads
• Feature/Setting: ‘Webhooks’ for real-time notifications; configure at Facebook Developer Portal.
• Steps: Setup Facebook app, subscribe CRM endpoint to Facebook Leadgen webhook, map lead fields.
3.2 Google Ads
• Feature/Setting: ‘Google Lead Form Extensions’ API; push leads to endpoint via Google Ads Scripts.
• Steps: Register API access, set up server to receive POST payload, field mapping in API dashboard.
3.3 Salesforce
• Feature/Setting: ‘REST API – Create Lead’ endpoint; needs API Key and Lead object mapping.
• Steps: Configure Salesforce Connected App, save credentials, POST to /services/data/vXX.0/sobjects/Lead.
3.4 HubSpot
• Feature/Setting: ‘Contacts API – Create or Update Contact’; use Private App token.
• Steps: Enable API, configure endpoint, map data fields to property names.
3.5 Zoho CRM
• Feature/Setting: ‘Leads API – Insert Records’; use OAuth2 credentials for access token.
• Steps: Get API key, set redirect URI, POST to /crm/v2/Leads with mapped fields.
3.6 Pipedrive
• Feature/Setting: ‘Add a New Person’ endpoint; require API token and field mapping.
• Steps: Access API panel, map lead ad fields to Person / Deal.
3.7 ActiveCampaign
• Feature/Setting: ‘Contact Sync’ via API; map properties and trigger workflows.
• Steps: Create API URL, insert credentials, send POST with form data.
3.8 Mailchimp
• Feature/Setting: ‘Lists API – Add List Member’; convert lead to subscriber.
• Steps: Use API doc, configure authentication header, POST with email/contact info.
3.9 Keap/Infusionsoft
• Feature/Setting: ‘REST API – Create Contact’; custom fields and tagging.
• Steps: Register app, authorize OAuth, POST to /contacts endpoint.
3.10 Microsoft Dynamics 365
• Feature/Setting: ‘Create a Lead’ via Web API; token-based authentication.
• Steps: Use Application ID, configure permissions, POST JSON to /leads.
3.11 Freshsales
• Feature/Setting: ‘Leads – Create Lead’ API; personal API Key.
• Steps: API dashboard setup, map JSON data, push via HTTP POST.
3.12 Copper CRM
• Feature/Setting: ‘Create Person’ endpoint; use API key in header.
• Steps: Configure API key, map lead fields, send POST to /people.
3.13 Insightly
• Feature/Setting: ‘Create Lead’ endpoint; API key authentication.
• Steps: API access via profile, configure mapped POST to /Leads.
3.14 Close
• Feature/Setting: ‘Create Lead’ API; API Key management.
• Steps: Enable API, prepare JSON lead payload, call /lead endpoint.
3.15 Monday.com
• Feature/Setting: ‘Create Item’ on board with leads group; GraphQL API.
• Steps: Generate API token, define item columns, execute mutation for new lead.
3.16 Airtable
• Feature/Setting: ‘Create Record’ with Airtable API; table/column mapping.
• Steps: Personal access token, map CRM table, POST lead fields to specific base.
3.17 Intercom
• Feature/Setting: ‘Create/Update Contact’ REST API; bearer token required.
• Steps: Register app, configure webhook handler, POST to /contacts.
3.18 HighLevel
• Feature/Setting: ‘Contacts API – Create/Update Contact’; API key mapping.
• Steps: API key setup, configure endpoint, send lead JSON.
3.19 Bitrix24
• Feature/Setting: ‘CRM Lead Add’ REST API; webhook URL.
• Steps: Webhook configuration in CRM, map POST fields, trigger on webhook receipt.
3.20 Less Annoying CRM
• Feature/Setting: ‘API – Create Contact’; simple POST with API token.
• Steps: Generate API credentials, match form fields, push new contacts.
3.21 SugarCRM
• Feature/Setting: ‘POST /Leads’ REST API; uses OAuth or session token.
• Steps: Login API flow, field mapping, submit new lead data.
Benefits
4.2. Reduces risk of human error and lost leads.
4.3. Enables instant workflow triggers for automated follow-ups.
4.4. Centralizes marketing ROI reporting across channels.
4.5. Scales lead capture to handle ad volume spikes without added staff overhead.
4.6. Enhances data quality for segmentation and personalized outreach.
4.7. Enables multi-system synchronization for broader sales automation initiatives.