Marketing, Communication, and Retention AutomationsPurpose
1.2. Eliminate manual data entry, reduce response times, and ensure no lead is missed.
1.3. Support multi-form submissions, e.g., contact, booking, or newsletter forms.
1.4. Enable segmentation for targeted marketing, follow-up, and accurate patient record-keeping for acupuncture services.
1.5. Facilitate regulatory compliance by logging consent and ensuring data is securely transmitted.
Trigger Conditions
2.2. New entry recorded on embedded third-party survey or booking widget.
2.3. API call made from the website to trigger webhook endpoint.
2.4. Contact detail captured on live chat widget.
Platform Variants
• Feature: webhook integration
• Setting: Use Contact Form 7’s integration/add-on to send POST request to workflow endpoint on form submission
3.2. Wix Forms
• Feature: Automations
• Setting: Configure Wix Automations to trigger webhook upon form completion
3.3. Squarespace Web Forms
• Feature: Zapier integration, webhook, or form extension API
• Setting: Send data to HTTP endpoint with Form Block “POST URL”
3.4. HubSpot Forms
• Feature: HubSpot Workflows API
• Setting: Use HubSpot API to post new leads into the CRM “contacts” endpoint
3.5. JotForm
• Feature: Webhook settings
• Setting: Enter automation workflow endpoint in JotForm’s webhook configuration
3.6. Gravity Forms
• Feature: Webhooks add-on
• Setting: Enable add-on, configure target URL to CRM workflow endpoint
3.7. Typeform
• Feature: Webhooks by Typeform
• Setting: Set automation webhook as recipient for responses
3.8. Salesforce
• Feature: REST API
• Setting: Map form submission fields to “Create Lead” endpoint
3.9. Zoho CRM
• Feature: Leads API
• Setting: Use zoho.crm.leads.createRecords to send form data
3.10. Pipedrive
• Feature: Deals API
• Setting: POST data to /deals endpoint upon form completion
3.11. Freshsales
• Feature: Freshsales API
• Setting: POST to /api/leads endpoint with JSON mapping
3.12. Mailchimp Audience
• Feature: Add subscriber API
• Setting: POST email/contact data to /lists endpoint
3.13. Keap (Infusionsoft)
• Feature: REST API
• Setting: Use /contacts endpoint to create new contact profile
3.14. ActiveCampaign
• Feature: Contacts API
• Setting: POST new contact details to /api/3/contacts
3.15. Google Sheets
• Feature: Sheets API
• Setting: Append form data row to sheet using append API
3.16. Monday.com
• Feature: Create item API
• Setting: GraphQL mutation to add leads in leads board
3.17. Microsoft Dynamics 365
• Feature: Web API
• Setting: POST leads to /api/data/v9.1/leads
3.18. Copper CRM
• Feature: API v2
• Setting: POST to /people endpoint for new lead
3.19. Intercom
• Feature: Leads API
• Setting: POST new user profile to /contacts endpoint
3.20. Zoho Forms
• Feature: Integration settings
• Setting: Set workflow endpoint as destination for new entries
3.21. HubSpot Live Chat
• Feature: Conversation API
• Setting: Capture new chat visitor info and send via POST to CRM
3.22. Unbounce
• Feature: Webhook integration
• Setting: Set “Forward leads” to workflow endpoint
3.23. Calendly
• Feature: Webhook or Zapier integration
• Setting: On new event scheduled, trigger POST with invitee details
3.24. Facebook Lead Ads
• Feature: Webhooks or CRM integrations
• Setting: Forward new lead via official Facebook integration or third-party connector
3.25. Google Forms
• Feature: Apps Script or API
• Setting: On Submit, trigger webhook to CRM via Apps Script HTTP request
Benefits
4.2. Ensures every inquiry is recorded, tagged, and actionable from the moment of submission.
4.3. Streamlines marketing automation, allowing instant segmented follow-up or nurturing sequences.
4.4. Improves patient experience by enabling rapid, context-aware responses.
4.5. Provides audit trail for regulatory compliance and follow-up tracking.
4.6. Scales easily as volume increases with clinic growth or new marketing campaigns.
4.7. Centralizes all marketing touchpoints in the CRM for deep analytics and ongoing retention campaigns.