Marketing & Lead GenerationPurpose
1.2. Instantly qualify, score, and route new marketing leads to relevant sales staff.
1.3. Integrate multiple marketing touchpoints to enable unified lead profiling and improved conversion targeting.
1.4. Decrease manual screening time and optimize sales pipeline with real-time prioritization.
Trigger Conditions
2.2. Lead engagement detected via email/phone/chat/social interaction.
2.3. CRM entry created with new contact or form filled out.
2.4. Inbound call or message via online ad, partner portal, or event registration.
Platform Variants
3.1. Salesforce
• Feature/Setting: Process Builder — configure automated rules based on lead fields and activity.
• API Example: POST /services/data/vXX.0/sobjects/Lead
3.2. HubSpot
• Feature/Setting: Workflow automation and lead scoring tool — apply criteria on lifecycle stage changes.
• API Example: POST /crm/v3/objects/contacts
3.3. Marketo
• Feature/Setting: Smart Campaigns — define triggers and scoring flows.
• API Example: POST /rest/v1/leads.json
3.4. Zoho CRM
• Feature/Setting: Blueprint & Lead Scoring Rules — configure webform trigger + custom scoring.
• API Example: POST /crm/v2/Leads
3.5. Pipedrive
• Feature/Setting: Workflow Automations — set up “deal created” trigger and assign scoring.
• API Example: POST /deals
3.6. ActiveCampaign
• Feature/Setting: Automations — email/form triggers with custom lead scoring.
• API Example: POST /api/3/contacts
3.7. Mailchimp
• Feature/Setting: Customer Journeys — connect signup forms to score leads via tags/fields.
• API Example: POST /lists/{list_id}/members
3.8. SharpSpring
• Feature/Setting: Life of the Lead automation rules — set up scoring per web or campaign activity.
• API Example: POST /leads
3.9. Microsoft Dynamics 365
• Feature/Setting: Automated workflows — trigger on entity create/update; assign scores.
• API Example: POST /api/data/v9.1/leads
3.10. Intercom
• Feature/Setting: Qualification bots — trigger on message; update lead attributes.
• API Example: POST /leads
3.11. Google Sheets
• Feature/Setting: Apps Script — process new form rows, calculate and append scores.
• API Example: Sheets API batchUpdate
3.12. Airtable
• Feature/Setting: Automation — “when record created” triggers scoring formula update.
• API Example: POST /v0/{baseId}/{tableName}
3.13. Freshsales
• Feature/Setting: Auto-assign rules and custom lead scoring models via workflow automations.
• API Example: POST /crm/leads
3.14. Copper
• Feature/Setting: Workflow automation triggered when a new person/opportunity is added.
• API Example: POST /v1/people
3.15. Monday.com
• Feature/Setting: Automation recipes configure to update status/score when new lead arrives.
• API Example: POST /v2 (GraphQL mutation)
3.16. Notion
• Feature/Setting: API integrations update databases by triggers, formulas for scoring fields.
• API Example: PATCH /v1/pages/{page_id}
3.17. Slack
• Feature/Setting: Incoming webhooks/Slash commands post or update lead score notifications.
• API Example: POST /api/chat.postMessage
3.18. Webflow
• Feature/Setting: Form submissions send lead data through API to scoring engine.
• API Example: POST /collections/{collection_id}/items
3.19. Twilio
• Feature/Setting: SMS/Voice triggers score leads based on responses.
• API Example: POST /2010-04-01/Accounts/{AccountSid}/Messages.json
3.20. Typeform
• Feature/Setting: Webhooks pass survey/form data to lead scoring logic on new submissions.
• API Example: POST to webhook endpoint on submission
Benefits
4.2. Accelerates sales response to high-potential leads in aviation rental.
4.3. Centralizes multi-channel data into actionable scores.
4.4. Provides consistent, data-driven prioritization for all leads.
4.5. Enables more effective marketing campaigns by targeting highest-potential prospects.
4.6. Improves resource allocation and ROI in lead management efforts.