Purpose
1.2. Reduce manual intervention, ensure all inquiries are tracked, improve conversion rates, and enable immediate response to new customer interest.
1.3. Unify lead data for campaign analysis, targeted nurturing, and performance reporting under a single workflow.
Trigger Conditions
2.2. Form conditions met (e.g., intended service: aerial dance class selected, valid email/phone provided).
2.3. Time-based trigger for periodic sync between form system and CRM.
Platform Variants
- Function: “On Form Submit” trigger; use Google Forms API to watch for new submissions; webhook forwarding.
3.2. Typeform
- Function: “New Response” webhook; configure response webhook to send form data to destination.
3.3. JotForm
- Function: “New Submission” webhook/REST API; auto-notify upon lead form completion.
3.4. Wufoo
- Function: “Webhooks (New Entry)”; send JSON data of each new entry to a URL.
3.5. Gravity Forms
- Feature: “Webhooks Add-On”; set POST URL for entry push on submission.
3.6. HubSpot Forms
- API: “Forms API inbound submission”; configure which form triggers lead creation.
3.7. Zoho Forms
- Feature: “Webhook integration”; auto-send response details to CRM endpoint.
3.8. Mailchimp Forms
- API: “Add Subscriber to Audience”; trigger when new sign-up occurs.
3.9. SurveyMonkey
- Function: “Webhooks”; notify configured URL after new form response.
3.10. Cognito Forms
- API: “Form Submission Webhook”; POST all form data on new entry.
3.11. Salesforce CRM
- API: “Create Lead”; endpoint `/services/data/vXX.0/sobjects/Lead/`.
3.12. HubSpot CRM
- Endpoint: “Create Contact” via `/crm/v3/objects/contacts`.
3.13. Zoho CRM
- API: “Leads module create record” endpoint `/crm/v2/Leads`.
3.14. Pipedrive
- Function: “Add Person” API `/persons`; incoming webhooks for lead routing.
3.15. ActiveCampaign
- API: “Contacts sync endpoint” `/api/3/contact/sync`.
3.16. Microsoft Dynamics 365
- API: “Create Contact” `/api/data/v9.0/contacts`.
3.17. Monday.com
- API: “Create Item” to capture lead in board; column mapping for form fields.
3.18. Airtable
- API: “Create Record” in leads table; configure field mapping per form.
3.19. Freshsales
- API: “Create Lead” `/api/leads`; authentication via API key.
3.20. Copper CRM
- API: “Create Person” endpoint `/v1/people/`.
Benefits
4.2. Scalable as business grows—handles unlimited inquiries, supports multi-channel campaigns.
4.3. Enables richer customer profiles by mapping all form fields directly to CRM entities.
4.4. Powers automated follow-up sequences, reminders, and nurtures via CRM native workflows.
4.5. Real-time marketing insights—track campaign/source effectiveness instantly.