Purpose
1.2. Seamlessly integrate leads into CRM, nurture campaigns, and trigger tasks, ensuring all marketing and member engagement efforts are tracked and actionable without manual intervention.
Trigger Conditions
2.2. Receipt of a new entry via embedded form plugins or custom HTML forms.
Platform Variants
• API/Feature: Forms API; configure webhook to post form submissions directly to Contacts.
3.2. Mailchimp
• API/Feature: Lists/Automations; configure API endpoint to add subscribers to targeted lists.
3.3. Salesforce
• API/Feature: Web-to-Lead; map form fields in web-to-lead setup, trigger lead creation.
3.4. Zoho CRM
• API/Feature: Forms/Leads API; push captured data via REST API to lead records.
3.5. ActiveCampaign
• API/Feature: Contacts API; configure webhook to auto-create/update contact on submission.
3.6. Google Sheets
• API/Feature: Sheets API/Apps Script; append submission rows on form event.
3.7. Airtable
• API/Feature: Records API; insert new row with form values into leads table.
3.8. Slack
• API/Feature: Incoming Webhooks; post alerts to specific channels when a form is triggered.
3.9. Trello
• API/Feature: Cards API; create a new card on board/lists for new lead entries.
3.10. Asana
• API/Feature: Tasks; use API to create tasks for follow-ups on each new lead.
3.11. Microsoft Teams
• API/Feature: Webhooks; send announcement of captured leads to a designated Team/channel.
3.12. Notion
• API/Feature: Database API; automatically add a new page or row in member interest databases.
3.13. Pipedrive
• API/Feature: Deals/Leads API; create and assign new leads automatically.
3.14. SendGrid
• API/Feature: Marketing Campaigns API; add captured leads to nurture email automations.
3.15. Intercom
• API/Feature: Contacts API; entry creates/updates user profiles in the messaging platform.
3.16. Monday.com
• API/Feature: Items API; submit data as new item in CRM/lead board upon form submission.
3.17. Twilio
• API/Feature: SMS API; trigger an SMS confirmation or notification to the lead or staff.
3.18. Constant Contact
• API/Feature: Contacts API; add new emails to club marketing list.
3.19. Outlook (Microsoft 365)
• API/Feature: Mail/Calendar API; auto-send a follow-up email or schedule a callback.
3.20. ClickSend
• API/Feature: Email to SMS; send alerts to relevant personnel about the new lead.
3.21. Freshsales
• API/Feature: Leads API; push new records directly into leads pipeline.
3.22. Google Contacts
• API/Feature: Contacts API; add lead info to shared address books for easy follow-up.
3.23. ConvertKit
• API/Feature: Subscribers API; enroll contacts into aviation club’s email sequences.
Benefits
4.2. Real-time lead routing accelerates response and follow-up.
4.3. Automated multichannel notifications and CRM updates increase conversion potential.
4.4. Easy segmentation for targeted marketing and member nurturing.
4.5. Centralizes lead management with full tracking and reporting for leadership.