New leads and sales pipeline reports

Purpose

1.1. Automatically aggregate new lead data and sales activities from all commercial touchpoints within the appliance rental lifecycle.
1.2. Deliver real-time, actionable sales pipeline analytics to relevant stakeholders for improved forecasting, performance optimization, and data-driven decision-making.
1.3. Eliminate manual data compilation, standardize reporting across locations or franchises, and ensure transparent pipeline visibility from new inquiry to completed rental.

Trigger Conditions

2.1. Creation of a new lead in CRM, web form, or marketing platform.
2.2. Update or move of opportunity/deal in a CRM sales pipeline stage.
2.3. Scheduled reporting intervals (e.g., daily, weekly).
2.4. Manual request by sales manager or executive for updated report.

Platform Variants

3.1. Salesforce
- API: “GET /services/data/vXX.X/sobjects/Lead” for lead retrieval; “GET /services/data/vXX.X/sobjects/Opportunity” for pipeline data.
3.2. HubSpot
- API: “GET /crm/v3/objects/leads”; “GET /crm/v3/objects/deals” for opportunity stages.
3.3. Zoho CRM
- API: “GET /crm/v2/Leads”; “GET /crm/v2/Deals” for pipeline progress.
3.4. Microsoft Dynamics 365
- Endpoint: “GET /api/data/v9.0/leads”; “GET /api/data/v9.0/opportunities”.
3.5. Pipedrive
- API: “GET /v1/leads”; “GET /v1/deals” for stage tracking.
3.6. Copper
- Endpoint: “GET /leads”; “GET /opportunities”.
3.7. Freshsales
- API: “GET /api/leads”; “GET /api/deals”.
3.8. Monday.com
- Feature: Boards with “lead” and “deal” item types; API: “query { items(board_ids:) }”.
3.9. Google Sheets
- API: Sheets API “spreadsheets.values.get” for pulling lead rows; auto-sync for reporting.
3.10. Airtable
- API: “GET /v0/{base}/Leads”, “GET /v0/{base}/Deals” for structured reporting.
3.11. Marketo
- API: “GET /rest/v1/lead.json” for lead ingest.
3.12. Intercom
- API: “GET /leads”; Event Streams for new inquiries.
3.13. Mailchimp
- Feature: Connected forms/lists; API: “GET /lists/{list_id}/members”.
3.14. Shopify
- API: “GET /admin/api/2023-01/customers.json” for web-initiated leads.
3.15. Stripe
- API: “GET /v1/customers” to fetch new rental sign-ups tied to pipeline, analytics on payment intent status.
3.16. QuickBooks Online
- API: “GET /v3/company/{companyId}/customer” for financial lead verification.
3.17. Notion
- API: “GET /v1/databases/{database_id}/query” for workspace lead tracking.
3.18. Asana
- API: “GET /projects/{project_gid}/tasks” for lead tasks and conversion.
3.19. Slack
- Feature: “Incoming Webhooks” or API “conversations.history” to extract form submissions or notifications.
3.20. Google Analytics
- API: “GET /v4/reports:batchGet” to source website conversion events mapping to “lead” status.
3.21. Power BI
- Feature: Scheduled import connector to CRM APIs, configured dashboards for pipeline summary.
3.22. Tableau
- Feature: Web Data Connector or direct API pull to visualize pipeline data.

Benefits

4.1. Real-time snapshots of sales performance and bottlenecks across all sales channels.
4.2. Continuous data accuracy as duplicate handling and aggregation rules auto-apply.
4.3. Rapid identification of high-performing sources and underperforming segments.
4.4. Consistent, scheduled delivery of actionable insights to sales and executive teams.
4.5. Improved forecasting accuracy and resource allocation efficiency.
4.6. Greater transparency in sales process for compliance and operational audit.
4.7. Easy adaptability to new platforms or changes in sales process, built on modular integrations.