Automated lead capture and assignment from website inquiries

Purpose

1.1. Automate the end-to-end process of capturing sales leads submitted through the corporate aircraft manufacturer’s website inquiry forms, then route each lead instantly to relevant internal teams or sales representatives based on predefined criteria such as aircraft type, geographic location, and prospect priority.
1.2. Ensure no inquiry is missed, response time is minimized, and all leads are immediately logged into CRM or workflow systems for follow-up and reporting.
1.3. Reduce manual error, boost efficiency, and maintain comprehensive audit trails of all incoming inquiries to support compliance, sales analytics, and customer relationship management.

Trigger Conditions

2.1. New submission on company website’s contact/sales/inquiry forms.
2.2. Entry of prospect data in chatbot or virtual sales assistant on landing pages.
2.3. Inbound email or direct message referencing lead interest via tracked public email addresses.
2.4. API call from partner portals or embedded forms on affiliate/partner platforms.
2.5. CRM webhook indicating new unassigned inquiry record.

Platform Variants

3.1. Salesforce
• Feature: Web-to-Lead/REST API
• Setting: Configure form submission to create Lead record, set assignment rules for auto-routing.

3.2. HubSpot
• Feature: Forms API/Workflows
• Setting: Use Forms API to capture, set workflow to allocate owner by criteria.

3.3. Microsoft Dynamics 365
• Feature: Power Automate/Lead Management
• Setting: Automate lead creation via Power Automate trigger, route using assignment bus.

3.4. Zoho CRM
• Feature: Webforms/Assignment Rules
• Setting: Map form fields to Lead entity, enable round-robin or criteria-based assignment.

3.5. Pipedrive
• Feature: Web Forms API/Workflow Automation
• Setting: Submit inquiries to API endpoint, use workflow for conditional owner assignment.

3.6. Marketo
• Feature: Forms/Smart Campaigns
• Setting: Capture form leads, smart list triggers assignment campaigns.

3.7. Intercom
• Feature: Custom Bots/Inbox Routing
• Setting: Capture user details via custom bot, auto-route conversation to team verticals.

3.8. Monday.com
• Feature: Form View/Automations
• Setting: Form submissions create new items, automation assigns items to team members.

3.9. Airtable
• Feature: Forms/API/Zapier Integrations
• Setting: Submit form to base, use automation or Zapier to assign owners.

3.10. Google Forms with Google Apps Script
• Feature: On Submit Trigger
• Setting: Create script to detect submit, route data via API/Webhook/Email.

3.11. Typeform
• Feature: Webhooks/API
• Setting: Configure webhook for form submit, post to assignment service.

3.12. Gravity Forms (WordPress)
• Feature: Zapier/Add-On Integrations
• Setting: Activate Zapier add-on to transmit data to CRM, auto assign by workflow.

3.13. Freshsales
• Feature: Webforms/Assignment Rules
• Setting: Lead captured by webform, assignment workflow determines owner.

3.14. Copper CRM (formerly ProsperWorks)
• Feature: API/Form Integrations
• Setting: API call to create lead, trigger workflow for distribution.

3.15. Mailchimp
• Feature: Signup Forms/Automation
• Setting: Use signup form, configure automation to notify or assign sales team.

3.16. Slack
• Feature: Incoming Webhooks/Workflows
• Setting: Send inquiry to sales channel, workflow assigns team member for follow-up.

3.17. Zendesk Sell
• Feature: Lead Capture/Distribution Rules
• Setting: Use lead capture form/API, assign via routing/round robin.

3.18. Bitrix24
• Feature: CRM Webform/Automation Rules
• Setting: Webform inquiry triggers assignment based on rules engine.

3.19. Jotform
• Feature: Webhook Integration
• Setting: Configure webhook to post submission to CRM/task system for assignment.

3.20. Asana
• Feature: Forms/Automations
• Setting: Form entry creates task in project, automation assigns to appropriate assignee.

3.21. ServiceNow
• Feature: REST API/Assignment Rules
• Setting: Accept API POST from form, trigger assignment workflow to route lead.

Benefits

4.1. Inquiries instantly captured, eliminating lead loss from manual entry.
4.2. Fast assignment reduces response delay, improving customer satisfaction.
4.3. Dynamic routing ensures leads reach correct expert (by aircraft type, geography, etc.).
4.4. Full audit trail and analytics support sales performance tracking.
4.5. Reduced operational burden allows sales teams to prioritize high-value activity.
4.6. Seamless scalability for increased web traffic or multiple brand portals.