Integration of sales inquiries into CRM

Purpose

1. Centralize all incoming sales inquiries from multiple channels into the CRM for streamlined tracking and automated allocation.

2. Minimize manual data entry errors, reduce follow-up delays, and ensure every inquiry is acted upon quickly by sales teams.

3. Enable real-time analytics and reporting on sales pipeline sources and status for better forecasting and decision-making.

4. Automate contact creation, inquiry assignment, and required notifications to relevant salespeople.

Trigger Conditions

1. Receipt of a sales inquiry via website form submission.

2. Email received in dedicated sales mailbox.

3. SMS or WhatsApp message received on specified business numbers.

4. New chat initiated via live chat widget or chatbot on company website.

5. Direct message or form fill on LinkedIn, Facebook, or Instagram business profiles.

Platform Variants

1 Salesforce

• API: REST API POST /sobjects/Lead
  
• Feature: Auto-create new Lead on inbound inquiry. JSON payload: { "FirstName": "John", "LastName": "Doe", ... }
  

2 HubSpot

• Endpoint: CRM API /crm/v3/objects/contacts
  
• Feature: Add contact and custom property mapping, e.g., {"properties": {"firstname": "Jane", ... }}
  

3 Zoho CRM

• API: insertRecords endpoint
  
• Feature: Map inquiry data, configure record assignment rules, sample: {"data": [{"Company": "ACME Air", ... }]}
  

4 Pipedrive

• API: POST /deals, POST /persons
  
• Feature: Auto-create person and deal, link to organization.
  

5 Microsoft Dynamics 365

• API: POST /api/data/v9.0/leads
  
• Feature: Automated lead creation; map inquiry fields to Dynamics objects.
  

6 Bitrix24

• API: crm.lead.add
  
• Feature: Configure webhook to insert new leads with mapped information.
  

7 SugarCRM

• API: /Leads POST endpoint
  
• Feature: Create new record, set assignment via API data payload.
  

8 Freshsales

• API: POST /api/leads
  
• Feature: Auto-add lead, set source, assign to rep.
  

9 Insightly

• API: POST /Leads
  
• Feature: Map field values from inquiry data.
  

10 Nimble

• REST API: POST /contacts
  
• Feature: Add contact, segment based on channel/source.
  

11 Pipefy

• API: Start new PipeCard via Create Card mutation
  
• Feature: Initiate a new card in sales pipe for every new inquiry entry.
  

12 Monday.com

• Workflows: "When item created via form/API → add item to board"
  
• Feature: Trigger new item creation; map each field to CRM columns.
  

13 Odoo

• API: /web/dataset/call_kw/crm.lead/create
  
• Feature: Create CRM Lead; map data via JSON-RPC.
  

14 Apptivo

• API: Contacts & Leads POST endpoints
  
• Feature: Create, update, and assign new leads from inbound channels.
  

15 ActiveCampaign

• API: POST /api/3/contacts
  
• Feature: Add contact, apply automation tag for sales follow-up.
  

16 Keap (Infusionsoft)

• API: POST /contacts
  
• Feature: Auto-create or update contact, trigger sales automation sequence.
  

17 Copper

• API: POST /people, /leads
  
• Feature: Ingest inquiry data, set lead status for follow-up.
  

18 Streak for Gmail

• Feature: “New box from form” action triggers box (deal) creation in pipeline.
  

19 Close CRM

• API: POST /lead
  
• Feature: Insert new lead, map communication channel in custom field.
  

20 HighLevel

• API: POST /contacts
  
• Feature: Add contact; initiate workflow for sales rep notification.
  

21 Zoho Creator

• REST API: Add Record
  
• Feature: Map external inquiry source to CRM app; custom notification.
  

22 SAP C4C

• OData API: /LeadCollection
  
• Feature: Push lead via API, configure field mapping in SAP settings.
  

23 Insightly

• API: /leads POST
  
• Feature: Populate inquiry as new lead entry; custom tags per source.
  

24 Trello (with Power-Up or API)

• API: POST /cards
  
• Feature: Create card on sales board; link inquiry metadata in description.
  

25 Intercom

• API: POST /contacts
  
• Feature: Sync chat leads to CRM, tag by campaign/source.
  

Benefits

1. Eliminates delays and data duplication by automating intake from all inquiry channels.

2. Enables instant assignment and follow-up by routing to specific sales agents or regional teams.

3. Ensures every lead is logged and tracked for audit, compliance, and reporting.

4. Facilitates multi-channel reporting for continuous improvement of lead-generation efforts.

5. Increases conversion potential by reducing manual workload and response time.