Purpose
1.2. Apply automated scoring to prioritize leads based on engagement, firmographics, and sales-readiness.
1.3. Route qualified leads to sales representatives, trigger timely follow-ups, and track engagement outcomes.
1.4. Integrate lead data across CRM, marketing, and communication tools to maintain a unified pipeline.
1.5. Provide real-time dashboards and alerts on lead status, allowing management to optimize sales funnels.
Trigger Conditions
2.2. Receipt of sales inquiry email.
2.3. Inbound call registration or missed call log.
2.4. Engagement on paid campaigns or landing pages.
2.5. Activity on LinkedIn or industry-specific platforms.
2.6. Manual CRM record creation.
2.7. Response to mass email campaigns.
2.8. Web chat initiation or chatbot engagement.
Platform Variants
• Feature/Setting: Enable Web-to-Lead; API: CreateRecord, Lead Object configuration.
3.2. HubSpot
• Feature/Setting: Lead capture forms and workflow automation; API: Create/Update Contact, Workflows.
3.3. Zoho CRM
• Feature/Setting: Lead module workflow rules; API: Leads, scoring rules, trigger webhook on new lead.
3.4. Microsoft Dynamics 365
• Feature/Setting: Custom Business Rules; API: Leads entity, Power Automate flow for scoring.
3.5. Pipedrive
• Feature/Setting: Lead Inbox and custom fields; API: Add Lead, update via automations.
3.6. Freshsales
• Feature/Setting: Automated lead scoring; API: Contacts, scoring automation.
3.7. Mailchimp
• Feature/Setting: Lead form middleware; API: Add Subscriber, Tagging, trigger via campaign engagement.
3.8. Twilio
• Feature/Setting: SMS/voice webhook notification; API: Programmable SMS Voice, Status Callbacks.
3.9. Slack
• Feature/Setting: Instant channel alerts on lead events; API: Incoming Webhooks, custom slash command.
3.10. Airtable
• Feature/Setting: Automated records and scoring fields; API: Bases, Automations.
3.11. Google Sheets
• Feature/Setting: Append rows via webhook/API for new leads, script scoring logic; API: Sheets API, Apps Script.
3.12. Intercom
• Feature/Setting: Lead capture via chat; API: Conversations, Leads objects, Automation triggers.
3.13. Marketo
• Feature/Setting: Lead Scoring Programs; API: Leads, Trigger campaigns.
3.14. SendGrid
• Feature/Setting: Track engagement, trigger on open/click; API: Event Webhook, Contactdb API.
3.15. Monday.com
• Feature/Setting: CRM board automation; API: Items, webhook on status update.
3.16. Notion
• Feature/Setting: Database auto-entry for leads; API: Pages, Database update trigger.
3.17. Zendesk Sell
• Feature/Setting: Create and update leads via email and web form; API: Leads, webhooks.
3.18. LinkedIn Sales Navigator
• Feature/Setting: Sync lead activities; API: CRM Sync, Trigger on InMail reply.
3.19. Calendly
• Feature/Setting: Capture meetings as leads; API: Event Type Webhook, Invitee Created.
3.20. Google Analytics
• Feature/Setting: Track conversion events; API: Measurement Protocol, event triggers.
3.21. ClickUp
• Feature/Setting: Auto-task creation for hot leads; API: Task, Automations on custom statuses.
3.22. Typeform
• Feature/Setting: New response triggers; API: Webhooks, Responses.
3.23. Pipefy
• Feature/Setting: Lead qualification pipelines; API: Cards, Automations, Conditionals.
3.24. Trello
• Feature/Setting: New card per lead, scoring via custom fields; API: Cards, Webhooks.
Benefits
4.2. Higher sales efficiency by focusing on qualified, high-value leads.
4.3. Reduced lead leakage and consistent data capture.
4.4. Streamlined collaboration between sales, marketing, and customer service.
4.5. Ongoing optimization with real-time analytics and feedback loops.