Automated capture of web inquiries and leads from website forms

**Purpose**

1.1. To seamlessly capture all customer inquiries and leads submitted on the Amish furniture store website through contact, quote, or product interest forms.
1.2. Route captured lead data in real time to relevant sales, marketing, and CRM tools for prompt follow-up, ensuring no opportunity is missed.
1.3. Reduce manual data entry, unify contact information across platforms, and initiate automated replies or workflow actions for timely customer engagement.
1.4. Enable targeted marketing, accurate source tracking, and improved customer journey analytics through central lead storage.

**Trigger Conditions**

2.1. A web visitor submits any inquiry or lead form (contact, quote request, “ask a question”, or phone call-back request) on the furniture store’s website.
2.2. A specific event, such as form submit on platforms like Gravity Forms, Contact Form 7, Typeform, or Shopify contact pages, is detected.
2.3. Lead source is verified as website submission and not from spam or other channels.

**Platform Variants**

3.1. **Google Sheets**
• Feature/Setting: "Append row" API; set webhook URL in form settings to send JSON payload to Google Sheets.
• Sample: POST to "https://sheets.googleapis.com/v4/spreadsheets/{spreadsheetId}/values/{range}:append" with form data.

3.2. **Salesforce**
• Feature/Setting: REST API "Create Lead"; map form fields to Salesforce Lead object.
• Sample: POST to "https://yourInstance.salesforce.com/services/data/v54.0/sobjects/Lead" with mapping.

3.3. **HubSpot**
• Feature/Setting: "Forms API" endpoint; use "Submit data" function to post to HubSpot.
• Sample: POST to "https://api.hsforms.com/submissions/v3/integration/submit/{portalId}/{formGuid}" with user data.

3.4. **Zoho CRM**
• Feature/Setting: "Leads API" Create module; direct webhook from site to Zoho’s endpoint.
• Sample: POST to "https://www.zohoapis.com/crm/v2/Leads" with authentication and body.

3.5. **Mailchimp**
• Feature/Setting: "Add Subscriber" via Audience API; set auto-tag "Web Inquiry".
• Sample: POST to "https://usX.api.mailchimp.com/3.0/lists/{list_id}/members".

3.6. **ActiveCampaign**
• Feature/Setting: "Add Contact" via v3 API; sync lead info and trigger automations.
• Sample: POST to "https://{account}.api-us1.com/api/3/contacts".

3.7. **Pipedrive**
• Feature/Setting: "Add Person" API; create deal and associate with person if product interest is selected.
• Sample: POST to "https://companydomain.pipedrive.com/api/v1/persons".

3.8. **Microsoft Dynamics 365**
• Feature/Setting: "Create Lead" operation via REST API; authenticate using OAuth2.
• Sample: POST to "https://yourorg.api.crm.dynamics.com/api/data/v9.0/leads".

3.9. **Slack**
• Feature/Setting: "Incoming Webhook" to specific channel (e.g., #new-leads).
• Sample: POST JSON payload to "https://hooks.slack.com/services/XXXX/YYYY/ZZZZ".

3.10. **Trello**
• Feature/Setting: "Create Card" on pipeline board with inquiry details.
• Sample: POST to "https://api.trello.com/1/cards".

3.11. **Airtable**
• Feature/Setting: "Create Record" in base; match fields to table columns.
• Sample: POST to "https://api.airtable.com/v0/{baseId}/{tableName}".

3.12. **Shopify**
• Feature/Setting: "Webhook" on form submission to custom endpoint.
• Sample: Configure Shopify Admin > Notifications > Webhooks.

3.13. **WordPress (Gravity Forms)**
• Feature/Setting: "Webhooks Add-On"; push form data to remote API.
• Sample: Add webhook URL in Gravity Forms settings.

3.14. **Typeform**
• Feature/Setting: "Webhook"; send responses to automation endpoint.
• Sample: Set webhook target in Typeform > Connect > Webhooks.

3.15. **Microsoft Outlook/Office 365**
• Feature/Setting: "Create Event"/"Send Email" upon form receipt; use Graph API.
• Sample: POST to "https://graph.microsoft.com/v1.0/me/messages" with content.

3.16. **Intercom**
• Feature/Setting: "Lead API"; create or update lead record from form data.
• Sample: POST to "https://api.intercom.io/contacts".

3.17. **Twilio SMS**
• Feature/Setting: "Send SMS" to sales agent when new lead is captured.
• Sample: POST to "https://api.twilio.com/2010-04-01/Accounts/{AccountSid}/Messages".

3.18. **Zendesk**
• Feature/Setting: "Create Ticket" API for support/sales team follow-up.
• Sample: POST to "https://yourdomain.zendesk.com/api/v2/tickets.json".

3.19. **Asana**
• Feature/Setting: "Create Task" with lead details, assign to sales team.
• Sample: POST to "https://app.asana.com/api/1.0/tasks".

3.20. **Monday.com**
• Feature/Setting: "Create Item" in leads board, trigger workflow.
• Sample: POST to "https://api.monday.com/v2" with mutation query.

3.21. **SendGrid**
• Feature/Setting: "Send Email" API to auto-acknowledge web inquiry.
• Sample: POST to "https://api.sendgrid.com/v3/mail/send".

3.22. **SugarCRM**
• Feature/Setting: "Leads" module API; map form data to CRM record.
• Sample: POST to "https://yourinstance.sugarcrm.com/rest/v11_2/Leads".

**Benefits**

4.1. Eliminates human error and reduces lead response time drastically.
4.2. Synchronizes data across sales, marketing, and support instantly.
4.3. Increases store sales conversion through rapid and consistent follow-up.
4.4. Supports advanced segmentation and lead nurture tactics for Amish furniture customers.
4.5. Frees staff for high-value relationship building with serious buyers.
4.6. Ensures every inquiry is auditable and no potential sale is missed.