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Automated lead capture from calls and contact forms

Purpose

 1.1. Automates capturing, organizing, and segmenting leads derived from inbound calls and website contact forms to streamline sales workflows.
 1.2. Automating the process ensures no prospective lead is missed, instantly routes captured data to sales pipelines or CRMs, and automates notifications for follow-ups.
 1.3. Enables sales and marketing teams in call shops and phone service retailers to focus efforts on conversion, not manual logging, while tracking lead sources for analytics and reporting.

Trigger Conditions

 2.1. Automatedly triggers on inbound call event to designated business numbers via telephony provider.
 2.2. Triggers when a website contact form is submitted by a prospect, automating data ingestion.
 2.3. Trigger activated by third-party webhooks, form submissions, or call recording completions.

Platform Variants

 3.1. Twilio
  • Feature/Setting: "Incoming Call Webhook" — configure webhook URL to trigger automation on every new call.
 3.2. RingCentral
  • Feature/Setting: "Call Events API" — set to POST call data to automator endpoint.
 3.3. Aircall
  • Feature/Setting: "Webhook Integration" — connect Aircall webhook to automation pipeline for missed/received calls.
 3.4. CallRail
  • Feature/Setting: "Call Activity Webhooks" — automate POST of call metadata for instant lead capture.
 3.5. Grasshopper
  • Feature/Setting: "integration with Zapier/IFTTT" — automate triggers for calls to a specified business number.
 3.6. HubSpot Forms
  • Feature/Setting: "Webhook Notification" — receive submissions via webhook and send to automation workflow.
 3.7. Gravity Forms (WordPress)
  • Feature/Setting: "Webhooks Add-On" — configure POST of form data to automating endpoint.
 3.8. Jotform
  • Feature/Setting: "Webhook Integration" — direct POST of form submissions to automator for processing.
 3.9. Typeform
  • Feature/Setting: "Webhook Response" — automate sending all form completions to a specified webhook.
 3.10. Google Forms
  • Feature/Setting: "Apps Script Webhook" — configure trigger on submission to send entries to automation flow.
 3.11. Salesforce
  • Feature/Setting: "Inbound API (REST)" — automate lead creation using POST /lead endpoint.
 3.12. Pipedrive
  • Feature/Setting: "Web Forms Integration" — automate from web forms to Pipedrive using POST to /leads.
 3.13. Zoho CRM
  • Feature/Setting: "Leads API" — automate lead creation via /insertRecords function.
 3.14. Freshsales
  • Feature/Setting: "Form Capture and API" — direct submit forms via API to automate lead entry.
 3.15. ActiveCampaign
  • Feature/Setting: "Form Integration/Webhook" — automate forwarding of captured leads to automating system.
 3.16. Mailchimp
  • Feature/Setting: "Signup Forms Webhooks" — receive automated POSTs on new subscriber entry.
 3.17. Intercom
  • Feature/Setting: "Leads Webhook" — automate on new lead creation or contact event.
 3.18. CallTrackingMetrics
  • Feature/Setting: "Automation Webhooks" — automate call event notifications to specified endpoint.
 3.19. 8x8
  • Feature/Setting: "Call Event Webhook" — automate sending call data on call completion/connection.
 3.20. Zoho Forms
  • Feature/Setting: "Webhooks" — automate form data directly to automating backend.

Benefits

 4.1. Automates the entire lead capture and follow-up process, reducing manual errors.
 4.2. Automator provides real-time lead entry to CRM, accelerates response, and increases conversion speed.
 4.3. Automatedly collects, organizes, and routes leads to appropriate sales teams, optimizing time-to-contact.
 4.4. Ensures a fully auditable, automatable trail of all inbound leads for analytics and compliance.

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