Automated lead capture from website forms and emails

Purpose

1.1. Capture and centralize new business inquiries from website forms and emails into one CRM or order management system for immediate processing and sales follow-up.
1.2. Minimize manual data entry errors in wholesale aluminum frames supply workflow and improve response speed for B2B leads.
1.3. Enable automated qualification, prioritization, and notification to the sales team for every new lead in the building materials sector.
1.4. Enhance auditability, tracking each inbound query’s path from form or email to CRM entry.

Trigger Conditions

2.1. New website form submission on the aluminum frames supplier or partner/distributor site.
2.2. Receipt of incoming inquiry email, with subject or body containing specific product or service keywords (“aluminum frames,” “order request,” etc.).
2.3. Periodic scan (polling trigger) of shared sales inbox or forms backend for unprocessed submissions.
2.4. Entry of webchat message or social media direct message requesting bulk pricing or information.

Platform Variants

3.1. Google Forms
• Feature: Form Response Trigger
• Setting: Enable push to webhook > Parse payload to CRM
3.2. Typeform
• Feature: Webhook Integration
• Setting: Configure POST URL to automation endpoint
3.3. Jotform
• Feature: API Integration
• Setting: Create ‘On Form Submit’ event > Send data to order module
3.4. Gravity Forms
• Feature: Webhooks Add-On
• Setting: Set target endpoint for sales lead entry
3.5. HubSpot Forms
• Feature: Form Submission Webhook
• Setting: Connect via API key for automatic CRM lead creation
3.6. Microsoft Forms
• Feature: Automated Flow Trigger
• Setting: “When a new response is submitted” action
3.7. Zoho Forms
• Feature: Workflow Rule
• Setting: Action > Push Form Data to Sales CRM
3.8. Contact Form 7 (WordPress)
• Feature: Flamingo or Webhook integration
• Setting: Configure Data POST URL
3.9. Mailchimp
• Feature: API > Lists/Add Member
• Setting: Auto-capture signups into sales campaign list
3.10. Outlook (Microsoft 365)
• Feature: New Mail Trigger via Graph API
• Setting: Parse specific folders/sender domains
3.11. Gmail
• Feature: Gmail API > Watch for New Message
• Setting: Search query for “aluminum” in inbox
3.12. Zoho Mail
• Feature: Incoming Webhook
• Setting: Forward leads by filter rule
3.13. Salesforce
• Feature: Web-to-Lead
• Setting: Embed form, auto-create new lead record
3.14. Pipedrive
• Feature: API — Create Person/Deal
• Setting: Trigger “Add Lead” upon form/email event
3.15. Microsoft Dynamics 365
• Feature: Power Automate Connector
• Setting: “Create Lead” action from email or HTTP request
3.16. Freshsales CRM
• Feature: API > Leads Endpoint
• Setting: Auto-submit captured data as new lead
3.17. Intercom
• Feature: Inbound Lead API
• Setting: Submit website chat/sales inquiry
3.18. Zendesk Sell
• Feature: API > Leads
• Setting: Create Ticket upon qualified inbound query
3.19. Slack
• Feature: Webhook Incoming
• Setting: Notify sales channel with parsed inquiry details
3.20. Twilio
• Feature: SMS API / Programmable Messaging
• Setting: Inbound SMS triggers POST to CRM/lead tool
3.21. Facebook Messenger
• Feature: Messenger Webhooks
• Setting: Forward direct messages to lead capture flow
3.22. LinkedIn Lead Gen Forms
• Feature: Lead API
• Setting: Send form submissions to sales pipeline

Benefits

4.1. Instant lead capture prevents loss of sales opportunities and accelerates response time.
4.2. Uniform process ensures all lead details are standardized for downstream automation and reporting.
4.3. Enables scalable management of high inquiry volumes typical in wholesale supply markets.
4.4. Reduces manual workload for sales staff, freeing time for value-added client engagement.
4.5. Allows easy tracking and accountability for each lead from inquiry to conversion.