Automatic lead capture from website forms and emails

**1. Purpose**

1. Capture inbound leads instantly from website forms and incoming sales emails.

2. Normalize and unify lead data into a central CRM or spreadsheet for follow-up.

3. Reduce manual input errors and delays by automating data collection.

4. Enable real-time notifications and lead routing to the correct sales reps.

5. Integrate with sales pipelines to prioritize, score, and track inbound leads.

6. Automate response workflows (acknowledgment, nurturing drips) after capturing leads.

**2. Trigger Conditions**

1. New submission in website contact, quote, or callback request forms.

2. Receipt of inbound email inquiries to dedicated sales or info email addresses.

3. API webhook posts from marketing/gated content forms (e.g., whitepaper requests).

4. New row detection in Google Sheets or Airtable used as embedded form backends.

**3. Platform Variants**

1. HubSpot

• Feature/Setting: Use “Forms API” or monitored Inbox; configure endpoint to push leads on submission.
  
• Sample: API Key, mapping website form fields to CRM properties.
  

2. Salesforce

• Feature/Setting: Web-to-Lead form integration; configure REST API or Email-to-Lead for direct capture.
  
• Sample: Lead assignment rules, mapping inputs to Lead fields.
  

3. Microsoft Dynamics 365

• Feature/Setting: Configure “Automated Flow” (Power Automate) for inbound form/email triggers.
  
• Sample: Listen on monitored inbox, extract fields with AI Builder.
  

4. Pipedrive

• Feature/Setting: “LeadBooster Web Forms” API and monitored mailbox integration.
  
• Sample: Use workflow automation on new leads.
  

5. Zoho CRM

• Feature/Setting: “Web Forms” module and “SalesInbox” rules for email parsing.
  
• Sample: Map contact fields, enable automation for lead assignment.
  

6. Google Forms

• Feature/Setting: On form submission trigger, use Google Apps Script or webhook.
  
• Sample: POST form data to webhook URL integrated with CRM.
  

7. JotForm

• Feature/Setting: Enable webhooks; POST form submissions to a custom endpoint.
  
• Sample: Field–to–CRM field mapping setup in webhook configuration.
  

8. Gravity Forms (WordPress)

• Feature/Setting: Use “Zapier Add-On” or “Webhooks Add-On” to send data on submit.
  
• Sample: URL endpoint configuration; select field mapping.
  

9. Typeform

• Feature/Setting: Configure webhook; POST response payload to endpoint.
  
• Sample: Copy webhook URL, set up mapping to CRM fields.
  

10. Wufoo

• Feature/Setting: “Webhooks” notifications; send new form data to integration endpoint.
  
• Sample: Enable and enter endpoint in Wufoo notifications.
  

11. Cognito Forms

• Feature/Setting: Webhook integration triggers HTTP POST on submission.
  
• Sample: Add webhook URL in form settings.
  

12. Mailgun

• Feature/Setting: “Routes” rules to POST new incoming messages to URI.
  
• Sample: Configure address filter and destination webhook.
  

13. SendGrid

• Feature/Setting: “Inbound Parse Webhook”; POST emails to handling API.
  
• Sample: Add public endpoint, parse email body for lead details.
  

14. Outlook / Microsoft 365

• Feature/Setting: Use “Rules” to move relevant emails to folder; Power Automate monitors for new emails.
  
• Sample: Extraction using “Get email” action and parse content.
  

15. Gmail

• Feature/Setting: App Script or filter to forward emails; Apps Script parses or integrates with webhook.
  
• Sample: Gmail trigger, extract and structure lead data fields.
  

16. Airtable

• Feature/Setting: “Form” submissions trigger automation or POST to webhook.
  
• Sample: Script block for custom field transformation.
  

17. Slack

• Feature/Setting: Incoming webhook for form or email bot; Slack workflow to populate channels with new leads.
  
• Sample: Set up incoming webhook in channel.
  

18. Intercom

• Feature/Setting: “Leads API” captures website chat contacts.
  
• Sample: Trigger outbound API to CRM.
  

19. Freshdesk

• Feature/Setting: Convert emails/forms into ticket objects; push ticket to CRM or mailing list via webhooks.
  
• Sample: Configure automation rules for new tickets.
  

20. Webflow

• Feature/Setting: “Form Submission Webhook”; POST submissions directly.
  
• Sample: Copy-paste endpoint in project integrations.
  

**4. Benefits**

1. Accelerated response times—sales team is notified immediately.

2. Elimination of manual data entry errors.

3. Improved lead organization, segmentation, and prioritization.

4. Streamlined hand-off process to sales, fulfillment, or marketing teams.

5. Measurable ROI improvement via higher conversion tracking.

6. Enhanced visibility and auditability of all lead origination events.

7. Scalability—handles higher volumes without extra staff.