Sales & Customer ManagementPurpose
1.2. Automates data entry, automates assignment to sales reps, and automates follow-ups for new leads.
1.3. Ensures no customer inquiry is missed, automates lead qualification, filtering, and auto-appending to CRM.
1.4. Reduces manual admin, accelerates response time, and automates analytics reporting of sales prospects.
Trigger Conditions
2.2. Automatedly triggered upon receipt of new email inquiries received at a designated sales or contact email address.
2.3. Automates on detection of specific keywords or attachments in emails relating to glass quotations, purchases, or installation queries.
2.4. Can automate based on custom events, e.g., after-hours lead capture or missed call integration.
Platform Variants
3.1. Google Forms
• Feature/Setting: Webhook notification – configure form submission triggers, enable webhook POST to lead management endpoint.
3.2. Typeform
• Feature/Setting: Webhooks/API – enable integration to send responses directly to CRM workflow or automation pipeline.
3.3. Wufoo
• Feature/Setting: Notification Settings – automatedly route new entry notifications via API to sales inbox.
3.4. JotForm
• Feature/Setting: API webhook trigger – configure automated lead push to database/CRM.
3.5. Gravity Forms
• Feature/Setting: Webhook add-on – set up automator to dispatch form data to chosen automation workflow.
3.6. HubSpot Forms
• Feature/Setting: Form submission trigger – automatedly create contacts and automate assignment in CRM.
3.7. Marketo
• Feature/Setting: Webhooks/API – configure to automate sending new lead data for instant analysis.
3.8. Mailgun
• Feature/Setting: Routes – set up programmable email parsing to extract and automate lead capture from incoming inquiries.
3.9. Microsoft Outlook
• Feature/Setting: Power Automate flow – new email arrives in 'sales' inbox, trigger to parse and log lead.
3.10. Gmail
• Feature/Setting: Filtering & Labeling rules – automate by connecting via IMAP/API for extraction and syncing.
3.11. Zoho Forms
• Feature/Setting: Automated post-submission workflows – route leads to Zoho CRM or an external API.
3.12. Salesforce Web-to-Lead
• Feature/Setting: Setup > Web-to-Lead – automate web form input to CRM lead records.
3.13. Airtable
• Feature/Setting: API trigger – automate ingesting new form/record data into sales pipeline bases.
3.14. Zapier
• Feature/Setting: 'New Form Entry' or 'New Email' triggers – set up multi-step automation from one source to multiple destinations.
3.15. Pipedrive
• Feature/Setting: API / Form capture – automate direct form inputs or email parsing to new deals.
3.16. Brevo (ex-Sendinblue)
• Feature/Setting: Transactional Email Webhooks – parse new sales requests for automation.
3.17. Intercom
• Feature/Setting: Inbox automation – forward customer messages to pipeline automatically.
3.18. Tidio
• Feature/Setting: Bot-triggered email forwarding – automate web chat and widget lead generation to CRM.
3.19. Freshdesk
• Feature/Setting: Ticket/lead automator – set up rules to automate new form/email submissions to support/sales pipeline.
3.20. Pipefy
• Feature/Setting: Email input and automation rules – use automated pipelines to capture, assign, and follow up on new leads.
Benefits
4.2. Automates timely responses, enhancing customer experience and lead conversion.
4.3. Consistent lead qualification via automated filters.
4.4. Automates data centralization for reporting and analytics.
4.5. Supports omnichannel lead capture automation, improving sales opportunities.
4.6. Scales easily—automation can expand without additional staff.
4.7. Minimizes lead leakage by automating follow-ups and reminders.
4.8. Enables rapid reaction to inquiries, automating the competitive edge for glass retailers.