Synchronization of test drive requests to calendar and sales pipeline

**Purpose**

1.1. Automatically synchronize incoming Acura test drive requests with sales team calendars and update the sales pipeline to prevent missed opportunities, ensure real-time visibility, improve customer follow-ups, and track lead status through integrated channels.
1.2. Eliminate manual data entry by pushing appointment details directly from request forms or communication channels to digital calendars and CRM opportunities.

**Trigger Conditions**

2.1. New test drive request submitted via web form.
2.2. Test drive inquiry received over email, SMS, or chat.
2.3. Test drive registration via dealership app or third-party marketplaces.
2.4. CRM entry created or updated for test drive interest.

**Platform Variants**

3.1. Salesforce
• Feature: REST API / Create Lead, Update Opportunity
• Sample: Configure "New Test Drive Request" webhook to `POST /services/data/vXX.X/sobjects/Lead`
3.2. HubSpot
• Feature: Forms API, CRM Objects API
• Sample: Link web form to `POST /crm/v3/objects/contacts` to auto-create lead
3.3. Google Calendar
• Feature: Events API
• Sample: Auto-create event via `POST /calendars/{calendarId}/events` with test drive details
3.4. Microsoft Outlook/Exchange
• Feature: Graph API/Calendar Event
• Sample: Use `POST /me/events` with dynamic test drive payload
3.5. Zoho CRM
• Feature: API/Create Record
• Sample: Fetch test drive submission, trigger `POST /crm/v2/Leads`
3.6. Monday.com
• Feature: API/Item Creation
• Sample: Send form data to `mutation { create_item ... }` for sales pipeline
3.7. Pipedrive
• Feature: Deals API
• Sample: Auto-create deal using `POST /deals` endpoint
3.8. Slack
• Feature: Incoming Webhooks
• Sample: Notify channel on new test drive via POST payload
3.9. Twilio
• Feature: SMS Webhook + Sync API
• Sample: Capture SMS requests, parse, and push to CRM
3.10. Mailchimp
• Feature: API/List Member
• Sample: Add requester to "Acura Test Drive" email segment
3.11. Trello
• Feature: Cards API
• Sample: Auto-create card in sales pipeline board per request
3.12. Asana
• Feature: Tasks API
• Sample: Add request as new task to sales board
3.13. Calendly
• Feature: Webhook/Event Create
• Sample: On form submission, schedule via Calendly API
3.14. Shopify
• Feature: App Webhooks
• Sample: Push test drive request from in-store kiosks
3.15. Intercom
• Feature: Conversations API
• Sample: Create conversation on new test drive inquiry
3.16. Zendesk
• Feature: Tickets API
• Sample: Auto-create support ticket for each test drive
3.17. Freshdesk
• Feature: Ticket API
• Sample: Log each test drive interest as a ticket
3.18. Copper CRM
• Feature: API/Leads
• Sample: Create lead with `POST /leads` from form input
3.19. Notion
• Feature: Database API
• Sample: Append entry to "Test Drives" database
3.20. Airtable
• Feature: Records API
• Sample: Insert new record with appointment, contact data
3.21. ClickUp
• Feature: Task API
• Sample: Add task to sales pipeline for followup
3.22. Marketo
• Feature: Lead API
• Sample: Sync request to Marketo lead database

**Benefits**

4.1. Instant, error-free scheduling reduces manual admin work.
4.2. Sales team receives real-time, unified updates.
4.3. Lead tracking and management is fully streamlined, boosting conversion rates.
4.4. Automated reminders and calendar invites minimize client no-shows.
4.5. Multi-channel synchronization improves both customer experience and in-house process visibility.