Purpose
Trigger Conditions
2.2. Lead data captured by onsite event QR codes or POS systems
2.3. Incoming SMS or WhatsApp messages from prospective buyers
2.4. Call logs recorded in dealership telephony
2.5. New social media direct message (Facebook, Instagram, Twitter)
2.6. Lead captured from online ad campaigns
2.7. Dealer website chat engagement
2.8. Email inquiry received in general sales inbox
Platform Variants
• API: Create/Update Lead (REST API /services/data/vXX.X/sobjects/Lead); JSON payload for new or updated lead
3.2. Microsoft Dynamics 365
• Function: Create a Lead (POST /api/data/v9.2/leads)
3.3. HubSpot
• Endpoint: CRM API v3 - Create Contact (/crm/v3/objects/contacts)
3.4. Zoho CRM
• API: Leads API (POST /crm/v2/Leads)
3.5. Pipedrive
• API: Add Person/Deal (POST /v1/persons or /v1/deals)
3.6. Freshsales
• API: Lead Creation (POST /api/leads)
3.7. SAP C/4HANA
• Endpoint: OData Lead Import (/sap/c4c/odata/v1/LeadCollection)
3.8. SugarCRM
• Function: Leads Module (POST /rest/v11_1/Leads)
3.9. Copper
• API: Create a Lead (/v1/leads)
3.10. Insightly
• API: Create Contact/Lead (POST /v3.1/Leads)
3.11. Nimble
• Function: Create Contact (POST /api/v1/contacts)
3.12. ActiveCampaign
• API: Contact Sync (POST /api/3/contacts/sync)
3.13. Bitrix24
• REST API: crm.lead.add
3.14. Monday.com
• Feature: Create new item/board for incoming leads (mutation { create_item })
3.15. Keap (Infusionsoft)
• API: Add/Update Contact (/contacts)
3.16. Apptivo
• API: Create Lead (POST /crm/v2/leads)
3.17. Nimble
• API: Add Contact (/api/v1/contacts)
3.18. Zendesk Sell
• API: Lead Creation (POST /api/v2/leads)
3.19. Close
• API: Create Lead/Contact (POST /api/v1/lead/)
3.20. LeadSquared
• API: Create Lead (POST /v2/LeadManagement.svc/Leads.Create)
3.21. Marketo
• API: Create Lead (POST /rest/v1/leads.json)
3.22. Oracle CX Sales
• REST API: POST /crmRestApi/resources/11.13.18.05/leads
Benefits
4.2. Enables automated lead rating/scoring for targeted follow-up
4.3. Accelerates assignment to sales team with custom routing rules
4.4. Integrates multiple communication channels into one interface
4.5. Comprehensive reporting on every lead and touchpoint
4.6. Reduces manual data entry, increasing speed and accuracy