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HomeCapture website inquiries and sync to CRMSales & Lead Management AutomationCapture website inquiries and sync to CRM

Capture website inquiries and sync to CRM

Purpose

1. Collect website inquiries—from contact forms, chatbots, popups—instantly and accurately, ensuring no potential home appliance lead is missed.

2. Route every inquiry into the CRM to provide sales teams full visibility, enable timely follow-up, improve lead qualification, and support pipeline tracking.

3. Centralize customer data and interaction history to eliminate manual data entry, reduce errors, and enable personalized engagement across channels.


Trigger Conditions

1. New inquiry submitted through website contact or quote form.

2. Chatbot initiates, captures, or ends a qualified lead interaction.

3. Landing page popups or product inquiry widgets filled out.

4. Email or direct message received via integrated website plugins.


Platform Variants


1. WordPress

  • Feature/Setting: Webhooks in Contact Form 7 or Elementor Forms; configure webhook URL to post inquiry data to workflow.

2. HubSpot CRM

  • Feature/Setting: “Create Contact” API endpoint; map website form fields to CRM fields using API key.

3. Salesforce

  • Feature/Setting: “Lead Creation” via REST API; set object fields (`name`, `email`, etc.) from website inquiry payload.

4. Zoho CRM

  • Feature/Setting: “Leads” module API (POST); provide authentication token and mapped form fields.

5. Microsoft Dynamics 365

  • Feature/Setting: “Create a Lead” endpoint in Dynamics Web API; define schema mapping for inquiry fields.

6. Shopify

  • Feature/Setting: Webhook on “Contact Form Submission”; connect webhook to send data to CRM via middleware.

7. Magento

  • Feature/Setting: Events API for “Customer Inquiry”; push event data to REST endpoint.

8. Wix

  • Feature/Setting: Wix Automations, “Form Submitted” trigger to send data to external HTTP endpoint.

9. Google Forms

  • Feature/Setting: “On Form Submission” trigger with Apps Script to call CRM API with filled data.

10. Typeform

  • Feature/Setting: Webhook for responses; deliver data to defined CRM endpoint in real time.

11. Gravity Forms

  • Feature/Setting: Add-on for Webhooks; configure payload to sync directly to a CRM API.

12. Intercom

  • Feature/Setting: Incoming messages trigger; configure “Create/Update Lead” via Intercom API.

13. Freshdesk

  • Feature/Setting: Automations on “New Ticket”; use webhook task to forward details to CRM.

14. Zendesk

  • Feature/Setting: Trigger on “New Web Widget Request”; HTTP target to CRM endpoint.

15. Jotform

  • Feature/Setting: “Post Data” option with webhook; transfer to CRM with mapped fields.

16. Airtable

  • Feature/Setting: “Form Submission” automation; run script block to call CRM’s API.

17. Mailchimp

  • Feature/Setting: “Signup Form Submission” webhook; push new subscriber data to CRM.

18. Pipedrive

  • Feature/Setting: API “Create Person” endpoint; connect form submission to person object in CRM.

19. Monday.com

  • Feature/Setting: “Form Submission” trigger in automations; connect to webhook sending values to CRM.

20. Google Sheets

  • Feature/Setting: Script or Apps Script trigger on row added; calls CRM API with new inquiry data.

Benefits

1. Eliminates manual lead entry, saving time and reducing errors.

2. Ensures all inquiries are logged, improving follow-up speed and conversion rates.

3. Centralizes lead data for analytics and reporting.

4. Enables real-time lead alerts for sales teams.

5. Scales with growing inquiry volume and supports omni-channel lead capture.

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