Automated lead capture from website/contact forms to CRM

Purpose

1.1 Streamline collection of inbound leads from website or contact forms directly to CRM, eliminating manual data entry.
1.2 Ensure all sales inquiries regarding aluminum window products are instantly captured and categorized for timely sales follow-up.
1.3 Enable seamless tracking, qualification, and nurturing of prospects to drive higher conversion rates in a competitive building materials market.

Trigger Conditions

2.1 Web visitor submits a contact or inquiry form related to aluminum window services or products.
2.2 Form includes mandatory fields such as name, company, contact details, project requirements, and product interests.
2.3 Automated workflow initiates upon form submission, capturing lead data in real time.

Platform Variants

3.1 Salesforce
• Feature/Setting: Web-to-Lead.
• Configure lead assignment, mapping web form fields to Salesforce, API endpoint `/services/data/vXX.X/sobjects/Lead`.

3.2 HubSpot
• Feature/Setting: Forms API.
• Use endpoint `/forms/v2/submissions` to push form data; configure workflow to auto-create contacts.

3.3 Zoho CRM
• Feature/Setting: Webforms.
• Set up direct integration via `web-to-lead` HTML forms, mapped to Zoho fields.

3.4 Pipedrive
• Feature/Setting: Lead Inbox API.
• Endpoint `/leads` for creating new leads programmatically as contacts submit forms.

3.5 Microsoft Dynamics 365
• Feature/Setting: Power Automate with Dynamics Lead entity.
• Trigger: HTTP Request to create new lead record based on incoming form data.

3.6 Insightly
• Feature/Setting: API – Leads Endpoint.
• Post to `/v3.1/Leads` with form data payload.

3.7 Freshsales
• Feature/Setting: Webform Auto-Capture.
• Mapping fields and API push to `/crm/sales/api/leads`.

3.8 Copper CRM
• Feature/Setting: API /leads.insert.
• Configure form POST to trigger lead creation.

3.9 SugarCRM
• Feature/Setting: REST API – Leads Module.
• Use API endpoint `/Leads` for data injection.

3.10 Close.io
• Feature/Setting: API – Create Lead.
• POST to `/api/v1/lead/` for immediate lead creation.

3.11 Google Sheets
• Feature/Setting: Google Forms or Apps Script.
• Trigger: Form submission populates Google Sheet; use webhook to push to CRM.

3.12 ActiveCampaign
• Feature/Setting: Forms Integration API.
• Use `/admin/api.php?api_action=contact_add` for real-time contact creation.

3.13 Infusionsoft (Keap)
• Feature/Setting: Webform and API Integration.
• Endpoint `/rest/v1/contacts` for adding new prospects.

3.14 Monday.com
• Feature/Setting: Forms with Items API.
• Use mutation `create_item` in board for new lead entries.

3.15 Airtable
• Feature/Setting: Webform and API.
• Endpoint `POST /v0/{baseId}/{tableName}` to add records.

3.16 Intercom
• Feature/Setting: Contacts API.
• Create contact via `POST /contacts` with form data.

3.17 Mailchimp
• Feature/Setting: Audience API webhooks.
• Add contact to a list via `/lists/{list_id}/members`.

3.18 Quick Base
• Feature/Setting: RESTful APIs for Record Add.
• Endpoint `/v1/records` for direct data injection to leads table.

3.19 Bitrix24
• Feature/Setting: CRM Lead API.
• Use `/rest/crm.lead.add` for automated lead creation.

3.20 Marketo
• Feature/Setting: REST API Sync Lead.
• Endpoint `/rest/v1/leads.json` to push captured form data.

Benefits

4.1 Immediate entry of aluminum window sales inquiries to sales pipeline, reducing response latency.
4.2 Single source of truth for all incoming leads ensures no opportunity is missed.
4.3 Reduces manual handling, prevents errors, and increases productivity for corporate sales teams.
4.4 Enables advanced reporting, routing, and automated follow-up for aluminum window opportunities.