Integration of sales data from email or web forms into the CRM

Purpose

1. Automatically capture and synchronize sales inquiries and order data received via email or web forms, transferring them into the construction aggregate supplier’s CRM for streamlined lead and order management.

2. Eliminate manual data entry errors, accelerate sales response time, and maintain a unified sales pipeline for analysis and follow-up.

3. Enable instant allocation of leads and automated tracking for quotation, order processing, and follow-ups from first contact.

Trigger Conditions

1. Receipt of new sales inquiry or order in a designated inbox or web form submission.

2. Detection of new, unread messages matching keyword filters or subject line patterns.

3. Form data containing mandatory fields: customer name, contact details, order/request type.

Platform Variants

1. Gmail API

• Feature/Setting: Watch for new emails with label ‘Sales Inquiry’; configure using ‘users.messages.list’ and ‘users.messages.get’.
  

2. Microsoft Outlook Graph API

• Feature/Setting: Monitor input folder for new messages using ‘/me/mailFolders/{id}/messages/delta’.
  

3. Office 365 Exchange Online

• Feature/Setting: Set up mail flow rules to forward or flag key sales messages for extraction via EWS.
  

4. Zoho Mail API

• Feature/Setting: Pull new email data via ‘messages’ endpoint; filter by recipient or subject.
  

5. Typeform

• Feature/Setting: Use ‘Webhook’ on form submission; send JSON payload to target endpoint.
  

6. Jotform

• Feature/Setting: Activate ‘Webhook Integration’ on the form to trigger data transfer.
  

7. Gravity Forms (WordPress)

• Feature/Setting: Enable ‘REST API webhook’ on submission event.
  

8. Google Forms

• Feature/Setting: Use ‘onFormSubmit’ trigger in Google Apps Script to post data to CRM endpoint.
  

9. HubSpot Forms

• Feature/Setting: Deploy ‘Webhook’ notification on submission; map fields to CRM schema.
  

10. Wufoo

• Feature/Setting: Set up ‘Notification Webhook’ for immediate outbound data delivery.
  

11. Salesforce Email-to-Lead

• Feature/Setting: Configure ‘Email-to-Lead’ address; CRM creates lead records automatically.
  

12. Pipedrive API

• Feature/Setting: POST new leads via ‘/deals’ or ‘/persons’ endpoints; map form values as payload.
  

13. Zoho CRM API

• Feature/Setting: Insert records with ‘Leads’ or ‘Contacts’ endpoint using form-email data.
  

14. Microsoft Dynamics 365 API

• Feature/Setting: Create entity via ‘/api/data/v9.0/leads’ with extracted input fields.
  

15. Insightly API

• Feature/Setting: Create ‘Lead’ or ‘Opportunity’ via REST endpoint; pass parsed form data.
  

16. Freshsales API

• Feature/Setting: POST to ‘/api/leads’ on form/email receipt; JSON field mapping required.
  

17. Capsule CRM API

• Feature/Setting: Use ‘/parties’ and ‘/opportunities’ endpoints to insert new records from parsed data.
  

18. SugarCRM REST API

• Feature/Setting: POST to ‘/Leads’ endpoint; authenticate and map form content.
  

19. SAP Sales Cloud API

• Feature/Setting: Configure ‘OData’ service to create a new lead or opportunity.
  

20. Copper CRM API

• Feature/Setting: Insert lead via ‘/leads’ endpoint using sales form/email data.
  

21. Airtable

• Feature/Setting: Webhook/table API integration for adding a row from parsed inbound content.
  

Benefits

1. Eliminates manual entry delays, enabling faster sales cycle initiation.

2. Reduces risk of lost inquiries by immediate CRM capture and notification.

3. Enables aggregation analytics and sales volume forecasting.

4. Provides foundation for automated follow-up workflows and performance tracking.

5. Supports multi-source, multi-channel inbound sales monitoring.