Purpose
1.2. Automates pushing new contact info to CRM, triggering follow-up automations such as welcome emails, lead scoring, or sales notifications.
1.3. Integrates and synchronizes data flow from diverse forms (website, Facebook Lead Ads, Instagram, LinkedIn, TikTok, landing pages) into one CRM, automating record creation, deduplication, and nurturing.
1.4. Accelerates the sales pipeline by automating real-time notifications to sales teams and task creation for immediate engagement.
1.5. Ensures regulatory compliance (GDPR/CCPA) by capturing consent and handling data processing per user preference, in an automated workflow.
Trigger Conditions
2.2. Completion of social media lead forms (Facebook Lead Ads, Instagram Lead Forms, LinkedIn Lead Gen Forms, TikTok Lead Gen).
2.3. Form submit events sent via webhook, REST API, or integrated tools.
2.4. Detection of new form entry via polling/instant event from platforms (Google Forms, Typeform, Gravity Forms, Jotform, Wufoo).
2.5. Automated webhook or API call upon form completion, triggering automator to process and route lead data.
Platform Variants
• Feature/Setting: Web Forms API — configure to automate form submission to CRM; set automation workflows for follow-up.
3.2. Salesforce
• Feature/Setting: Web-to-Lead API — map custom form fields and automate lead routing rules.
3.3. Zoho CRM
• Feature/Setting: Webforms/Leads API — automate capturing and assigning leads by sales channel.
3.4. Microsoft Dynamics 365
• Feature/Setting: Marketing Forms Connector — automate form ingest and integration to ‘Leads’ entity.
3.5. Pipedrive
• Feature/Setting: Web Forms Integration & API — automate pushing leads and trigger sales workflows.
3.6. Freshsales
• Feature/Setting: Contact Form API — automate direct input to CRM and configure auto-assign rules.
3.7. ActiveCampaign
• Feature/Setting: Forms API — automate audience growth and automated segmentation on submit.
3.8. Mailchimp
• Feature/Setting: Signup Forms API — automate list addition and automated welcome campaigns.
3.9. Google Sheets
• Feature/Setting: Google Forms webhook/Sheets API — automate row addition and trigger CRM sync.
3.10. Typeform
• Feature/Setting: Typeform API Webhooks — automate data extraction and CRM update.
3.11. Jotform
• Feature/Setting: Jotform Webhooks — automate JSON post to endpoint, trigger lead creation.
3.12. Facebook Lead Ads
• Feature/Setting: Graph API (leads retrieval webhook) — automate downloading and routing leads.
3.13. Instagram Lead Forms
• Feature/Setting: Instagram Graph API — automate form data collection and real-time sync.
3.14. LinkedIn Lead Gen
• Feature/Setting: LinkedIn Marketing API — automate lead form retrieval and data push to CRM.
3.15. TikTok Lead Gen
• Feature/Setting: TikTok for Business API — automate lead pull and table entry.
3.16. Gravity Forms
• Feature/Setting: REST API Webhook Add-On — automate POST to CRM endpoint.
3.17. Wufoo
• Feature/Setting: Webhooks — automate JSON/XML data to CRM on submission.
3.18. Intercom
• Feature/Setting: Inbox API — automate capturing ‘Contact Us’ chat form data to CRM.
3.19. Slack
• Feature/Setting: Workflow Builder/Form Integration API — automate form submit alerts and CRM sync.
3.20. SendGrid
• Feature/Setting: Marketing Campaigns API — automate auto-responder to captured leads.
3.21. Airtable
• Feature/Setting: Forms with Automation Scripts — automate record creation and CRM data push.
3.22. Monday.com
• Feature/Setting: Forms + Monday API — automate new board item and deal pipeline with form submits.
3.23. Notion
• Feature/Setting: API integration — automate adding new contacts from form to Notion CRM database.
3.24. Shopify
• Feature/Setting: Custom Forms + Admin API — automate adding wholesale inquiries to contact db.
Benefits
4.2. Accelerates response by automating sales alerts and follow-up tasks, reducing manual effort.
4.3. Ensures no lead is missed by automating omnichannel intake (website/social/SaaS forms).
4.4. Enhances data quality by automating deduplication, validation, and enrichment tasks.
4.5. Automatable compliance by automated consent capture and audit trail generation.
4.6. Drives higher conversion with automated nurturing and segmentation flows pre-built into the automation system.
4.7. Automating handoff from marketing to sales for seamless customer experience.
4.8. Scales cosmetics wholesaler operations with automated, round-the-clock lead management.