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Integration of new leads into CRM

Purpose

1.1. Automate the capture, standardization, and delivery of new sales leads from diverse sources into the CRM for streamlined sales automation and improved data integrity.
1.2. Automatedly sync all incoming prospect data from web forms, ads, and external platforms directly into designated fields, enhancing efficiency and minimizing manual entry errors.
1.3. Facilitate automated follow-ups, task assignment, and pipeline creation, accelerating the response process and automating lead nurturing for custom home builder sales teams.

Trigger Conditions

2.1. Automated form submission on the company website inquiries or landing pages.
2.2. Automated lead info received from Facebook Lead Ads, Google Ads, Houzz, or Zillow integrations.
2.3. Inbound SMS/calls to sales numbers that generate automated lead entries.
2.4. Incoming leads via email parsing, text messages, chatbots, or third-party real estate portals.

Platform Variants

3.1. Salesforce
• API: REST API / Lead.create() — automates creation of new lead records.
3.2. HubSpot
• Feature: Forms API — automate push of form data into CRM contact/lead lists.
3.3. Zoho CRM
• API: Leads API — automated lead insertion via POST /leads.
3.4. Pipedrive
• API: POST /deals — automate the creation of new deals/leads in pipeline.
3.5. Microsoft Dynamics 365
• API: Create a record (Leads) endpoint — automates population of lead data fields.
3.6. Keap (Infusionsoft)
• API: REST /contacts — automate new contact/lead creation.
3.7. Monday.com
• Feature: API / Create item — automates lead records on board.
3.8. Freshsales
• Endpoint: POST /api/leads — automates new lead entry.
3.9. Copper CRM
• API: POST /leads — automate ingestion of prospect details.
3.10. Insightly
• Endpoint: POST /Leads — automates lead data creation.
3.11. Apptivo
• API: Leads / createLead — automate new lead registrations.
3.12. ActiveCampaign
• API: POST /api/3/contacts — automate addition of leads to automation workflows.
3.13. Bitrix24
• API: crm.lead.add — automate lead initialization from multiple channels.
3.14. SugarCRM
• REST v11: POST /Leads — automate creation of leads in system.
3.15. Nimble
• API: POST /contacts — automates lead import.
3.16. Close CRM
• API: POST /lead — automates lead registration and task triggering.
3.17. Pipefy
• API: Create Card (pipe specific) — automate new lead cards.
3.18. Airtable
• API: POST /v0/{baseId}/{tableName} — automates storing and triggering workflows on new leads.
3.19. Crelate
• API: POST /api/v1/contacts — automate creation of prospect records.
3.20. HighLevel
• API: POST /contacts/ — automate lead ingestion with event triggers.
3.21. Google Sheets
• API: Append cells — automate logging of incoming leads and trigger CRM push.
3.22. Mailchimp
• Endpoint: POST /lists/{list_id}/members — automate addition of leads to CRM-linked mailing list.
3.23. Marketo
• REST API: POST /rest/v1/leads — automate capturing and nurturing new leads.

Benefits

4.1. Automates the entry and routing of leads, cutting response times and boosting win rates.
4.2. Ensures automatable, real-time push of accurate, up-to-date prospect data into sales pipelines.
4.3. Reduces manual tasks, automates notifications, and enhances data-driven decision making.
4.4. Improves compliance and standardized data capture with automated workflow logic.
4.5. Scales with business growth, automating multiple channel integrations simultaneously.

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