CRM record creation and updates

Purpose

1.1. Automate creation and updates of CRM records to centralize and streamline lead intake and management for divorce legal service providers.
1.2. Automatically collect, structure, and update client and case data in real time, eliminating manual entry and reducing errors.
1.3. Facilitate tracking of lead sources, inquiry details, document submissions, and interaction history in a single automated workflow.
1.4. Ensure timely follow-ups, status changes, and documentation for regulatory and quality assurance.
1.5. Enable scalable onboarding, nurturing, and progression of divorce leads without repetitive clerical work.

Trigger Conditions

2.1. New incoming leads from web forms, chat, phone, or email.
2.2. Status changes for existing leads (e.g., consultation booked, documents submitted).
2.3. Manual data entry by staff into intake spreadsheets or forms.
2.4. API/webhook calls from third-party tools.
2.5. Bulk data imports or scheduled integration syncs.

Platform Variants

3.1. Salesforce
• Feature/Setting: REST API - Configure `POST /services/data/v{version}/sobjects/Lead/` for new record; `PATCH /services/data/v{version}/sobjects/Lead/{LeadID}` for updates.

3.2. HubSpot
• Feature/Setting: Contacts API - Use `Create or Update a Contact` endpoint, automate mapping of source fields to custom properties.

3.3. Zoho CRM
• Feature/Setting: Leads Module API - Automate record creation via `POST /crm/v2/Leads`; update with `PUT /crm/v2/Leads/{id}`.

3.4. Pipedrive
• Feature/Setting: Persons API and Deals API - Automate `POST /persons` or `POST /deals` for new entries, updates via `PUT /persons/{id}`.

3.5. Microsoft Dynamics 365
• Feature/Setting: Web API - Automate with `POST /api/data/v9.1/leads` and updates using `PATCH`.

3.6. Freshsales
• Feature/Setting: Leads API - Automate with `POST /api/leads` and updates with `PUT /api/leads/{lead_id}`.

3.7. Copper CRM
• Feature/Setting: People API - Automates via `POST /people` for new contacts, `PUT /people/{id}` for updates.

3.8. Insightly
• Feature/Setting: Contacts API - Automate with `POST /Contacts` and update with `PUT /Contacts/{id}`.

3.9. Close
• Feature/Setting: Lead API - Automate with `POST /api/v1/lead/` for creation, `PUT /api/v1/lead/{lead_id}/` for updates.

3.10. Capsule CRM
• Feature/Setting: API - Automate with `POST /api/v2/parties` and updates with `PATCH /api/v2/parties/{partyId}`.

3.11. ActiveCampaign
• Feature/Setting: Contacts API - Automate with `POST /api/3/contacts` and update via `PUT /api/3/contacts/{id}`.

3.12. Keap (Infusionsoft)
• Feature/Setting: REST Contacts API - Automate via `POST /contacts` and `PATCH /contacts/{contactId}` for updates.

3.13. Agile CRM
• Feature/Setting: Contacts API - Automate with `POST /api/v1/contacts` and update via `PUT /api/v1/contacts/edit-properties`.

3.14. Vtiger CRM
• Feature/Setting: Webservices API - Automate with `create` and `update` operations for Leads module.

3.15. SugarCRM
• Feature/Setting: REST API - Automate via `POST /rest/v11_10/Leads` and updates with `PUT /rest/v11_10/Leads/{id}`.

3.16. Monday.com
• Feature/Setting: Items (Leads) API - Automate creating items on boards via GraphQL API, updates with `change_column_values`.

3.17. Bitrix24
• Feature/Setting: CRM Lead API - Automate with `crm.lead.add` and update with `crm.lead.update` methods.

3.18. Nutshell
• Feature/Setting: Leads API - Automate with `POST /api/v1/leads`, update leads with `PUT /api/v1/leads/{id}`.

3.19. Apptivo
• Feature/Setting: Leads API - Automate with `POST /leads` and update using `PUT /leads/{leadId}`.

3.20. Streak CRM (for Gmail)
• Feature/Setting: Pipelines API - Automate with `POST /v1/pipelines/{pipelineKey}/boxes` for new, `PATCH /v1/boxes/{boxKey}` updates.

Benefits

4.1. Automate rapid data capture, reducing intake friction and minimizing lost leads.
4.2. Automates instant lead qualification and assignment based on rules.
4.3. Eliminates human errors and duplicate records with automated deduplication logic.
4.4. Automating follow-ups and next-step reminders, improving conversion rates.
4.5. Enables automatable reporting for compliance and business intelligence by automating the logging of every touchpoint.
4.6. Unlocks capacity to handle larger caseloads without scaling overhead.
4.7. Standardizes and automates documentation trails and audit logs for legal transparency.
4.8. Automator triggers for status-based automations (such as notifications to attorneys or clients).
4.9. Automated integration with e-sign, billing, and scheduling platforms for full lead-to-client automation.
4.10. Future-proofs intake processes and offers fully automatable workflows as business needs evolve.