Automated lead capture from website forms

Purpose

1. Automates real-time lead capture from website forms for a door shop, eliminating manual entry, reducing delays, and ensuring every inquiry is promptly followed up.

2. Enables automated data routing to CRM, email marketing, SMS, internal notifications, analytics, and follow-up pipelines, supporting high-volume retail activity in the building materials industry.

3. Automating the categorization, tagging, and scoring of captured leads to accelerate sales response and segment leads by product interest, such as residential, commercial, glass, or security doors.

Trigger Conditions

1. Automated trigger when a website visitor submits a contact, quote, or inquiry form.

2. Form submission validations, such as required fields or email verification, completed successfully.

3. Form submission originates from dedicated landing pages or product detail pages.

4. Automated periodic polling or webhook event based on site builder or platform integration.

Platform Variants

1. Salesforce

• Feature/Setting: Web-to-Lead; configure web forms to push new leads automatedly via REST API endpoint "/services/data/vXX.X/sobjects/Lead/".
  

2. HubSpot

• Feature/Setting: Forms API; configure automated lead posting to "https://api.hsforms.com/submissions/v3/integration/submit".
  

3. Zoho CRM

• Feature/Setting: Webform; set up automated form-to-module mapping with Zoho CRM API endpoint "/crm/v2/Leads".
  

4. Mailchimp

• Feature/Setting: Connected Sites automation; integrate automated lead collection and list growth via Connected Sites dashboards.
  

5. Google Sheets

• Feature/Setting: Apps Script / Sheets API; automate pushing form payload to specific worksheet for spreadsheet-based tracking.
  

6. Microsoft Dynamics 365

• Feature/Setting: Automated Form Capture using Dynamics Web API endpoint "/api/data/v9.1/leads".
  

7. Pipedrive

• Feature/Setting: LeadBooster/Forms; automate direct post to pipeline via API endpoint "/api/v1/leads".
  

8. Marketo

• Feature/Setting: Forms 2.0 API; configure to automate inbound lead sync at endpoint "/rest/v1/leads.json".
  

9. Intercom

• Feature/Setting: Leads API; automate capture using endpoint "https://api.intercom.io/contacts" for new form contacts.
  

10. Freshsales

• Feature/Setting: API-driven automated lead entry at endpoint "/crm/sales/api/leads" upon web form submission.
  

11. SendGrid

• Feature/Setting: Automated email processing using Inbound Parse Webhook for new form alerts.
  

12. Slack

• Feature/Setting: Incoming Webhooks; automate channel notifications of new leads using "/api/chat.postMessage".
  

13. Trello

• Feature/Setting: Create Card API; automatedly open new board card on submission, using "/1/cards" endpoint.
  

14. Zendesk Sell

• Feature/Setting: Lead API; automate creation of tickets or sales leads via endpoint "/api/v2/leads".
  

15. ActiveCampaign

• Feature/Setting: Automations & Forms API; submit captured leads to "https://.api-us1.com/api/3/contacts".
  

16. Airtable

• Feature/Setting: Airtable API; automatedly append rows to table for every new form submission.
  

17. Notion

• Feature/Setting: Database API endpoint "/v1/pages" to automate creation of new lead entries on a target database.
  

18. Twilio SMS

• Feature/Setting: Automated SMS notification; send via "Messages" API endpoint "/2010-04-01/Accounts/{AccountSid}/Messages.json".
  

19. ClickUp

• Feature/Setting: Task API; automate new task creation for lead follow-up with "/api/v2/task".
  

20. Monday.com

• Feature/Setting: Items API; automatedly add new item to sales board via "create_item" mutation.
  

21. Asana

• Feature/Setting: Automated task creation using "POST /tasks" with lead details from form.
  

22. Keap (Infusionsoft)

• Feature/Setting: REST API "/crm/rest/v1/contacts" endpoint for automated new contact import.
  

23. Insightly

• Feature/Setting: API "/v3.1/Leads" to automate capturing and storing new entries.
  

Benefits

1. Automates error-free, instant lead registration and routing.

2. Dramatically reduces sales response lag, automating first touch outreach.

3. Automated segmentation improves follow-up targeting and sales workflow.

4. Integrates with nearly any stack via automator workflow tools and APIs.

5. Fully automatable process streamlines retail door shop customer engagement, nurturing, and conversion.