Customer Relationship & Lead ManagementPurpose
1.2. Automate lead routing into CRM, email, task/project tools, or marketing systems, enabling immediate and automated follow-up.
1.3. Eliminate manual entry and delays, automating lead management so inquiries are not lost and follow-up is consistent and automatedly maintained.
1.4. Automatically enrich data, trigger tagging, segmentation, and assign sales agents for follow-ups, automating key customer relationship workflows.
1.5. Enable automatable syncing and notification to ensure every engine rebuilding inquiry receives a timely and automated response from the business.
Trigger Conditions
2.2. Automated new entry/response received in third-party form services (e.g., Typeform, Google Forms, JotForm).
2.3. Automated webhook event fired on "form completed" or "new submission".
2.4. Automatable API call from external website plugin or sales chatbots.
Platform Variants
• Feature/Setting: ‘Webhook’ — configure webhook URL to automate transfer of form results upon every submission.
3.2. Google Forms
• Feature/Setting: ‘Apps Script trigger’ — use `onFormSubmit` function to automate lead data extraction and send via HTTP POST.
3.3. JotForm
• Feature/Setting: ‘API Webhook’ — set endpoint for automated delivery upon new submission.
3.4. HubSpot Forms
• Feature/Setting: ‘Form API’ — connect API endpoint to automate leads into CRM.
3.5. Gravity Forms (WordPress)
• Feature/Setting: ‘Webhook Add-On’ — set endpoint for automating submissions to external systems.
3.6. Mailchimp
• Feature/Setting: ‘API v3.0 Lists/members’ — auto-add leads to audience list upon form submission.
3.7. Salesforce
• Feature/Setting: ‘Web-to-Lead’ — map HTML form fields to automatable lead creation in Salesforce.
3.8. Zoho CRM
• Feature/Setting: ‘Lead API’ — automate inserting lead records with POST to `/crm/v2/Leads`.
3.9. Pipedrive
• Feature/Setting: ‘Deals API’ — automate deal/lead creation using `/deals` or `/persons` endpoints.
3.10. Airtable
• Feature/Setting: ‘API base->table->records’ — automate POST to add new row/lead.
3.11. Slack
• Feature/Setting: ‘Incoming Webhooks’ — automate post new lead notification to channel.
3.12. Microsoft Teams
• Feature/Setting: ‘Incoming Webhook URL’ — automate posting formatted leads to selected channel.
3.13. Trello
• Feature/Setting: ‘/cards API’ — automate card creation per new lead.
3.14. Asana
• Feature/Setting: ‘Tasks API’ — automate task or project creation with lead details.
3.15. Notion
• Feature/Setting: ‘Database API’ — automate insertion of structured lead data as new page or entry.
3.16. Monday.com
• Feature/Setting: ‘Items API’ — automate item creation in board for tracking leads.
3.17. ClickUp
• Feature/Setting: ‘Tasks API’ — automate lead creation as task with custom fields.
3.18. ActiveCampaign
• Feature/Setting: ‘Contacts API’ — automate adding contact; trigger automations upon lead arrival.
3.19. SendGrid
• Feature/Setting: ‘Mail Send API’ — automate confirmation/notification emails to leads.
3.20. Twilio
• Feature/Setting: ‘SMS API’ — automate sending instant SMS notification to business or lead on submission.
Benefits
4.2. Automates timely follow-ups via email, SMS, or assigned agent workflows.
4.3. Automatedly enriches and standardizes incoming data for downstream processing.
4.4. Automates notifications, so no lead is overlooked in engine rebuilding service context.
4.5. Automates integration across channels and CRMs, enabling scalable customer management.
4.6. Automates updating of project, sales, or marketing boards ensuring all stakeholders are aligned.
4.7. Provides automatable triggers for nurturing workflows and segmentation for future remarketing.