Lead Management and Customer OnboardingPurpose
1.2. Ensure compliance and eligibility by automating data collection on client risk profiles, financial background, and required documentation.
1.3. Streamline and automate the assessment process to prioritize leads based on fit, minimizing manual review.
1.4. Automate the initiation of follow-ups for incomplete or ineligible responses, supporting the onboarding workflow.
1.5. Automator intelligently integrates questionnaire responses into CRM and underwriting systems for seamless decision-making.
Trigger Conditions
2.2. Lead import into CRM from external source or campaign.
2.3. Specific campaign trigger—auto-email, inbound call, or text initiation.
2.4. On-demand trigger from a sales agent or automated call center workflow.
2.5. Pre-scheduled batch automation for high-volume intake periods.
Platform Variants
• Feature/Setting: Webhook integration; configure API to automate questionnaire dispatch and collect results (POST /forms/{form_id}/responses).
3.2. Google Forms
• Feature/Setting: Google Apps Script automation with onSubmit() trigger and automated Google Sheets data sync; enable Form Response API.
3.3. JotForm
• Feature/Setting: Automated webhook to POST completed form data to CRM endpoint; configure Notifications & Integrations panel.
3.4. HubSpot
• Feature/Setting: Workflows automation; configure Deal/Contact Workflows with trigger "Form submission" and automate enrollment logic.
3.5. Microsoft Power Automate
• Feature/Setting: Automated Flow; use "Forms: When a new response is submitted" as trigger and automation actions for follow-up.
3.6. Salesforce
• Feature/Setting: Process Builder; create automated flow triggered on Lead creation with web-to-lead API endpoint for questionnaires.
3.7. Zoho CRM
• Feature/Setting: Blueprint automation; automate sending Zoho Forms to new leads and trigger validation API.
3.8. Mailchimp
• Feature/Setting: Customer Journeys automation; trigger email questionnaire via API endpoint "POST /automations/{workflow_id}/emails/{email_id}/queue".
3.9. SurveyMonkey
• Feature/Setting: Webhook automation for survey completion, using "Configure Webhooks" to POST results to middleware or CRM endpoint.
3.10. Twilio SMS
• Feature/Setting: Automated messaging with programmable SMS API; trigger survey links or direct questions via SMS automation.
3.11. Slack
• Feature/Setting: Automated Slackbot with Workflow Builder; send form links in channel when new lead detected by API.
3.12. Intercom
• Feature/Setting: Automated Messages feature and API webhooks; send pre-qualification chatbot or message upon visitor identification.
3.13. Pipedrive
• Feature/Setting: Workflow Automation; trigger questionnaire email or SMS with Webhook action on lead creation.
3.14. ActiveCampaign
• Feature/Setting: Automations; use "Start automation on form submission" and connect to questionnaire workflow.
3.15. Zendesk
• Feature/Setting: Automated triggers; auto-send satisfaction or qualification survey via Zendesk API on ticket creation.
3.16. Calendly
• Feature/Setting: Automated Event Type Notifications; send follow-up qualification form via webhooks post-booking.
3.17. Airtable
• Feature/Setting: Automations; "When record created" trigger, send HTTP request with questionnaire link, automate status update.
3.18. Smartsheet
• Feature/Setting: Automated Workflows; trigger questionnaire form dispatch and sync results with API integration.
3.19. BambooHR
• Feature/Setting: Webhooks and automated email notification with link to pre-qualification survey on applicant record creation.
3.20. DocuSign
• Feature/Setting: PowerForms; automatically send e-sign-embedded questionnaire forms triggered by API call or envelope creation.
Benefits
4.2. Automates client data capture and pre-qualification for rapid, scalable onboarding.
4.3. Reduces human error and automates eligibility checks for compliance.
4.4. Automates notifications and escalations for incomplete submissions, improving team productivity.
4.5. Enhances lead scoring and automates workflow integration for faster conversion.