Client Relationship Management & Lead HandlingPurpose
1.2. Enable automated identification, enrichment, and categorization of leads into CRM systems for efficient pipeline management.
1.3. Automate ongoing tracking of lead engagement and automatable handover to sales teams for consistent follow-up and conversion.
1.4. Establish a fully automated audit trail of all inbound leads, routing activities, and status changes for compliance.
Trigger Conditions
2.2. Automate when referrals arrive via email, social media DMs, or third-party portals.
2.3. Initiate automation on new entries in referral tracking spreadsheets or cloud databases.
2.4. Automate intake when chatbot or voice bot captures inquiry details.
Platform Variants
• Feature/Setting: "Forms API" — automate with incoming form submissions posted to create new contacts.
3.2. Salesforce
• Feature/Setting: "Web-to-Lead" — automate by mapping lead fields from the website and referrals.
3.3. monday.com
• Feature/Setting: "Forms" → "Automations" — automating lead item creation from submissions.
3.4. Zoho CRM
• Feature/Setting: "Webforms API" — automate with direct lead injection into CRM pipeline.
3.5. Google Sheets
• Feature/Setting: Sheets API — automate appending new rows per detected referral.
3.6. Pipedrive
• Feature/Setting: "LeadBooster Chatbot" / "Web Form capturing" — automate lead creation.
3.7. Typeform
• Feature/Setting: Webhooks — automate posting responses for backend processing.
3.8. JotForm
• Feature/Setting: HTTP Webhooks — automate lead data transfer on form completion.
3.9. Gravity Forms (WordPress)
• Feature/Setting: "Webhooks Add-On" — automate data push on entry.
3.10. Wufoo
• Feature/Setting: "Webhook integration" — automate JSON data transfer to lead system.
3.11. Mailchimp
• Feature/Setting: "Add Contact API" — automate newsletter lead opt-in entries.
3.12. Intercom
• Feature/Setting: "Leads API" — automate lead sync from chat to CRM/software.
3.13. Zendesk Sell
• Feature/Setting: Webhooks — automate new lead insertion.
3.14. Airtable
• Feature/Setting: "Forms" with "Automations" to create/update lead records.
3.15. Slack
• Feature/Setting: "Incoming Webhooks" — automate posting new lead alerts to channels.
3.16. Microsoft Dynamics CRM
• Feature/Setting: "Lead Creation API" — automate from external inputs.
3.17. LinkedIn Lead Gen
• Feature/Setting: "Lead Gen Forms API" — automate retrieval and central storage.
3.18. Facebook Lead Ads
• Feature/Setting: Lead Ads API — automate actual-time capture and push to CRM.
3.19. Trello
• Feature/Setting: "Card creation via API" — automate adding lead cards for assignment.
3.20. Notion
• Feature/Setting: "Database API" — automate page or database entry per new lead.
3.21. Twilio
• Feature/Setting: "SMS Webhook" — automate lead capture from inbound messages.
3.22. SendGrid
• Feature/Setting: "Inbound Parse Webhook" — automate processing of referral emails into leads.
3.23. Freshsales CRM
• Feature/Setting: "API Create Lead" — automate intake from various front-end channels.
3.24. ActiveCampaign
• Feature/Setting: "Contact Automations" — automate workflow on contact creation via form or import.
Benefits
4.2. Automates filtering, enrichment, and deduplication reducing manual labor in lead management.
4.3. Improves response time and automates multi-channel aggregation—no lead is lost.
4.4. Allows automated analytics and reporting on top referral channels and campaign performance.
4.5. Automates reminders, assignment, and auditing, supporting compliance and operational scaling.