Automated integration of sales inquiries from third-party platforms

Purpose

1.1 Automate the integration of sales inquiries from multiple third-party platforms to unify lead capture, notification, and tracking for measuring instrument suppliers in wholesale.
1.2 Provides automated syncing, deduplication, and aggregation of incoming sales and lead requests across diverse industry sources.
1.3 Ensures no sales inquiry is missed by automatically capturing and routing all leads into a chosen sales CRM, automating follow-up, and analytics reporting.
1.4 Automates company-wide visibility for real-time response, automating status updates for teams and sales managers.

Trigger Conditions

2.1 Automated trigger on receiving new inquiry messages via email, webhook, or API.
2.2 Trigger when new form submissions are made on external vendor portals or listing sites.
2.3 Automatically triggered on customer chat requests or social media DMs about measure instrument products.
2.4 Trigger on new entries in cloud spreadsheets or CSV uploads related to sales inquiries.

Platform Variants

3.1 Salesforce
• Feature/Setting: Automate incoming lead creation via Salesforce REST API (POST /services/data/vXX.X/sobjects/Lead).
3.2 HubSpot
• Feature/Setting: Auto-capture with HubSpot Forms API (POST /submissions/v3/integration/submit) for leads from external forms.
3.3 Zoho CRM
• Feature/Setting: Lead Insert API (POST /crm/v2/Leads) to automate entry on external inquiry submissions.
3.4 Pipedrive
• Feature/Setting: Automate lead insertion using Pipedrive API (POST /leads).
3.5 Mailchimp
• Feature/Setting: Automate lead list addition via Mailchimp Lists API (POST /lists/{list_id}/members).
3.6 Google Sheets
• Feature/Setting: Automate data insertion with Google Sheets API (spreadsheets.values.append) on new inquiries.
3.7 Slack
• Feature/Setting: Automate channel notification with Slack Incoming Webhooks for new leads.
3.8 Microsoft Teams
• Feature/Setting: Automate lead alerts with Teams Connector (Send message to channel action).
3.9 Airtable
• Feature/Setting: Automate adding new records using Airtable API (POST /v0/{baseId}/{tableName}).
3.10 Intercom
• Feature/Setting: Automate conversation creation with Intercom Conversations API (POST /conversations).
3.11 WhatsApp Business API
• Feature/Setting: Automate intake with Webhook for incoming messages; automate responses to inquiries.
3.12 Facebook Messenger
• Feature/Setting: Automate lead monitoring with Messenger Webhook and Graph API (/v12.0/me/messages).
3.13 LinkedIn Lead Gen Forms
• Feature/Setting: Automate lead capture using LinkedIn Marketing API (/adLeadGenForms/{form id}/leads).
3.14 Gmail
• Feature/Setting: Automate new inquiry parsing with Gmail API (watch for new messages, GET /messages).
3.15 Outlook/Office365
• Feature/Setting: Automate with Microsoft Graph API (POST /me/sendMail, GET /me/messages).
3.16 Shopify
• Feature/Setting: Automate web inquiry capture with Shopify Admin API (POST /admin/api/2022-04/customers.json).
3.17 WooCommerce
• Feature/Setting: Automate new customer intake via WooCommerce REST API (POST /wp-json/wc/v3/customers).
3.18 Webflow
• Feature/Setting: Automate Webflow Form Submission Webhooks (POST event handling).
3.19 Typeform
• Feature/Setting: Automate new response capture via Typeform Webhooks or Responses API.
3.20 JotForm
• Feature/Setting: Automate entry via JotForm Webhooks for every new submission.

Benefits

4.1 Automates manual entry, reducing data loss and errors.
4.2 Ensures every sales inquiry from any source is automatedly captured and centralized.
4.3 Automates cross-platform alerting and follow-up, accelerating response time.
4.4 Enables automatable dashboards for lead tracking and analytics.
4.5 Frees up staff, enabling scaling through automation and eliminating repetitive tasks.
4.6 Automates deduplication and validation, enhancing data hygiene and sales team efficiency.
4.7 Supports automated routing, prioritization, and assignment for effective sales pipeline management.
4.8 Ensures auditability and traceability of all sales inquiries via automated logs and reports.