Integration with CRM for new lead records

Purpose

1.1. To automate the creation of new CRM lead records as soon as a customer submits an inquiry for a pet moving service, ensuring no lead is missed, enables rapid response, and fully digitizes intake processes.
1.2. Automate lead data entry, unify contacts from various sources, automate notification workflows, assign leads to the correct representative, and automate tagging for campaign segmentation.
1.3. Capture lead origin (web, email, chat, phone), automate custom field mapping (pet type, route, urgency), and provide automatable audit trails for service quality and compliance.

Trigger Conditions

2.1. Webform submission on pet transport inquiry page
2.2. Automated email receipt to [email protected]
2.3. SMS received on dedicated line for quotes
2.4. Social media inbox message about service
2.5. Phone call transcribed and actionable via automated voice-to-text
2.6. Third-party listing (e.g., PetRelocation) submission
2.7. Chatbot conversation with “Request Quote” intent
2.8. Mobile app inquiry submission
2.9. Partnership referral integration
2.10. API push from affiliate networks

Platform Variants

3.1. Salesforce
• Feature/Setting: REST API / Lead Creation; automate POST /services/data/vXX.X/sobjects/Lead with mapped request body.
3.2. HubSpot
• Feature/Setting: CRM API / Create Contact; automate POST https://api.hubapi.com/crm/v3/objects/contacts with lead payload.
3.3. Zoho CRM
• Feature/Setting: Leads API / Insert Records; automate POST /crm/v2/Leads with JSON data structure.
3.4. Microsoft Dynamics 365
• Feature/Setting: Web API / Create new_lead entity, automate POST to /api/data/v9.1/leads.
3.5. Pipedrive
• Feature/Setting: Persons API / Create Person; automate POST /v1/persons with inquiry data.
3.6. Freshsales
• Feature/Setting: API v2 / Create Lead Endpoint; automate POST /api/contacts.
3.7. Copper
• Feature/Setting: People API / automates new record via POST /v1/people.
3.8. Insightly
• Feature/Setting: Leads API / automate add lead record through POST /v3.1/Leads.
3.9. Keap (Infusionsoft)
• Feature/Setting: REST /contacts; automates POST to /crm/rest/v1/contacts.
3.10. SugarCRM
• Feature/Setting: REST API / Module=Leads; automate POST /rest/v11_14/Leads.
3.11. Nimble
• Feature/Setting: Contacts API / automate POST /api/v1/contacts.
3.12. ActiveCampaign
• Feature/Setting: Contacts API / automate POST /api/3/contacts for new lead.
3.13. Monday.com
• Feature/Setting: Lead Boards / GraphQL API to automate mutation create_item.
3.14. Close
• Feature/Setting: Leads API / automate POST /api/v1/lead/.
3.15. Streak (Gmail CRM)
• Feature/Setting: Pipelines API / automate POST /v1/pipelines/{pipelineKey}/boxes.
3.16. Agile CRM
• Feature/Setting: Contacts API / automate POST /dev/api/contacts.
3.17. Pipefy
• Feature/Setting: Cards API / automate GraphQL mutation createCard on “Leads” pipe.
3.18. Bitrix24
• Feature/Setting: CRM Lead API / automate via POST /rest/crm.lead.add.json.
3.19. Apptivo
• Feature/Setting: Leads API / automate POST /api/leads.
3.20. Sellsy
• Feature/Setting: Prospects API / automate POST /leads/create.
3.21. Highrise
• Feature/Setting: People API / automate POST /people.xml with contact details.
3.22. Capsule CRM
• Feature/Setting: Parties API / automate POST /api/v2/parties.
3.23. Nutshell
• Feature/Setting: Leads API / automate POST /api/v1/leads.
3.24. SuiteCRM
• Feature/Setting: REST v8 API / automate POST /Api/V8/module/Leads.

Benefits

4.1. Automates repetitive lead entry, maximizes inquiry-to-lead conversion speed, and eliminates manual errors.
4.2. Automated lead assignment and instant notification accelerates pet mover response time and boosts client satisfaction.
4.3. Automated data enrichment and tagging improves segmentation and future workflow automations.
4.4. Unifies diverse inquiry channels into one automatable, real-time CRM pipeline.
4.5. Enables full automation analytics for lead sources, campaign effectiveness, and service quality tracking.
4.6. Reduces missed revenue by automating intake on every inquiry point, vastly improving operational efficiency.