Purpose
1. Automate the capture, enrichment, and storage of leads from website forms and social channels for pond construction corporate sales teams.
2. Ensure no lead is lost by automating notifications, assignments, and follow-ups triggered by new inquiries from water feature clients.
3. Automate lead information flow into CRM, email marketing, and project management systems while triggering immediate client responses and onboarding sequences.
4. Reduce manual data entry by automatedly syncing contact details, project interests, and communication preferences across sales and onboarding automators.
Trigger Conditions
1. Automated trigger on form submission from website contact or estimating forms.
2. Automated trigger on receiving direct messages, mentions, or comments on linked social media accounts (Facebook, Instagram, LinkedIn, X/Twitter).
3. Automated trigger on leads received through third-party directory or review platforms (Houzz, Yelp, Angi).
4. Automated trigger on chatbot or conversational widget interactions embedded on pond contractor web pages.
Platform Variants
1. WordPress (WPForms)
- Feature/Setting: Webhook or API to automate lead data transmission upon form submission.
- Sample: Configure WPForms > Marketing > Webhooks > Enter endpoint URL and map fields.
2. Gravity Forms
- Feature/Setting: REST API/webhook automation for immediate export of each new submission.
- Sample: Enable Webhooks Add-On > paste webhook URL > select data fields.
3. Facebook Lead Ads
- Feature/Setting: Webhook/Graph API endpoint for automated lead data extraction.
- Sample: Create App > Marketing API > Setup Webhook > Sync leads to CRM.
4. LinkedIn Lead Gen Forms
- Feature/Setting: Automate lead capture via LinkedIn Marketing API.
- Sample: Register app > Acquire access token > Setup webhook subscription for Lead Gen Forms.
5. Instagram Direct
- Feature/Setting: Instagram Graph API for monitoring and automating replies to direct messages.
- Sample: Integrate Instagram Business Account > Use /me/messages endpoint to fetch leads.
6. HubSpot Forms
- Feature/Setting: HubSpot Forms API to automate lead push into HubSpot CRM.
- Sample: Collect API key > Use /forms/v2/submissions endpoint.
7. Typeform
- Feature/Setting: Webhooks for automating real-time lead data extraction.
- Sample: Create webhook > Add payload URL in Typeform Connect panel.
8. JotForm
- Feature/Setting: Automated post-submission webhook configuration for lead data.
- Sample: Settings > Integrations > Webhooks > Insert target URL.
9. Google Forms
- Feature/Setting: Apps Script or automated webhook via third-party connector for responses.
- Sample: Deploy Apps Script > Send POST request on submit.
10. Zoho CRM
- Feature/Setting: Zoho Form/Web-to-lead API for automating inbound lead flow.
- Sample: Automate mapping to Leads module with unique URL.
11. Salesforce
- Feature/Setting: Web-to-Lead feature/API for automated capture and assignment.
- Sample: Generate HTML form or connect via REST API.
12. Mailchimp
- Feature/Setting: Automated API or integration to add new leads to audience segments.
- Sample: POST /lists/{list_id}/members using API key.
13. ActiveCampaign
- Feature/Setting: API or form integration for automating lead-to-automation list addition.
- Sample: Use /api/3/contacts endpoint and map fields.
14. Zapier
- Feature/Setting: Webhook and task automation for multichannel lead syncing.
- Sample: Start with webhook trigger > Actions: Add lead data to desired apps.
15. Pipedrive
- Feature/Setting: Pipedrive API for automated lead insertion.
- Sample: POST /persons and /deals endpoints on new lead event.
16. Twilio SMS
- Feature/Setting: Programmable SMS API for automating lead alerts/confirmation texts.
- Sample: Send SMS via trigger event using REST API.
17. Intercom
- Feature/Setting: API/webhook for automating lead capture from web chat.
- Sample: Create automated event on new user conversation.
18. Tawk.to
- Feature/Setting: Webhook integration for direct lead extraction post-chat.
- Sample: Property Settings > Webhooks > Add URL.
19. Airtable
- Feature/Setting: Forms and API to automate lead row creation and enrichment.
- Sample: POST to /v0/{baseId}/{tableName} with lead data.
20. Microsoft Power Automate
- Feature/Setting: Workflow automation triggers from forms, emails, or social messages.
- Sample: New response trigger > Action: Add row, send notification.
Benefits
1. Automates multi-source lead aggregation, eliminating repetitive manual work.
2. Maintains higher response rates by automating instant alerts and next steps.
3. Enables automated deduplication and intelligent lead routing to sales teams.
4. Automates onboarding touchpoints, ensuring leads are not lost or mishandled.
5. Scales easily for volume spikes; adapts automated flows to new platforms with minimal effort.
6. Provides unified, error-free data for reporting and continuous improvement through automation.