Lead Capture & Client OnboardingPurpose
1.2. Automating data transfer eliminates manual entry errors and speeds up psychic client onboarding.
1.3. Automatedly captures client information for psychic readings, ensuring no lead is missed, and improves conversion.
1.4. Enables automators to trigger workflows for follow-ups, appointments, and nurture sequences after form submission.
1.5. Standardizes the lead capturing process for spiritual & astrological services, increasing efficiency and client satisfaction.
Trigger Conditions
2.2. Valid data captured (name, contact, interest; optional: birth date, inquiry topic) triggers automating entry to CRM.
2.3. Can be enhanced by automators to include specific service interests (tarot, astrology, mediumship).
2.4. Automation can be triggered on new entry, form update, or scheduled batch processing.
2.5. Automatable with integration platforms detecting form submission events or webhooks.
Platform Variants
• Function: Automate form submission trigger → Apps Script event; send response to API endpoint.
3.2. Typeform
• Feature: Webhook integration; automate sending new form responses to CRM API.
3.3. JotForm
• Setting: Post-submission webhook; automates posting data to CRM endpoint.
3.4. Gravity Forms (WordPress)
• Feature: Webhooks Add-on; configure to automate data transfer on form submission.
3.5. HubSpot Forms
• Feature: Automated Workflow; triggers CRM property update / contact creation.
3.6. Mailchimp Forms
• Feature: Automate posting to connected CRM through connected apps; use Mailchimp API.
3.7. Zoho Forms
• Setting: Automated integration with Zoho CRM; direct entry via native automation.
3.8. Salesforce Web-to-Lead
• Feature: Automatically creates CRM lead record on web form submission.
3.9. Microsoft Forms
• Setting: Power Automate flows; automates pushing form responses to Dynamics 365.
3.10. Formstack
• Feature: Automated Data Routing; set workflow to CRM API or webhook URL.
3.11. WPForms
• Setting: Webhooks or Zapier Add-on; automate CRM entry post-submission.
3.12. ActiveCampaign Forms
• Feature: Automated CRM entry through form action setting; triggers automations for follow-up.
3.13. Pipedrive Web Forms
• Setting: Native integration to automate new lead into Pipedrive deals.
3.14. Copper CRM Forms
• Feature: API endpoint configuration; automates new contact creation.
3.15. Keap (Infusionsoft) Forms
• Setting: Automator triggers campaign when a lead form is submitted.
3.16. Facebook Lead Ads
• API: Real Time Updates API; syncs leads into CRM automatedly upon capture.
3.17. Cognito Forms
• Feature: On submit, webhook automates data extraction to CRM endpoint.
3.18. Airtable Forms
• Setting: Automate with Airtable Automations or script block to push data to CRM.
3.19. Formsite
• Feature: Post Result integration; automator pushes data to CRM HTTP endpoint.
3.20. 123FormBuilder
• Setting: Automated third-party CRM connections; enable auto-send to CRM using connector.
3.21. Wufoo
• Feature: Webhook notification; automate CRM data entry on every submission.
3.22. Zapier
• Function: Automator configured to relay form submission events to CRM using hundreds of connectors.
3.23. Make (Integromat)
• Setting: Automated scenario to watch form and create CRM record instantaneously.
Benefits
4.2. Minimizes manual tasks for spiritual service teams, freeing up time for client engagement.
4.3. Ensures every automatable lead is tracked and assigned to the right psychic advisor.
4.4. Reduces lead loss, boosts onboarding automation, and enhances client experience.
4.5. Enables automators to unify lead data, supporting analytics and targeted marketing efforts.
4.6. Automating onboarding forms supports compliance and PII management in spiritual sectors.
4.7. Provides scalable, repeatable lead automation for psychic readings business growth.