Leads from a form or app

Enquiries arrive from many places: your website's contact form, IndiaMART, a landing page. Instead of copying each one in by hand, point the form at KretaOS. Every enquiry becomes a lead, with the message on its timeline, and the automation takes it from there.

Set it up

1. On Automations, create an automation (start from Blank).
2. Click the trigger card and choose A form or app sends a lead.
3. Add the steps you want, for example Assign owner to share the lead and Create task to call them. Press Save.
4. Press Create address. KretaOS shows your webhook address once: copy it now, it won't be shown again.
5. Paste the address into your form tool, Zapier, Make or IndiaMART bridge as the place to send new leads.
6. Switch the automation on.

Lost the address? Press Make a new address. The old one stops working at once.

What to send

Send a POST with a JSON body. It needs a name or company, plus an email or phone number:

{"name":"Ravi","company":"Northwind","email":"ravi@northwind.example","message":"Need a quote"}

Common field names from form tools and IndiaMART are understood too, such as full_name, mobile, company_name or enquiry. A source field, if you send one, is kept with the lead.

What happens to each enquiry

• Already in your book? KretaOS matches the person by email or phone and adds the enquiry to their page.
• New? A new lead is created with the email or number they gave. You can message them there; if they ask you to stop, record the opt-out on their page.
• Their message is logged on the timeline, shared with the team, and read for facts like any other touch.
• The automation runs for that lead. A new lead also counts for A new record is added triggers.

Good to know

• The address works only while the automation is on. A paused automation refuses enquiries, so your form tool can show an error.
• Keep the address private. Anyone who has it can create leads. If it leaks, make a new one.
• Send one enquiry per request. Requests are limited in size and in how many can arrive per minute, which is far above what a real form sends.

Web request: sending data out

The opposite direction is the Web request step: it sends the client's details to another app, such as a Zapier hook, with a body you write using variables like {{client.name}}. Only secure (https) addresses are allowed, and it is admin-only because it sends client data outside KretaOS.