Purpose
1.2. Automates lead qualification, segmentation, and notification processes for faster response and improved campaign targeting.
1.3. Enables automation of analytics, reporting, and automated nurturing, fostering long-term customer relationships and maximizing ticket sales, event registrations, and recurring engagement.
Trigger Conditions
2.2. Data validation and duplicate checking on form submission.
2.3. Automation triggers upon receipt of user consent or marketing opt-in.
Platform Variants
3.1. Salesforce
• Feature/Setting: Web-to-Lead; configure Salesforce API to accept mapped fields from form submission endpoints.
3.2. HubSpot
• Feature/Setting: Forms API; automate inbound POST to CRM and setup workflows for automated lead assignment.
3.3. Microsoft Dynamics 365
• Feature/Setting: Dynamics Web API; configure contact entity with automated field mapping for leads.
3.4. Zoho CRM
• Feature/Setting: Web Forms and API; automate form code integration and set up API endpoint receives.
3.5. Pipedrive
• Feature/Setting: API endpoint “/leads”; automate submission mapped to Pipedrive fields for lead funnel automation.
3.6. ActiveCampaign
• Feature/Setting: Forms integration and Automations; set trigger to add or segment leads automatedly.
3.7. Mailchimp
• Feature/Setting: Connected Sites and API 3.0 “Lists/Contacts”; automate adding subscribers and tags.
3.8. Marketo
• Feature/Setting: REST API “Leads” endpoint; automate mapping for event registrations and engagement scoring.
3.9. Keap (Infusionsoft)
• Feature/Setting: API “Contacts/Add”; automate assignment to engagement workflows.
3.10. Copper CRM
• Feature/Setting: Webhooks and API “/people”; automate addition from website forms.
3.11. Freshsales
• Feature/Setting: Web Forms and API v2; automate field mapping to leads module.
3.12. Insightly
• Feature/Setting: API “Create Contact/Lead”; automate creation and tagging upon form entry.
3.13. SugarCRM
• Feature/Setting: REST API “Leads”; automate direct POST calls from web forms.
3.14. Monday.com
• Feature/Setting: Forms & API “Create Item”; automate new board item on web submission.
3.15. Airtable
• Feature/Setting: “Create Record” API; automate mapping arena form fields to base columns.
3.16. Google Sheets
• Feature/Setting: Sheets API; automate data append to lead tracking worksheet for further automated processing.
3.17. Intercom
• Feature/Setting: REST API “Contacts”; automate syncing web form data to customer messaging flows.
3.18. Slack
• Feature/Setting: Incoming Webhooks; automate posting lead notifications to sales or marketing channels.
3.19. SendGrid
• Feature/Setting: Marketing Campaigns API; automate adding new leads to nurture drips.
3.20. Twilio
• Feature/Setting: Programmable Messaging; automate SMS notifications to leads or staff upon entry.
Benefits
4.2. Enables faster, automated lead follow-up and engagement.
4.3. Supports segmentation and targeting via automated data enrichment.
4.4. Improves reporting through automated aggregation and CRM analytics.
4.5. Increases marketing ROI with streamlined, automated flows from capture to conversion, maximizing arena event engagement and sales.