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HomeIntegration of website forms with CRM/email listMarketing & EngagementIntegration of website forms with CRM/email list

Integration of website forms with CRM/email list

Purpose

 1.1. Automate transmission of website form submissions to CRM and email list platforms for streamlined lead capturing, follow-up, and segmentation.
 1.2. Eliminate manual data entry errors, accelerate visitor communication, and personalize museum marketing based on form-driven user interests.
 1.3. Centralize all audience interaction data to unify engagement efforts across campaigns, tours, membership drives, and events.
 1.4. Enable real-time notifications to marketing and education teams when new aviation enthusiasts, donors, or school groups express interest.

Trigger Conditions

 2.1. Submission of any web form (contact, newsletter signup, event RSVP, feedback) on the aviation history museum site.
 2.2. Detection of new form entries matching specific criteria (keywords, source page, time of day, etc.).
 2.3. Scheduled batch processing of accumulated form entries at set intervals.

Platform Variants

 3.1. Salesforce CRM
  • Feature/Setting: Web-to-Lead endpoint; configure form to POST data to custom Salesforce Lead endpoint.
 3.2. HubSpot
  • Feature/Setting: Forms API; POST submissions to /forms/v2/submit with portal and form GUID.
 3.3. Zoho CRM
  • Feature/Setting: Lead/Contact API; use POST /crm/v2/Leads and map fields.
 3.4. Microsoft Dynamics 365
  • Feature/Setting: Web API; use POST /api/data/v9.0/leads with form field mapping.
 3.5. Pipedrive
  • Feature/Setting: Deals/Persons API; POST to /persons or /deals with web form fields.
 3.6. Mailchimp
  • Feature/Setting: Lists/Members API; POST to /lists/{list_id}/members for subscriber creation.
 3.7. Constant Contact
  • Feature/Setting: Contacts API v3; add POST /contacts with extracted form fields.
 3.8. ActiveCampaign
  • Feature/Setting: Contact sync via POST /api/3/contacts; apply tags based on form context.
 3.9. Campaign Monitor
  • Feature/Setting: Subscribers API; use /subscribers/{listid} endpoint to add emails.
 3.10. Klaviyo
  • Feature/Setting: API v2 Identify endpoint; POST to https://a.klaviyo.com/api/identify with profile info.
 3.11. Sendinblue (Brevo)
  • Feature/Setting: Contacts API; use POST /v3/contacts with mapped web form fields.
 3.12. Marketo
  • Feature/Setting: REST API – Leads; POST to /rest/v1/leads.json with data from the form.
 3.13. Freshsales
  • Feature/Setting: Contacts API; POST /api/contacts to create a new record.
 3.14. Google Sheets
  • Feature/Setting: Sheets API Append; POST new row for each web form submission.
 3.15. Airtable
  • Feature/Setting: Records API; POST to /v0/{baseId}/{tableName} with visitor details.
 3.16. Zoho Campaigns
  • Feature/Setting: Add new subscriber using /campaigns/api/addcontact.
 3.17. GetResponse
  • Feature/Setting: Contacts API v3; POST /v3/contacts to add web signups.
 3.18. Emma
  • Feature/Setting: Members endpoint; POST to /audiences/{account_id}/members.
 3.19. Intercom
  • Feature/Setting: Contacts API; POST to /contacts for web visitor creation.
 3.20. Drip
  • Feature/Setting: Subscribers API; POST to /v2/{account_id}/subscribers with mapping to web data.
 3.21. SendGrid
  • Feature/Setting: Marketing Contacts API; PUT to /v3/marketing/contacts.

Benefits

 4.1. Ensures all potential patrons, donors, and educators receive timely information with no leads lost.
 4.2. Speeds up staff response for educational group tours, membership inquiries, and event RSVPs.
 4.3. Segments audience data automatically for targeted aviation-themed campaigns.
 4.4. Creates a single, accurate source of truth for all marketing interactions.
 4.5. Frees up museum staff to focus on in-person engagement and programming quality.

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