Automated lead capture from website forms

Purpose

1.1 Automate lead capture from website contact or booking forms, capturing visitor data in real time for immediate engagement, targeted follow-up, and efficient segmentation for marketing campaigns.
1.2 Reduce manual data handling, improve data accuracy, and shorten response times to increase conversion rates and customer satisfaction.
1.3 Integrate captured leads with email, SMS, CRM, and marketing systems for multi-channel campaign automation.
1.4 Create a seamless pipeline from website interaction to lead nurturing for all adventure sports activities and seasonal promotions.

Trigger Conditions

2.1 Form submission detected on website contact, registration, or inquiry forms.
2.2 Custom field validation complete (e.g., valid phone number or email).
2.3 Consent checkbox accepted by user, if required for marketing.
2.4 Lead scoring criteria matched (optional, e.g., interest in group activities).
2.5 New entry in website database or form response spreadsheet.

Platform variants

3.1 Salesforce Web-to-Lead
• Feature: Web-to-Lead
• Setting: Configure the lead capture form to POST data directly to Salesforce’s Web-to-Lead endpoint.
3.2 HubSpot
• Feature: Forms API
• Setting: Set up embedded HubSpot forms or trigger workflows on HubSpot Forms API submission.
3.3 Zoho CRM
• Feature: Webforms
• Setting: Configure Zoho CRM Webform with field mapping and notify workflow on submission.
3.4 Mailchimp
• Feature: Signup Forms > Audiences API
• Setting: Connect website forms to Mailchimp Audience using API key, subscribing new contacts automatically.
3.5 ActiveCampaign
• Feature: Forms/Contacts API
• Setting: Use ActiveCampaign API to create or update contacts from form submission.
3.6 Google Sheets
• Feature: Google Forms/Sheets API
• Setting: On form submit, write new leads to a Google Sheet using Apps Script or Sheets API trigger.
3.7 Slack
• Feature: Incoming Webhooks
• Setting: Send new lead notification to dedicated Slack channel using webhook on each valid submission.
3.8 Gmail
• Feature: SMTP API
• Setting: Configure email notification with captured lead data sent via SMTP API on submit.
3.9 Pipedrive
• Feature: Leads API
• Setting: Push new lead details to Pipedrive using Add Lead API endpoint.
3.10 Trello
• Feature: Cards API
• Setting: Create a new card on a “Leads” board using Trello API when form is submitted.
3.11 Airtable
• Feature: API
• Setting: Insert form data into Airtable base via POST to the Airtable REST API.
3.12 Intercom
• Feature: Lead API
• Setting: Register new leads in Intercom workspace with POST to /contacts endpoint.
3.13 Twilio
• Feature: SMS API
• Setting: Send welcome or notification SMS via Twilio programmable SMS on new lead capture.
3.14 Facebook Ads
• Feature: Lead Ads Webhooks API
• Setting: Sync Facebook Lead Ad submissions with backend using Webhooks.
3.15 Typeform
• Feature: Webhooks/API
• Setting: Trigger workflow on Typeform submission using webhook or API.
3.16 Jotform
• Feature: Webhooks
• Setting: Forward Jotform submission data via webhook to system for processing.
3.17 Microsoft Dynamics 365
• Feature: Web API
• Setting: Use Dynamics 365 Web API to insert new lead into CRM.
3.18 SendGrid
• Feature: Email API
• Setting: Trigger confirmation or notification email to lead via SendGrid Transactional API.
3.19 ClickUp
• Feature: Tasks API
• Setting: Create “Follow Up” task in ClickUp on each new qualified lead.
3.20 Monday.com
• Feature: Items API
• Setting: Add new board item for each lead using Monday API on form event.

Benefits

4.1 Capture and respond to new adventure activity inquiries instantly for higher engagement.
4.2 Eliminate manual entry, reducing errors and freeing staff for customer-centric tasks.
4.3 Enable rapid segmentation for targeted marketing (e.g., zipline, rafting, climbing events).
4.4 Unify lead intake, notifications, and nurturing across all adventure activities in one automated workflow.
4.5 Scale marketing efforts for peak seasons or group events without additional manual hours.