Form Automation & Lead Generation System

Multi-Platform Form Development & Automated Sales Pipeline

Form development and automation system using SurveyMonkey, integrated with Zapier and Salesforce to streamline lead capture, opportunity creation, and revenue generation across multiple fan engagement touchpoints.

Platform Overview

Designed and implemented a variety of forms and surveys that automatically process submissions through automation workflows, and converts prospects into revenue-generating opportunities. The system seamlessly integrates form platforms with CRM automation to maximize conversion rates and sales team efficiency.

System Capabilities

  • Automated lead processing and opportunity creation through Zapier and Salesforce integration
  • Intelligent form routing and manager notification systems for rapid response
  • Comprehensive analytics and conversion tracking across the entire sales funnel
  • Scalable automation workflows supporting multiple event types and fan engagement scenarios

Form Portfolio & Applications

Created specialized forms for diverse fan engagement scenarios, each optimized for specific conversion goals and integrated with tailored automation workflows to maximize effectiveness and response rates.

Ticket Interest Forms

Capture prospect information for season tickets, group sales, and premium experiences with automated opportunity creation and immediate manager notification.

Sweepstakes & Activations

Promotional forms for fan engagement campaigns, prize drawings, and marketing activations.

Member Events

Exclusive member event RSVPs and VIP experience bookings with automated waitlist management and capacity tracking.

Post-Match Surveys

Fan experience feedback collection with automated analysis, sentiment tracking, and follow-up action item creation for service improvements.

Corporate Interest

B2B special events inquiry forms with automated lead qualification and executive team routing for high-value prospects.

Ticket Interest Forms - Deep Dive

The ticket interest form system represents the cornerstone of our digital lead generation strategy, converting website visitors and campaign prospects into qualified sales opportunities through sophisticated automation workflows and immediate response protocols.

Automated Processing Workflow

1
Form Submission
Prospect completes interest form with contact details and preferences
SurveyMonkey
2
Lead Creation
Automated Submission-to-Lead creation into Salesforce
Zapier
3
Opportunity Creation
Salesforce workflow to automate lead-to-opportunity creation in Salesforce with lead source tracking
Salesforce
4
Manager Notification
Instant workflow email alerts to appropriate ticketing managers with prospect details and opportunity link for easy forwarding/assignment
Salesforce

Automation Architecture & Integration

The system leverages sophisticated automation workflows connecting SurveyMonkey with Salesforce through Zapier, creating seamless data flow and immediate response capabilities that maximize conversion opportunities.

Advanced Automation Features

  • Conditional Routing - Dynamic form routing based on interest type
  • Smart Deduplication - Automatic duplicate detection with merge logic and preference management
  • Lead Enrichment - Integration with data services to append company and demographic information
  • Multi-touch Attribution - UTM parameter tracking and campaign source attribution for ROI analysis
  • Escalation Protocols - Automated follow-up reminders and manager escalation for uncontacted leads
  • Performance Analytics - Real-time pipeline and conversion tracking

Continuous Optimization & A/B Testing

Regular form optimization through A/B testing, user experience analysis, and conversion rate optimization ensures maximum performance and evolving best practices implementation.

Optimization Strategies

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