Demo 04 · Conversion and CRM

Membership funnel

Public media runs on member support, so the join flow has to convert and feel like a welcome. One choice per step, clear inline validation, and a real submission. Then the plan for pushing each member to a CRM.

How it would reach your CRM

No live CRM is wired here, since that needs your own keys. But this is how I would build the hand off. It runs on free, serverless pieces.

Join formReact, accessible, validatedCaptures tier, amount, billing, name, and email.
Netlify Formssubmission captureNo backend needed. It fires a webhook on every submission.
MiddlewareNetlify FunctionMaps fields, removes duplicates by email, and adds the traffic source.
CRMSalesforce or HubSpotCreates or updates a contact and sets the membership tier and stage.

Why a middleware step?

Posting straight to a CRM from the browser leaks your API keys and locks you to one vendor. A thin serverless function keeps the keys on the server, lets you check and clean the data, and makes switching HubSpot and Salesforce a one adapter change. Same pattern as the CMS demo.