A web to lead represents a website visitor that has put their information into a web form including their contact details such as email address.
Getting high-quality workable web leads requires attracting the right visitors by engaging them with top-quality and useful customer information.
The whole process of utilizing a form to obtain your visitors data can improve your business in different manners such as increasing your sales, etc.
In todays article, I will talk about web to lead in detail, teach you how to create a web to lead form, and much more, so lets begin right away.
A web to lead is a key part of sales and marketing automation. The sole purpose of a web to lead form is to grab the information provided by website visitors like product interest and contact details and store it as a â€œLeadâ€ record in a CRM platform like Salesforce.
Salesforce is a cloud-based software business with headquarters in San Francisco, CA. The company has one of the most reliable customer relationship management services as well as enterprise apps focused on app development, analytics, marketing automation, and customer service.
The CRM platform works on a pay-as-you-go business model based on subscription. The data is stored in the cloud, so you can access it from anywhere, anytime. Now, lets learn how to create a Salesforce web to lead form and start turning your leads into sales.
If youre searching for a step-by-step guide on how to create a Salesforce web to lead form, then youre at the right spot. You can make a web to lead form utilizing FormAssembly.
First and foremost, you will need a FormAssembly account, of course, if you dont have one already. You can sign up for your free triall and a Salesforce Professional Edition account.
To save time, you can utilize the Salesforce Web to Lead templateand customize it. Or you can make a template from scratch.
If you need to alter/adjust the display options such as review response, save and resume, or reCAPTCHA or notification options like auto-responders, thank you page directs, and email notification, do so on the notification and processing pages. You can also leave this process for later.
Select the Connector option so you can land on the Connector page. Its on the left sidebar. You can also pick the Connectors right under the Configure dropdown in the form list.
Once youre done personalizing your new web to lead form, apply a Connector to the â€œForm Submittedâ€ step. Then, press â€œConfigureâ€. If you utilized the â€œSalesforce Web to Lead templateâ€, a connector will be set up for you. And all you will need to do is review it and verify it.
You can either enter your Salesforce details by hand or utilize Single Sign-On to verify your connector. If you decide to do it manually, insert your username. Then, enter your password in the appropriate input and your security token.
You can get a new token by picking â€œSetupâ€ within Salesforce. Then, select â€œReset your security tokenâ€. Once youve imported all of this data, press â€œCheckâ€. Finally, pick the â€œEnableâ€ button.
Press â€œSelect your first objectâ€. Then, pick to make a lead utilizing the options you see in the dropdown menus.
Further, you will map your fields to determine how you want the information transferred to Salesforce into the Lead record. To add extra fields, just press â€œMap Another Fieldâ€.
Finally, press the â€œSaveâ€ button. Voila! Youre finished setting up your new Salesforce connector for this form. Now, its time to test your form.
Visit the â€œPublishâ€ page, then press the link to view your form. Fill out the form and select â€œSubmitâ€. You should notice the new data in your account within a few seconds.
You can also see the Connector log to check how it mapped your information to Salesforce. Once youre certain that your form is connected to your account properly, its time to use it.
Extra approval for your submission can be checked within FormAssembly by visiting the Connector log or by checking the answer itself.
Although Ive dedicated most of this post on how to make a Salesforce web to lead form, I want to state that you can use other platforms for this purpose.
Lead information like this is crucial for understanding how your marketing is really working. Whats your opinion? Do you have some suggestions, tips, or tricks?
Or perhaps a question? Either way, drop a comment, and lets keep talking below! Also, share this article where you see fit and help other business owners.
Scroll down to read our indepth Ecommerce Lead Platforms guide. What you should know, Ecommerce Lead Platforms features, price plans and support. Pros and Cons of Ecommerce Lead Platforms as a ecommerce, everything is explained below.
Web To Lead Table of Contents
Web To Lead Shopify is a software company that specialises in ecommerce software for small to enterprise level businesses.
Web To Lead Shopify is listed as the best ecommerce software. Shopify was founded in 2006 in Ottawa, Canada and currently has over 6,124 employees registered on Linkedin.