Web to Lead in Salesforce – DIY in 4 steps

Introduction

If you are looking to capture leads from your website and automatically route them to Salesforce, then Web to Lead is the feature for you. With Web-to-Lead, you can create a custom lead capture form that integrates with Salesforce, allowing you to collect lead data and automatically create a new lead record in your Salesforce account.

Web to Lead is a powerful feature for businesses that want to streamline their lead generation process and ensure that every lead is captured and followed up on in a timely manner. By automating the lead capture process, you can save time and resources while also improving your conversion rates.

In the following sections, we’ll explore how Web-to-Lead works, how to set it up in Salesforce, best practices for using it effectively, and more. Whether you’re new to Salesforce or a seasoned user, this guide will provide you with the knowledge and skills you need to succeed with Web to Lead.

Setting Up Web to Lead in Salesforce

To get started with Web to Lead, you’ll need to create a lead capture form and configure it to work with Salesforce. Here are the steps you’ll need to follow:

Creating a Web to Lead form

The first step is to create a Web to Lead form that will capture lead data from your website. In Salesforce, navigate to the Lead section and click on the Web-to-Lead option in the left-hand menu. Here, you can create a new Web to Lead form by selecting the fields you want to include in your form and generating the HTML code to embed the form on your website. Learn more about how to create web to lead form in salesforce.

Salesforce Web to Lead Recaptcha

First, we need to create reCAPTCHA API keys for our website. To do this click here to open Google’s reCAPTCHA site.

step 1: Create WEB-TO-LEAD using reCaptcha

Click the ” Create Web-To-Lead ” button to create a new form.

Then Select the reCaptcha API Key Section, give the “Site key” and “Secret key” and save the details.

Then Click the Generate button, Copy the HTML code to the HTML file and run it in localhost.

Step 2: Run Code in Localhost

Run the Code in LocalHost. After running the code you will see a form which you have to fill and Check the Checkbox and Submit it.

Step 3: New Lead is Created

After submitting the Form, Open the Org and Verify that a new lead is created.

Customizing form fields

Once you’ve created your Web to Lead form, you can customize the form fields to collect the information that’s most relevant to your business. You can add, remove, and reorder fields as needed, and you can also specify which fields are required and which are optional directly in HTML.

Assigning Lead ownership

In Salesforce, leads are typically assigned to a specific user or team for follow-up. To ensure that your leads are routed to the right people, you’ll need to specify the default lead owner for your Web to Lead form. You can also set up rules to automatically assign leads based on criteria such as geography, industry, or other attributes. Check out details how to setup Assignment Rules.

Setting up Lead assignment rules

In addition to assigning leads based on default owners, you can also set up lead assignment rules that will automatically route leads to the right people based on predefined criteria. For example, you could create a rule that assigns leads from a specific industry to a particular sales rep.

Enabling spam filtering

To prevent spam and fraudulent submissions, Salesforce includes built-in spam filtering for Web to Lead forms. You can configure this feature to block submissions from known spam sources and to require users to pass a CAPTCHA test before submitting the form.

By following these steps, you can set up a Web to Lead form that will capture lead data from your website and route it to the right people in your organization for follow-up. In the next section, we’ll look at how to use Web to Lead for lead capture.

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What to do After creating Web to Lead Form?

Once you’ve set up your Web to Lead form in Salesforce, you’re ready to start capturing leads from your website. Here’s how to use Web to Lead for lead capture:

Embedding the Web to Lead form on your website

To start capturing leads, you’ll need to embed the Web to Lead form on your website. You can do this by copying and pasting the HTML code generated by Salesforce into your website’s code.

Testing the Web to Lead form

Before you start promoting your Web to Lead form, it’s important to test it to make sure it’s working correctly. You can do this by submitting test leads through the form and verifying that they’re being captured and routed to Salesforce as expected.

Handling duplicate leads

One common issue with Web to Lead is the potential for duplicate leads. To avoid creating duplicate records in Salesforce, you can configure Web to Lead to check for existing leads before creating new ones. This will help ensure that each lead is only captured once.

Adding leads to Salesforce campaigns

If you’re using Salesforce campaigns to track your lead generation efforts, you can also add leads captured through Web to Lead to your campaigns. This will help you measure the effectiveness of your Web to Lead form and track your ROI.

If you wanna make it easy to collect leads and send them to the right team members, try using the Web to Lead form. We’ll give you some tips on how to use it effectively in the next section.

Best Practices for Using Web to Lead Effectively

To get the most out of Web to Lead, it’s important to follow best practices for lead capture and management. Here are some tips for using Web to Lead effectively:

Keep your form simple

When designing your Web to Lead form, it’s important to keep it as simple as possible. The more fields you include, the more likely users are to abandon the form or submit inaccurate information. Stick to the most essential fields and make sure they’re clearly labeled and easy to fill out.

Test your form regularly

Even after you’ve tested your Web to Lead form initially, it’s important to continue testing it on a regular basis. This will help you catch any issues or bugs before they impact your lead-generation efforts.

Monitor your leads closely

Once leads start flowing in through your Web to Lead form, it’s important to monitor them closely and follow up on them in a timely manner. Make sure your team is alerted to new leads as they come in, and set up a system for prioritizing and assigning leads based on their quality and potential.

Use automation where possible

To further streamline your lead generation process, consider using automation tools to handle repetitive or time-consuming tasks. For example, you could set up automated email responses for new leads or use lead-scoring tools to prioritize leads based on their level of engagement.

Continuously optimize your form and process

Finally, it’s important to continuously optimize your Web to Lead form and lead management process based on data and feedback. Use analytics tools to track the performance of your form and adjust it as needed to improve conversion rates. Solicit feedback from your team and your leads to identify areas for improvement and refine your process over time.

By following these best practices, you can use Web to Lead to capture and manage leads effectively, improving your conversion rates and maximizing the ROI of your lead generation efforts.

How to make form Look better

We can make the Form Look better by Adding CSS style to it. Here is the Sample Code:

<title>Contact Form</title>

<style>
body {
	font-family: Arial, sans-serif;
	background-color: #f5f5f5;
	margin: 0;
	padding: 0;
	display: flex;
	justify-content: center;
	align-items: center;
	height: 100vh;
}

.form-container {
	background-color: #fff;
	padding: 20px;
	border-radius: 8px;
	box-shadow: 0 0 10px rgba(0, 0, 0, 0.1);
	max-width: 400px;
	width: 100%;
}

label {
	font-weight: bold;
}

input[type="text"] {
	width: 100%;
	padding: 10px;
	margin: 5px 0 15px 0;
	border: 1px solid #ccc;
	border-radius: 4px;
	box-sizing: border-box;
}

.g-recaptcha {
	margin-bottom: 15px;
}

input[type="submit"] {
	background-color: #4caf50;
	color: white;
	padding: 10px 20px;
	border: none;
	border-radius: 4px;
	cursor: pointer;
}

input[type="submit"]:hover {
	background-color: #45a049;
}
</style>


<div class="form-container">
   <label for="first_name">First Name</label><br>
   <br>
   <label for="last_name">Last Name</label><br>
   <br>
   <label for="email">Email</label><br>
   <br>
   <label for="company">Company</label><br>
   <br>
   <label for="city">City</label><br>
   <br>
   <label for="state">State/Province</label><br>
   <br>
   <div class="g-recaptcha" data-sitekey="XXXXXXXXXXX-iTgIkv"></div>
   <br>
</div>

Conclusion

Web to Lead is a powerful tool for capturing leads from your website and routing them directly to Salesforce, streamlining your lead generation and management process. By setting up a Web to Lead form and following best practices for lead capture and management, you can improve your conversion rates, track your ROI, and streamline your sales process.

Remember to keep your form simple, test it regularly, monitor your leads closely, use automation where possible, and continuously optimize your form and process based on data and feedback. With these strategies in place, you can use Web to Lead to generate high-quality leads and grow your business.

If you haven’t already, consider exploring other Salesforce tools for lead generation and management, such as Marketing Cloud, Pardot, and Sales Cloud. With the right tools and strategies in place, you can create a streamlined and effective sales process that drives growth and success for your business.

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