How to create web-to-lead form in Salesforce

In this Salesforce tutorial, we will learn how to create a web-to-lead form in salesforce.

Digital marketing is all about getting people to your website and keeping them there for an extended period of time. And for marketing and sales teams, the best way to attract website traffic is by converting visitors into leads.

That’s where the Salesforce web-to-lead form can help you do that by allowing you to collect leads from your website and save them in Salesforce.

So, if you use Salesforce and want to learn How to create web-to-lead forms in Salesforce Lightning and Salesforce Classic step by step you’ve come to the right place.

The following are the topics that we will cover in this salesforce tutorial.

• What is Web-to-Lead in Salesforce
• When to use Web-to-Lead in Salesforce
• Advantages of Web-to-Lead in Salesforce
• Limitations of Web-to-Lead in Salesforce
• What Salesforce Web-to-Lead forms capture
• How to create Salesforce web-to-lead forms in Salesforce Lightning
• How to create Salesforce web-to-lead forms in Salesforce Classic

What is Web-to-Lead in Salesforce

In Salesforce, web-to-lead is a feature that allows the user to capture lead information directly from the website and automatically create new leads in Salesforce.

We build a custom form using the web-to-lead that can be embedded on the website. It basically allows visitors to submit their contact information and other details directly to Salesforce with the help of the form.

With the help of web-to-lead, we can reduce the amount of time and effort required to manually enter lead information into Salesforce.

By using the web-to-lead feature in salesforce, we can organize our lead capture process and also ensure that all lead information is captured accurately and consistently without any issues.

Also, salesforce will automatically create a new lead record and populate it with the information provided by the visitor when a lead is submitted through a web-to-lead form on the website,

Later we can use this information to track the lead’s progress through your sales pipeline, allowing us to manage and handle our leads.

Overall, web-to-lead is a useful Salesforce tool that may help us to automate our lead-generation procedures, enhance the quality of our leads, and boost sales and income.

Now, we will move ahead and try to understand when we need to use Web-to-Lead in Salesforce.

When to use Web-to-Lead in Salesforce

Web-to-lead is a feature in Salesforce that allows you to capture leads directly from our website and automatically create new records in Salesforce. We can use web-to-lead in Salesforce when we want to:

1. Capture leads from the website: By utilizing web-to-lead, we can easily collect lead information directly from our website without having to manually enter the data into Salesforce.
2. Streamline lead capture and management: Web-to-lead helps to automatically capture leads and create new records in Salesforce, which also save time and simplifies lead management in salesforce.
3. Improve lead quality: By capturing leads directly from the website, we can ensure that the leads we’re getting are high-quality and interested in our products or services.
4. Increase lead conversion rates: With web-to-lead, we can quickly and easily capture lead information and follow up with leads in time, and it will also help us to enhance our lead conversion rates.

Overall, web-to-lead is a robust Salesforce feature that may help us manage and capture leads more effectively, enhance lead quality, and increase lead conversion rates.

Next, we’ll try to understand the Advantages of web-to-lead in Salesforce.

Advantages of Web-to-Lead in Salesforce

There are several advantages of using web-to-lead in Salesforce, including:

• Improved lead capture: Web-to-lead allows us to capture leads directly from the website, which makes it easier and faster to capture lead information and reduces the risk of human error.
• Streamlined lead management: It also automatically adds new leads to Salesforce records, and also helps in speed up and simplify your lead management procedure.
• Increased productivity: Web-to-lead allows the sales team to focus on higher-value tasks like lead grooming and deal closing by automatically capturing and managing processes of the salesforce lead.
• Improved lead quality: By collecting leads straight from the website, we can make sure that the leads we’re getting are interested in your products or services.
• Increased conversion rates: Improved lead conversion rates can be achieved by using web-to-lead technology, it also enables us to rapidly and effectively collect lead information and follow up with leads speedily and shortly.
• Customizable forms: Web-to-lead forms can also be customized to meet our specific needs, enabling us to capture the information that’s most vital to your organization.

By utilizing web-to-lead in Salesforce, you can handle our lead management process, reduce the risk of errors, and ensure that we’re capturing high-quality leads that are more likely to convert into customers in the future.

Now, we’ll move ahead and try to overview the limitations of web-to-lead in Salesforce.

Limitations of Web-to-Lead in Salesforce

While web-to-lead is a powerful tool for capturing and managing leads in Salesforce, there are a few limitations to keep in mind, including:

• Security risks: Web-to-lead forms can be vulnerable to spam or malicious attacks, so it’s important to take appropriate security measures to protect your data.
• Limited customization: While web-to-lead forms can be customized to some extent, there are limitations to what you can do with the default form builder. If you need more advanced customization, you may need to use a third-party tool or custom development.
• Duplication of records: If a lead fills out a web-to-lead form more than once. Duplicate management policies can be implemented to remedy this, or duplicates can be avoided by using a third-party application.
• Limited validation rules: Web-to-lead forms do not by default support all of the Salesforce validation rules. If incorrect data is entered into the form, this may cause problems with the quality of the data.
• Limited support for attachments: Web-to-lead forms do not support attachments, so if we need to capture files or other attachments from leads.

Overall, web-to-lead is an effective tool for lead capture and management, it’s important to be aware of these limitations and plan accordingly to ensure that our lead management process is as successful and efficient as possible.

We’ll move further and try to get an overview of the web-to-lead forms in Salesforce.

What Salesforce Web-to-Lead forms capture

Salesforce web-to-lead forms can capture a variety of information about a lead, depending on what fields are included in the form. By default, the web-to-lead form includes several standard fields, including:

1. First Name
2. Last Name
3. Company
4. Title
5. Email
6. Phone
7. Street
8. City
9. State/Province
10. Zip/Postal Code
11. Country

In addition to these standard fields, you can also add custom fields that are specific to your organization’s needs. For example, you might include fields for lead source, industry, or product interest.

It’s important to note that while web-to-lead forms can capture a lot of information about a lead, it’s generally best to keep the form as simple as possible.

Only include fields that are essential for your lead management process, and avoid overwhelming visitors with too many fields to fill out. This can help increase conversion rates and improve the overall effectiveness of your lead capture process.

Next, we’ll try to learn to set up web-to-lead in Salesforce Lightning.

Read: How to Add Leads in Salesforce

How to create Salesforce web-to-lead forms in Salesforce Lightning

Web-to-lead is a powerful feature in Salesforce that allows us to capture leads directly from the website and automatically create new records in our Salesforce org.

Here’s a step-by-step guide on how to set up web-to-lead in Salesforce Lightning:

• Log in to your Salesforce account and navigate to Setup.
• In the Quick Find box, search for Web-to-Lead and select the Web-to-Lead option.

• Click on the Create Web-to-Lead Form button to create a new web-to-lead form.

• Configure the settings for the web-to-lead form, including which fields you want to capture on the form. The several options are available on the following page must be completed before you can produce the code:
  • Available Fields: These are all the fields that are available on the leads object. Any of these can be dragged into the form.
  • Selected Fields: These are the areas of the form that are included once the HTML code has been generated.
  • Return URL: When a user submits a form, they arrive at this return URL.
  • Include reCAPTCHA in HTML: This is optional—we can add a
    reCAPTCHA to the form.
• Once you’re satisfied with your form, click on the Generate button to generate the HTML code for your form.

• Copy the HTML code for the web-to-lead form and paste it into the HTML code of the website’s lead capture page. Here, I create an HTML file on the desktop and paste the code.
• Finally, click on the Finished button.

• Run the HTML code, fill up the form, and submit it.

• After successful submission, we will be redirected to the return URL.

• Open the Leads item and view that the lead is successfully created through the web-to-lead form.

That’s it! Now we can capture leads directly from our website and automatically create new records in Salesforce, making it easier to track and manage our leads.

We’ll move further and learn how to set up web-to-lead in Salesforce Classic.

How to create Salesforce web-to-lead forms in Salesforce Classic

Here are the steps to create a web-to-lead form in Salesforce Classic:

• Log in to your Salesforce Classic account. Click on Avtar and then select Switch to Salesforce Classic.

• Click on the Setup menu in the top right-hand corner of the screen.

• In the left-hand navigation menu, under the Build section, click on Customize.
• In the Customize menu, click on Lead.
• Then, click on the Web-to-Lead.

• On the Web-to-Lead page, click on the Create Web-to-Lead Form button.

• Configure the settings for the web-to-lead form, including which fields you want to capture on the form. The several options are available on the following page must be completed before you can produce the code:
  • Available Fields: These are all the fields that are available on the leads object. Any of these can be dragged into the form.
  • Selected Fields: These are the areas of the form that are included once the HTML code has been generated.
  • Return URL: When a user submits a form, they arrive at this return URL.
  • Include reCAPTCHA in HTML: This is optional—we can add a
    reCAPTCHA to the form.
• Click on the Generate button to generate the HTML code for your form.

• Copy the generated HTML code and paste it into the HTML code of the webpage where you want to embed the form.
• Lastly, click on the Finished button.

• Run the HTML code, fill up the form, and submit it.

• After successful submission, we will be redirected to the return URL.

• Open the Leads item and view that the lead is successfully created through the web-to-lead form.

That’s it! Now we can capture leads directly from our website and automatically create new records in Salesforce Classic, making it easier to track and manage our leads.

You may also like to read the following Salesforce tutorials.

• How to Add Lead to Campaign in Salesforce
• How to Convert Lead to Opportunity in Salesforce
• How to Convert Lead to Contact in Salesforce
• How to Convert Lead to Account in Salesforce
• How to add lead source in salesforce
• How to create Lead Status in Salesforce

Conclusion

In conclusion, web-to-lead is a powerful tool in Salesforce that allows us to easily capture leads directly from our website and automatically create lead records in your Salesforce account.

In addition, creating a web-to-lead form in Salesforce Classic and Salesforce Lightning is a straightforward process that involves defining the form fields we want to capture, customizing the form’s look and feel, and generating the HTML code for embedding the form on the website.

• What is Web-to-Lead in Salesforce
• When to use Web-to-Lead in Salesforce
• Advantages of Web-to-Lead in Salesforce
• Limitations of Web-to-Lead in Salesforce
• What Salesforce Web-to-Lead forms capture
• How to create Salesforce web-to-lead forms in Salesforce Lightning
• How to create Salesforce web-to-lead forms in Salesforce Classic