Our organization uses Salesforce as its primary CRM tool, and in that, we use it to create lead records manually from the Lead object.
The sales team struggled to create multiple lead records daily, which distracted them from focusing on important leads and related tasks. Later, we decided to allow our customers to fill in the lead fields from the web themselves.
For that, we can use the Web-to-Lead feature in Salesforce, which generates Leads directly from our website without logging into the Salesforce Org, and allows leads to enter their details through a web form.
Here, I will explain Web-to-Lead in Salesforce and create a Web-to-Lead form in Salesforce.
This Tutorial Covers:
ToggleWeb-to-Lead in Salesforce
In Salesforce, the Web-to-Lead feature allows us to collect Lead data from our website. This feature enables us to create a Web Form that allows leads to fill it out by visiting their website. That information will be stored in the Salesforce Org as lead records.
The Web-to-Lead is likely the same as Web-to-Case. The Web-to-Lead includes the following features:
- We can add the required lead fields to the web form. In those fields, potential customers can fill in details such as their name, email, and phone number.
- When leads submit the web form, their information is saved in the Leads Object in the Org, and Salesforce sends an Auto-Response Email to the customer regarding the same.
- Then, our sales team can view these records, manage them, respond to them, and attempt to convert them into customers.