Setting up Auto Lead Capture from a website with
salesforce.com (Web - to - Lead)
Log in to salesforce.com
Click Setup in the upper right hand
corner
Navigate to App Setup > Customize >
Leads > Web-to-lead
Make sure to select a default Lead
owner
Next, create the HTML code for your
website. Click on "Enable Web-to-lead"
Search salesforce.com for a Default
Lead Creator. You can also create a default email response to new inbound leads.
(Click
here for more information on creating email templates)
Next, select "Generate Code"
You can redirect users to a URL once
they have submitted their information. (Ex. once a lead fills out the form and
submits the information, perhaps you want to direct them to a new page that
says, "Thank you for your information. Someone will be in touch with you
shortly.")
Next, check or uncheck the fields you
want to include on your web form. To add additional custom fields, click here.
(More information on adding custom fields can be found
here)
Click "Generate"
This code can now be added to your
own website to capture new lead information. Once a lead form is filled out, the
lead will automatically be captured within salesforce.com.
Copy the HTML code.
Open a HTML editor like Front Page
Paste the code into Front Page
Now you can format the code any way
you like to match your own custom colors or style sheets on your website.
Here is an example of a web-to-lead
form
When the form is filled out,
salesforce.com will send an auto responding email to the Lead
