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James SJames S 

Web to Lead

Hello,

I want to include a contact form on my website so when someone submits it it then goes into my lead records.

However I wanted to know the best free way to do it and which way has the best functionality. For example has a customisable auto response etc.

Thanks, hope you all enjoy the festive time.
Best Answer chosen by James S
Walid El HorrWalid El Horr
Hi James,

this can be easily done with Salesforce.

go to Build > Customize > Leads > Web-to-Lead - click on create Web-to-Lead form, and tdd the fields you want in the form, Make sure to specify the manadatory fields, and all other fields that you want. Then specify the Return URL: 
After users submit the Web-to-Lead form, they will be taken to the specified return URL on your website, such as a "thank you" page.

Once done, click on Generate, you will get an HTML code that you can insert in your Web Server. 

Note that it is best practice to configure Web-to-Lead alongside:
- Lead Assignment Rules: Build > Customize > Leads > Lead Assignment Rules
- Lead Auto-Response Rules: Build > Customize > Leads > Lead Auto-Response Rules

Lead Assignment Rules is basicaly to assign different leads to different users or even queues based on field value criteria. For example, any Lead with Type = License (this field is inclucded in the Web-to-Lead form), will be directed to a queue called "License Leads Queue). 

Lead Auto-Response Rules is to automatically determine which email templates to use when sending auto-response messages to new leads from your website.

Let me know if this helps.

Regards,
Walid

All Answers

Pritam ShekhawatPritam Shekhawat
You can use standard Web to Lead feature. Take a look here step by step guide to setup this here How to configure Web-to-Lead
Walid El HorrWalid El Horr
Hi James,

this can be easily done with Salesforce.

go to Build > Customize > Leads > Web-to-Lead - click on create Web-to-Lead form, and tdd the fields you want in the form, Make sure to specify the manadatory fields, and all other fields that you want. Then specify the Return URL: 
After users submit the Web-to-Lead form, they will be taken to the specified return URL on your website, such as a "thank you" page.

Once done, click on Generate, you will get an HTML code that you can insert in your Web Server. 

Note that it is best practice to configure Web-to-Lead alongside:
- Lead Assignment Rules: Build > Customize > Leads > Lead Assignment Rules
- Lead Auto-Response Rules: Build > Customize > Leads > Lead Auto-Response Rules

Lead Assignment Rules is basicaly to assign different leads to different users or even queues based on field value criteria. For example, any Lead with Type = License (this field is inclucded in the Web-to-Lead form), will be directed to a queue called "License Leads Queue). 

Lead Auto-Response Rules is to automatically determine which email templates to use when sending auto-response messages to new leads from your website.

Let me know if this helps.

Regards,
Walid
This was selected as the best answer
James SJames S
Hi Pritam,

Thanks for this, can you do much customisation on it though??
Sourav DuttaSourav Dutta
Create an Email Template & add that on Default Response Template for auto response
User-added image

 
Pritam ShekhawatPritam Shekhawat
Yes you can customize it as per your need and also set an auto response email to users.
James SJames S
Hi Guys,

thanks for your help.

How can I make it look professional rather than block standard (if you know what i mean) does this have to be done in pure html on my website or on salesforce?
Walid El HorrWalid El Horr
When you generate the HTML, you can use it with CSS on your website.
Using it without any change will make it look very dull.

Regards,
Walid 
Pritam ShekhawatPritam Shekhawat
You can design the generated HTML code with custom CSS style to look like professional.
James SJames S
Thanks guys for all your help