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Generate Leads from Your Website with Web-to-Lead
Generate up to 500 leads per day by capturing data from prospects who provide contact information. You can also redirect prospects to other web pages that are critical to campaign success.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To set up Web-to-Lead: | Customize Application |
| To act as the default lead creator for Web-to-Lead: | Modify All Data AND Send Email AND Access Activities |
When generating leads with web-to-lead, reCAPTCHA protects the accuracy of your data by making sure that only your sales reps can generate leads. reCAPTCHA, a Google service, is on default to prevent spambots from polluting your lead data with fake records.
- From Setup, in the Quick Find box, enter Web-to-Lead, and then select Web-to-Lead.
- To turn on or change Web-to-Lead settings, click Edit.
- Optional. If you don't want to use reCAPTCHA, deselect Require reCAPTCHA Verification.
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Select the default lead creator.
The user must have the Modify All Data, Send Email, and Access Activities permissions, granted via a permission set or a user profile. Don’t use a combination of a permission set and a user profile to grant these permissions to this user.
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To automate email replies to prospects, specify a Default Response Template.
You can set up response rules to use a specific email template based on the information that a prospect provides. The default template is used when no rules apply. A template must be marked Available for Use.
- Click Save.
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Create a form that captures prospect details on your website, and select the fields to
include.
- Click Create Web-to-Lead Form.
- Select Campaign.
- If your company uses multiple currencies, and your form includes amount fields, add the Lead Currency field. Without a lead currency, all amounts are captured in the corporate currency.
- To allow prospects to express interest in several products, add a custom multi-select picklist.
- If you’re using lead record types and want users to select a record type, select Lead Record Type.
- If you use the Translation Workbench or have customized tab names, select the language for the form labels.
- Enter the URL to direct users to after they submit their information, and click Generate. For example, you can use your company’s home page for a thank you page.
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To add a reCAPTCHA widget to the lead submission form, select Include
reCAPTCHA in HTML and specify the reCAPTCHA API Key Pair using the
lookup.
Make sure that the HTML on your website includes the reCAPTCHA validation code. If you didn’t enable reCAPTCHA verification, your forms continue to capture leads.
To allow traffic if the Google reCAPTCHA servers aren’t available, select Enable server fallback.
- Copy the generated HTML code and provide it to your company’s webmaster to incorporate it into your website.
- Click Finished.
To test the Web-to-Lead form, in your code, remove the <!-- and --> from the beginning and end of these lines.
<!-- <input type="hidden" name="debug" value=1> -->
<!-- <input type="hidden" name="debugEmail" -->
<!-- value="<<add emailId here>>"> -->Replace <<add emailId here>> with your email address. When you submit the form, an email with debugging information is sent to your email address.
For web leads generated as part of a campaign, the member status of the new lead is set to the Member Status value specified in the form. If the Member Status field isn’t included in the form, the member status is set to the value that you specify as the default. If you include the Campaign ID field on your form, Salesforce inserts the lead as a campaign member. If you include the Campaign ID field, don’t create a trigger or process that inserts campaign members from the generated leads.
