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            Generate Leads from Your Website with Web-to-Lead

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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 your data by confirming that only your sales reps can generate leads. reCAPTCHA, a Google service, is on by default to prevent spambots from polluting your lead data with fake records.

            Important
            Important Make sure that reCAPTCHA is supported in your region.
            1. From Setup, in the Quick Find box, enter Web-to-Lead, and then select Web-to-Lead.
            2. To turn on or change Web-to-Lead settings, click Edit.
            3. Optional. To skip reCAPTCHA verification, deselect Require reCAPTCHA Verification.
            4. Select the default lead creator.
              Select a user who has the Modify All Data, Send Email, and Access Activities permissions, granted through 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.
            5. To automate email replies to prospects, specify a Default Response Template.
              Set up response rules to use a specific email template based on the information that a prospect provides. Salesforce uses the default template when no rules apply. Mark the template Available for Use.
            6. Click Save.
            7. Create a form that captures prospect details on your website, and select the fields to include.
              1. Click Create Web-to-Lead Form.
              2. Select Campaign.
              3. If your company uses multiple currencies and your form includes amount fields, add the Lead Currency field. Without a lead currency, Salesforce captures all amounts in the corporate currency.
              4. To capture interest in several products, add a custom multi-select picklist.
              5. If you use lead record types and want users to select a record type, select Lead Record Type.
            8. If you use the Translation Workbench or have customized tab names, select the language for the form labels.
            9. Enter the URL to direct users to after they submit their information, and click Generate. For example, use your company’s home page as a thank-you page.
            10. To add a reCAPTCHA widget to the lead submission form, select Include reCAPTCHA in HTML and specify the reCAPTCHA API Key Pair by 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.

            11. Copy the generated HTML code and provide it to your company’s webmaster to incorporate it into your website.
            12. 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, Salesforce sends an email with debugging information to your email address.

            For web leads generated as part of a campaign, Salesforce sets the member status of the new lead to the Member Status value that you specify in the form. If you don’t include the Member Status field in the form, Salesforce sets the member status 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. To avoid duplicate campaign members, don’t create a trigger or process that inserts them from the generated leads.

            See Also

             
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