Web to Lead

Capture Lead, Prospect, or Customer from a web form

Originally this function was designed to capture Leads from a web page. We’ve enhanced this to enable you to create a Prospect or a Customer from the form.

Setup

Go to Setup > Configuration.

Under the General section choose 'Generate Web Forms'.

Choose whether the submission of the form creates a Lead, Prospect or Customer.

Enter success and failure URLs (which would normally be a page on your website) and a couple of other fields such as Campaign and Source.

Click on 'Generate Form', an example HTML form is created in the area below.

Test.

Copy and paste the HTML into the target page(s).

Style.

Field names:

First Name = "fname"

Last Name = "lname"

Gender = "gender"

First line of address = "addr1"

Second line of address = "addr2"

City = "city"

Country = "country"

State = "state"

Postcode = "postcode"

Phone 1 = "phone1"

Phone 2 = "phone2"

Fax Number = "fax"

Mobile Number = "mobile"

Website = "website"

Email = "email"

Company Name = "companyname"

Campaign = "campaign"

Female = "f"

Male = "m"

Description = "description"

Notes = "notes"

Status = "status"