HOW TO: LEAD GENERATION
Web-to-Lead in Salesforce
Web-to-Lead Training in Trailhead
Salesforce Documentation on Web-to-Lead
Official Documentation: Guidelines for Setting Up Web-to-Lead
Get Salesforce ready to gather information from your company’s website and automatically generate up to 500 new leads a day. Follow these easy steps to prep your Salesforce instance to handle special lead information, automated email follow-ups with new leads, automated assignment of new leads, and more.
Official Documentation: Generate Leads from Your Website for Your Sales Teams
When you set up web-to-lead, Salesforce captures prospects who provide contact information. You can also redirect prospects to other web pages that are critical to campaign success. Follow these step-by-step instructions to create a web-to-lead form, with spam filtering, in Sales Cloud.
Official Documentation: Integrate Marketing Cloud Account Engagement Form Handlers with Web-to-Lead Forms
Step-by-step instructions show you how to use Marketing Cloud Account Engagement form handlers with Salesforce web-to-Lead forms for campaign and source tracking with Marketing Cloud Account Engagement’s micro-level web analytics. Built on Salesforce CRM, Marketing Cloud Account Engagement helps users increase sales revenue and marketing effectiveness through marketing automation.
Q&A: How Do I Get Started with Web-to-Lead?
Learn how to build a website form to capture contact information into your lead records. Includes details for implementing an email template for auto response to new leads, using CSS and HTML to customize the look and feel of your form.
Knowledge Article: Update Web-to-Lead Endpoint URLs to Improve Performance
Step-by-step instructions insure your website is updated for the best web-to-lead performance. Includes details for web-to-lead form HTML code generation and testing prior to deployment. Also applicable to web-to-case functionality.
More Awesome Resources
Prepare your Salesforce install to add web-to-Lead functionality. Includes basic step-by-step instructions for enabling web-to-lead and generating the form for an HTML code, as well as links to more detailed examples and implementation guides.