Complete Guide to Web-to-Lead for Salesforce
Hawk-eye editor with a passion for trailblazing Salesforce experiences
What is Salesforce Web-to-lead?
Salesforce web-to-lead is a feature for forms in Salesforce that empowers you to capture information from potential leads via your organization’s website. And even better, this information is then used to automatically create and store leads in Salesforce. The result is a more seamless lead generation process. You also get to reap the benefits of integrating your leads with the #1 CRM, meaning leads can be automatically sent to Sales reps based on custom criteria and you can get advanced reports and analytics on your leads. Track leads every step of the way, through the nurturing phase all the way until you close the deal by drawing on the rich data resources of Salesforce. But how does Salesforce web-to-lead work? And what are the pros and cons? In this article, we give you all the information you need to get started with Salesforce web-to-lead and also include some of its biggest pros and cons.
How to Set Up Salesforce Web-to-lead
And this is how a form with Salesforce web-to-lead is set up in 5 simple steps for easy leads at your fingertips.
How to Create a Lead Generation Form
Now that we have discussed the web-to-lead process, let’s take a deeper dive into how to set up a web-to-lead form in Salesforce. Web-to-lead is a standard Salesforce form and is and super easy to use:
And that’s all you need to know to set up lead generation forms in no time at all!
Known Limitations of Salesforce Web-to-Lead forms
Web-to-lead forms can definitely help hone your marketing strategy and integrating your lead information with the leading CRM on the planet is one of the best decisions your organization will ever make. With that said, these forms are not without limitations. Here are some of the top ones that you should be aware of before using this feature:
Is there an Alternative to Salesforce Web-to-lead?
The short answer is yes! If you want all the benefits of Salesforce web-to-lead with none of the known issues then you can shop around the Salesforce AppExchange to find a trusted third-party app. These apps are designed to integrate seamlessly with Salesforce while enhancing the user experience. A great choice is Titan Web, a no-code tool with multi-patented bi-directional Salesforce integration. Some of the advantages of choosing Titan’s web-to-lead forms include:
Final Thoughts on Salesforce Web-to-Lead
Thanks for reading and we hope you learned more about Salesforce web-to-lead forms! The advantages of Salesforce web-to-lead are massive and making use of this feature can ramp up your Sales game and help you better nurture and track leads throughout the Sales cycle. Even better, you can create these forms easily using drag-and-drop so you don’t need special coding knowledge. With this said, lead forms from Salesforce are not without known limitations so before choosing a tool for your sales team, be sure to check out the Salesforce AppExchange.
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