What is Web to Lead in Salesforce?

Web-to-lead is the process of using a website form to capture visitor information and store it as a new lead record in Salesforce. It's an essential component of marketing and sales automation.

A web-to-lead form allows you to gather important data from visitors on your website, such as their contact information and product interest. This data is then stored in new lead records in your Salesforce install, where it can be scored, qualified, and routed to sales reps.

What is Web-to-Lead?

Web-to-Lead is a Salesforce standard feature that allows you to build forms on your website and capture visitor information in Salesforce as new lead records. It’s a great way to increase leads by getting prospects to fill out contact details, product interest and more.

Sales teams and marketers can make use of the Web-to-Lead feature to contact interested visitors, plan targeted marketing campaigns and convert them into business partners. The form data can be stored in Salesforce instantly and the user’s email address is automatically pushed to your email marketing tool of choice.

While Web-to-Lead is an effective way to track lead success, it doesn’t give you much insight into what’s working on your site as a whole. In addition, it automatically assigns all your leads to the 'web' lead source category and doesn’t allow you to attribute revenue directly from your website.

How Web-to-Lead Works

Web-to-Lead is a Salesforce feature that allows you to capture lead data from your website forms. This data is then saved as a new lead record in your Salesforce installation.

This feature is one of the most essential for any Salesforce implementation and can be used by sales teams or marketing teams to contact interested website visitors and plan targeted campaigns. The lead records are automatically routed to the right sales rep, scored, and qualified.

While Web-to-Lead is incredibly convenient, it does have limitations. For example, it can only create up to 500 leads a day.

However, these restrictions don’t deter marketers from using the Web to Lead Salesforce feature in their marketing and sales automation efforts. There are a number of ways to increase the amount of data you can collect from Web-to-Lead forms, as well as enhance the experience for your visitors.

How Web-to-Lead Captures Leads

When visitors fill out a web-to-lead form on your website, Salesforce automatically stores that information as a new lead. That information is then used to start the sales process and drive future customer journeys.

To get started with Salesforce web to lead, first create a form in your Pardot account and add that to your website. This will allow you to capture information such as first and last name, email address, company, city and state/province.

However, when you want to use Salesforce to manage your leads, it's important to make sure that data is accurate and up-to-date. When it's not, your reps won't be able to track leads and move them towards conversion, which can cost you time and money.

This is why it's important to use an attribution solution that can ensure that your leads are accurately attributed to their website visits and actions. That way, you can optimise campaigns based on more actionable metrics like closed revenue.

How Web-to-Lead Pushes Leads to Salesforce

Web-to-Lead is a powerful marketing and sales technique that allows you to capture information from visitors to your website. This data can then be used to build a customer profile for your sales team.

When a visitor completes the form, that information will be saved in Salesforce and will be associated with a “Lead” record. This is an important feature that allows you to collect lead data without manually entering it into Salesforce.

For more information on how to set up and use this feature, check out this blog post. It’s full of consolidated resources for implementing, maximizing, and troubleshooting the Web-to-Lead feature in Salesforce.

While Web-to-Lead can be a powerful tool, it’s also susceptible to SPAM bots. To minimize this problem, you should incorporate Google reCAPTCHA into your Web-to-Lead forms when generating the HTML code in Salesforce. This will ensure that all of your leads are legitimate. This can help your Salesforce instance stay clean and allow you to track closed revenue more accurately.

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