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Salesforce Web-To-Lead Connector Ready for Beta-Test

Filed under Salesforce Connector on July 26, 2006 by cedsav.

Salesforce has provided for quite some time a tool called ‘web-to-lead’. It generates a simple contact form that you can place on your site to capture data about potential customers - or leads in marketing terminology.

The Form Assembly now offers a great alternative. You can design your form with the Form Builder and each submitted response will automatically create a lead in your Salesforce application.

I put together a sample form that illustrates some of the benefits our service offers:

Salesforce Web-to-Lead example.

This form uses two important features:

  • A repeateable section to capture several phone numbers.
  • A “other/please specify” combo in the “product interest” question, using a conditional trigger.

Of course, you benefit from our other services as well: RSS feed, spam control, input validation and many more…

If you would like to test the Web-To-Lead connector, email me your username (create an account if necessary). This service is free for the duration of the beta test.

Salesforce, web-to-lead, form builder

6 Responses to “Salesforce Web-To-Lead Connector Ready for Beta-Test”

  1. Donna Says:
    July 27th, 2006 at 2:14 am

    This is a great site, and thank you for your help

  2. John Says:
    August 7th, 2006 at 10:12 pm

    do you have any thoughts on how to get this to work using a flash form?

  3. cedsav Says:
    August 7th, 2006 at 11:32 pm

    @John: Assuming you already have a flash form working, you could re-create it with the form builder, just so you have the corresponding form in your account, then modify your flash form to make the field names match. Once the form is submitting the correct data to the Form Assembly you should be able to use the Salesforce connector.

  4. Brandon Says:
    May 20th, 2008 at 2:24 am

    Hi,
    Is it possible to create a web interface that will allow non-salesforce users to edit lead information? Like for instance allowing a new customer to edit their own contact info or allowing a 3rd party that does not have access to my SF account to add information to a lead?

  5. cedsav Says:
    May 20th, 2008 at 2:28 am

    Brandon,

    Yes, it’s possible. Please refer to the documentation for more information:
    http://app.formassembly.com/connector_salesforce/documentation/how_to_update_records

  6. John O-R, Traction Says:
    November 18th, 2008 at 1:14 am

    Hey there, I work for a 501 (c)3 nonprofit in Durham, NC,

    & I’m really interested in this form & connector… is the beta test still open by any chance?