Web-to-eLead

Create forms on your website and have those forms push data directly into improveit! 360 as eLeads.

Endpoint Setup

  • The Web-to-eLead feature utilizes the eLead REST service. This service needs to be setup before it will work.
  • Your POST address will be https://*domainname*.secure.force.com/services/apexrest/i360/eLead. Replace *domainname* with the domain that was set up in step 3 of the eLead REST setup. It can also be found in the Site's detail page.

Building your form

Below is a boilerplate example form that can be modified and used on your website. Make sure to read through the comments and update it to fit your needs. It's pretty ugly though - you should have your website developer to format it to fit the look and feel of your website.

A couple of tips:

  • Change the retURL field to a page on your website that you want them to get directed to after the form is submitted.
  • You can remove any fields you don't want to use.
  • You add additional fields. If the "name" is recongized as the API name of a field on the eLead, it will get put in that field automatically. IF they are not recognized they will get added to the 'Comments'.
  • Make use of the debug hidden field so you can see how the data is being mapped and to display errors. When turned on, the redirect will not happen and the data as it is mapped to the eLead will be displayed in JSON format.
<!--  ----------------------------------------------------------------------  -->
<!--  NOTE: Please add the following <META> element to your page <HEAD>.      -->
<!--  If necessary, please modify the charset parameter to specify the        -->
<!--  character set of your HTML page.                                        -->
<!--  ----------------------------------------------------------------------  -->
 
<META HTTP-EQUIV="Content-type" CONTENT="text/html; charset=UTF-8">
 
<!--  ----------------------------------------------------------------------  -->
<!--  NOTE: Please add the following <FORM> element to your page.             -->
<!--  ----------------------------------------------------------------------  -->
 
<!-- This will send leads to the improveit! 360 test system.  Feel free to post leads here for debugging! -->
<form action="https://dteng-12546a52479-developer-edition.na7.force.com/services/apexrest/i360/eLead?encoding=UTF-8" method="POST">
<!-- When you are ready, uncomment the line below and comment out or remove the live above.                    
<!-- <form action="https://**yourcustomdomainhere*.secure.force.com/services/apexrest/i360/eLead?encoding=UTF-8" method="POST"> -->
 
<!-- Whatever value is here is the name of the 'Source' it will get grouped under -->
<input type="hidden" name="sourcetype" value="Website">
<input type="hidden" name="source" value="Contact Us Form">
<input type="hidden" name="retURL" value="http://www.google.com/">
 
<!--  ----------------------------------------------------------------------  -->
<!--  NOTE: These fields are optional debugging elements. Please uncomment    -->
<!--  these lines if you wish to test in debug mode.                          -->
<!--  <input type="hidden" name="debug" value=1>                              -->
<!--  <input type="hidden" name="debugEmail" value="jhartfield@improveit360.com">                          
<!--  ----------------------------------------------------------------------  -->
 
<label for="firstname">First Name</label><br />
<input  id="firstname" maxlength="40" name="firstname" size="20" type="text" /><br />
 
<label for="lastname">Last Name</label><br />
<input  id="lastname" maxlength="80" name="lastname" size="20" type="text" /><br />
 
<label for="phone1">Home Phone</label><br />
<input  id="phone1" maxlength="40" name="phone1" size="20" type="tel" /><br />
<input type="hidden" name="phone1type" value="Home">
 
<label for="phone2">Cell Phone</label><br />
<input  id="phone2" maxlength="40" name="phone2" size="20" type="tel" /><br />
<input type="hidden" name="phone2type" value="Mobile">
 
<label for="phone3">Work Phone</label><br />
<input  id="phone3" maxlength="40" name="phone3" size="20" type="tel" /><br />
<input type="hidden" name="phone3type" value="Work">
 
<label for="email1">Email</label><br/>
<input  id="email1" maxlength="80" name="email1" size="20" type="email" /><br />
 
<label for="streetaddress">Address</label><br />
<textarea name="streetaddress" id="streetaddress"></textarea><br />
 
<label for="city">City</label><br/>
<input  id="city" maxlength="40" name="city" size="20" type="text" /><br />
 
<label for="state">State/Province</label><br/>
    <select name="state" id="state">
    <option value="AL">Alabama</option>
    <option value="AK">Alaska</option>
    <option value="AZ">Arizona</option>
    <option value="AR">Arkansas</option>
    <option value="CA">California</option>
    <option value="CO">Colorado</option>
    <option value="CT">Connecticut</option>
    <option value="DE">Delaware</option>
    <option value="DC">District of Columbia</option>
    <option value="FL">Florida</option>
    <option value="GA">Georgia</option>
    <option value="HI">Hawaii</option>
    <option value="ID">Idaho</option>
    <option value="IL">Illinois</option>
    <option value="IN">Indiana</option>
    <option value="IA">Iowa</option>
    <option value="KS">Kansas</option>
    <option value="KY">Kentucky</option>
    <option value="LA">Louisiana</option>
    <option value="ME">Maine</option>
    <option value="MD">Maryland</option>
    <option value="MA">Massachusetts</option>
    <option value="MI">Michigan</option>
    <option value="MN">Minnesota</option>
    <option value="MS">Mississippi</option>
    <option value="MO">Missouri</option>
    <option value="MT">Montana</option>
    <option value="NE">Nebraska</option>
    <option value="NV">Nevada</option>
    <option value="NH">New Hampshire</option>
    <option value="NJ">New Jersey</option>
    <option value="NM">New Mexico</option>
    <option value="NY">New York</option>
    <option value="NC">North Carolina</option>
    <option value="ND">North Dakota</option>
    <option value="OH" selected>Ohio</option>
    <option value="OK">Oklahoma</option>
    <option value="OR">Oregon</option>
    <option value="PA">Pennsylvania</option>
    <option value="RI">Rhode Island</option>
    <option value="SC">South Carolina</option>
    <option value="SD">South Dakota</option>
    <option value="TN">Tennessee</option>
    <option value="TX">Texas</option>
    <option value="UT">Utah</option>
    <option value="VT">Vermont</option>
    <option value="VA">Virginia</option>
    <option value="WA">Washington</option>
    <option value="WV">West Virginia</option>
    <option value="WI">Wisconsin</option>
    <option value="WY">Wyoming</option>
</select><br>
 
<label for="zip">Zip</label><br/>
<input  id="zip" maxlength="5" name="zip" size="5" type="number" /><br>
 
<label for="comments">Comments</label><br/>
<textarea name="comments" id="comments"></textarea><br/>
<br/>
 
<input type="submit" name="submit">
 
</form>

Supported Fields

  • There are many more fields that are supported that are not in the boilerplate! See all the fields that are natively supported.
  • You can also create your own custom fields! The result is that you can add a field to the form and have it populate a specific field on the eLead/Prospect. To do so, make sure the name is the same as the API name in your system. For example, if you created a new field labeled Favorite Color with API name Favorite_Color__c you could add the field <input name="Favorite_Color__c"> and it would get mapped to that Favorite Color field. Click here to see more details about using custom fields.

Legacy Web-to-eLead

  • Salesforce has a native Web-To-Lead function that we used to support and you can still use, if you would like. Note that it has much more limited functionality. You can find the details here.