Web-to-eLead (Legacy)
warning.png This web-to-lead technique has been replaced with a newer, more robust version.

improveit! 360 is built on the Salesforce.com platform, so we can utilize a limited version of the native Salesforce.com 'Web to Lead' functionality. We currently can only support the fields that are in the below form. If you require a more advanced web to lead, we recommend using the Email-to-eLead feature instead.

To set up Web-to-eLead:

  1. Login as the Administrator
  2. From Setup, click Customize | Leads | Web-to-Lead
  3. Click Edit and check Web-to-Lead Enabled
  4. Click Save

Modify and use the following HTML code in your website:

<!--  ----------------------------------------------------------------------  -->
<!--  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.             -->
<!--  ----------------------------------------------------------------------  -->
<form action="https://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8" method="POST">
<!--  ----------------------------------------------------------------------  -->
<!--  NOTE: Make sure you modify these three hidden fields               -->
<!--  ----------------------------------------------------------------------  -->
<!-- IMPORTANT:  This value is UNIQUE to your company and must be entered before use -->
<!-- Find it in 'Setup' under Company Profile -> Company Info -> Salesforce.com Organization ID -->
<input type=hidden name="oid" value="00DA0000000IQuF">
<!-- Whatever value is here is the name of the 'Source' it will get grouped under -->
<input type="hidden" name="lead_source" value="Website">
<input type=hidden name="retURL" value="thankyoupage.html">
<!--  ----------------------------------------------------------------------  -->
<!--  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="first_name">First Name</label><input  id="first_name" maxlength="40" name="first_name" size="20" type="text" /><br>
<label for="last_name">Last Name</label><input  id="last_name" maxlength="80" name="last_name" size="20" type="text" /><br>
<label for="phone">Phone</label><input  id="phone" maxlength="40" name="phone" size="20" type="text" /><br>
<label for="email">Email</label><input  id="email" maxlength="80" name="email" size="20" type="text" /><br>
<label for="street">Address</label><textarea name="street"></textarea><br>
<label for="city">City</label><input  id="city" maxlength="40" name="city" size="20" type="text" /><br>
<label for="state">State/Province</label><input  id="state" maxlength="20" name="state" size="20" type="text" /><br>
<label for="zip">Zip</label><input  id="zip" maxlength="20" name="zip" size="20" type="text" /><br>
<label for="description">Comments</label><textarea name="description"></textarea><br>
<input type="submit" name="submit">

A couple of tips:

  • Change the lead_source field from Websiteto something more specific. This will get mapped to the name of the Lead Source in the system.
  • Change the oid field from 00DA0000000IQuF to the ID for your company. Find it in Setup under Company Profile -> Company Info -> Salesforce.com Organization ID.
  • Change the retURL field to a page on your website that you want them to get directed to after the form is submitted.