Browse Help Center
Browse Help Center
Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

Related Integrations
Forms, Chat and Text Landbot.io

Last update on April 16, 2020

Landbot.io
Forms, Chat and Text Re:amaze

Last update on April 16, 2020

Re:amaze
Forms, Chat and Text Acuity Scheduling

Last update on March 25, 2020

Acuity Scheduling
Help Center Integrations Salesforce Integration

Sending Web Form Leads to Salesforce


This article covers how to add Web Form Tracking to Salesforce using Zapier.

1Go to your website and submit a test form. You can confirm the submission in your WhatConverts dashboard. Go to the WhatConverts Trigger in your “WhatConverts to Salesforce” Zap. Under Test this Step, and click “Re-test WhatConverts to get another lead” to retrieve the new form submission.

retest your Zap to get new lead

After you have fetched the new lead click “View Your Lead” and confirm your test form is the lead.

2Edit your Zapier Salesforce template by logging on to your Zapier account, and find your WhatConverts Zap. Click “Edit Template“.

Edit Zapier Template

3Define Web Form Field Values to track. On the Set up Salesforce Lead menu, select and add values that are on the form you are trying to track. For this example, we will use the values: “Name“, “Company Name“, “Email” and “Phone Number“.

Set up your Template from WhatConverts to Zapier for Form Tracking

Company Name

Set up your Company name in the template from WhatConverts to Zapier for Form Tracking

Email

Set up your Email in the Template from WhatConverts to Zapier for Form Tracking in Salesforce

Phone Number

Connect your WhatConverts leads' phone numbers in Zapier to Salesforce

4Scroll to the bottom of the page and click “Continue“. You will see a Test Successful! screen. Click the orange “Finish” button. On the next page you will see the text, Awesome! your zap is working.

Click Finish

Test your Zap to make sure your leads are being sent to Salesforce

Test your Zap

5Go to your website and submit a test form submission, then navigate to your WhatConverts dashboard and find the web form lead you just submitted. Click on the eyeball symbol on the left side of the row. This will show you lead details.

Submit a new test form

Check inside of your WhatConverts dashboard for your new lead

Confirm your Form Submission

Once you have confirmed the Web Form lead is in the WhatConverts dashboard, log back into your Salesforce account.  and click the “Leads” tab on the top menu. You should see the lead you entered in your website at the top of the list. Click the lead to confirm that all information is correct.

Check for your form submission in Salesforce

Check for your form submission in Salesforce

Now anytime a lead is generated on your website, WhatConverts will track the lead on your dashboard and push the information in to Salesforce. Salesforce will then display the information as a new lead and show the fields that were set in the Action Step in Zapier.

Was this page helpful?
👍Yes
👎No
Request a Live Demo
Get a FREE presentation of WhatConverts

One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.

Request a Live Demo
Whatconverts Features for your Business
Call Flows – Custom IVR Menu
Lead Tracking Call Flows - Custom IVR Menu

Your callers will hear a menu of options to direct their call to the proper connection.

Automated Spam Blocking
Lead Tracking Automated Spam Blocking

WhatConverts uses a list of known spammers to eliminate calls, and continually improves spam blocking.

Filter/Group by Source & Medium
Lead Management Filter/Group by Source & Medium

Filtering and grouping tools allow you to examine a subset of leads from specific campaigns, sources or marketing channels.

Ecommerce Tracking in Google Analytics
Lead Tracking Ecommerce Tracking in Google Analytics

Measure the exact revenue that each of your leads generated via eCommerce.

Join 20,000+ other marketers and start getting marketing clarity

Subscribe to our newsletter and get proven marketing strategies for growing your business.

Related Integrations
Ecommerce Squarespace

Last update on March 25, 2020

Squarespace
Forms, Chat and Text Formsite

Last update on March 25, 2020

Formsite
Forms, Chat and Text Facebook Messenger

Last update on April 16, 2020

Facebook Messenger
ready to get marketing clarity?

Grow your business with WhatConverts

14 days free trial Easy setup Dedicated support