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.
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“.
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“.
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.
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.
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.
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.