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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.