Has anyone had success using Salesforce's Web-To-Lead path via Webflow's native form action to transfer form submission data to Salesforce without using a complex web of Make/Zapier operations?
Published on
September 22, 2023
Using Salesforce's Web-to-Lead feature with Webflow's native form action is a popular and efficient way to transfer form submission data to Salesforce. This integration allows you to capture lead information directly from your Webflow form and send it to your Salesforce instance without the need for complex third-party tools like Zapier.
Here are the steps to set up Salesforce's Web-to-Lead with a Webflow form:
- Create a Web-to-Lead form in Salesforce:
- Log in to your Salesforce account.
- Go to Setup by clicking on your profile picture and selecting "Setup" from the dropdown menu.
- In the Quick Find search bar, type "Web-to-Lead" and select the "Web-to-Lead" option under "Create."
- Click on the "Create Web-to-Lead Form" button.
- Configure the form fields according to your requirements, including the ones you want to capture from your Webflow form. Ensure that you map the field names correctly.
- Generate the HTML code for the Web-to-Lead form:
- After configuring the form fields, click the "Generate" button.
- Copy the generated HTML code.
- Set up your Webflow form:
- Log in to your Webflow account and go to the desired project.
- Open the page where you want to place the form.
- Drag and drop a form element onto your page.
- Customize the form fields as per your requirements.
- To connect the form to Salesforce, click on the form element and go to the "Settings" tab in the right-hand panel.
- Under the "Form Action" section, select the "Custom" option.
- Paste the copied HTML code from Salesforce's Web-to-Lead form into the "URL" field.
- Test and publish your Webflow form:
- Before publishing your form, make sure to test it by submitting a sample lead.
- Go to the "Preview" mode in Webflow and fill out the form fields.
- Submit the form and verify that the lead information appears in Salesforce.
By following these steps, you can effectively transfer form submission data from your Webflow form to Salesforce using the Web-to-Lead feature. This integration eliminates the need for complex third-party tools, making the process streamlined and efficient.
Additional Questions:
- How can I integrate Webflow forms with Salesforce without using Zapier?
- Can I customize the fields mapped between Webflow forms and Salesforce using Web-to-Lead?
- Are there any limitations or considerations to keep in mind when using Salesforce's Web-to-Lead in conjunction with Webflow forms?