Click Register and complete a short form using a valid email. Account setup usually takes less than five minutes. After confirming your email, you can connect Salesforce and publish your first web-to-lead form.
WebToLeads FAQs
Discover everything you need to know about WebToLeads, the modern no-code Salesforce web-to-lead form builder designed for speed, security, and simplicity. Whether you’re learning how to capture leads with web to lead, embedding forms on WordPress, or setting up a Salesforce web to lead integration for your website, these FAQs cover it all. Explore topics like duplicate prevention, sandbox testing, file uploads, dynamic picklists for web to lead, and best practices for Salesforce lead capture from websites—so you can build, validate, and publish forms faster with total confidence.
WebToLeads requires a Salesforce edition with API access. Enterprise, Unlimited, and Developer editions include API access. Editions with limited API quotas will still work but may be subject to daily limits. You will use your Salesforce Security Token to create the connection in WebToLeads.
Tip: set up a Sandbox connection first to validate your forms before switching to Production.
Yes. Copy the embed snippet from your form and paste it into the WordPress Block Editor using the HTML block, or the Classic Editor in Text mode. The form renders responsively and posts to Salesforce via your WebToLeads connection.
Form limits depend on your plan. WebToLeads offers tiers for startups and enterprises. Visit the Pricing page to compare limits and select the plan that fits your volume.
WebToLeads reads editable fields from your Salesforce Lead object, so you can rename labels, set required rules, apply custom validations, and map picklists without code. Use the drag and drop builder to tailor each form to your workflow.
Supported types include doc, docx, xls, xlsx, ppt, pptx, pdf, jpg, jpeg, png, gif, mp3, mp4, csv, zip, and txt. The maximum file size is 25 MB per file.
Your Salesforce Org ID is never exposed publicly. Connection data is encrypted in transit and at rest. Access is scoped to the credentials you provide and can be revoked from Salesforce at any time.
Yes. Create separate connections for Sandbox and Production, then select the environment you want to use when publishing or testing forms. This keeps test data out of Production.
Connection limits vary by plan. The Premium plan supports unlimited connections, which is useful for agencies and teams managing multiple Salesforce orgs.
Mark fields as required to block submission until all key data is provided. You can also apply custom validation using Regular Expressions to enforce formats like phone and email for better Salesforce data quality.
WebToLeads is focused on form creation and data capture. Use webhooks to stream submissions to your analytics stack or data warehouse. You can also track UTM parameters and campaign sources directly in Salesforce.
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