Transform your data collection and decision-making with WebToLeads, our intuitive, no-code web to lead forms. Designed to streamline your workflows, WebToLeads builds on our platform’s powerful data collection capabilities, giving you complete control over when and how data is gathered, accessed, and utilized. Effortlessly create and customize your webform with our user-friendly builder and seamlessly integrate them into your systems. Unlock the full potential of your data Integration with our alternative to Salesforce's version of WebToLeads.
You can sign-up for Web to Leads by clicking the "Register" and filling out a short form. The process should take less than five minutes and will require a valid email for account setup.
Web to Leads will work with any Salesforce plan with API access. API access is available in most Salesforce editions, but some editions have limitations on the number of API calls you can make. Check your Salesforce edition to ensure it supports API access. For example, Enterprise, Unlimited, and Developer Editions typically have API access.
If API access is available in the Salesforce version that you have purchased, you can obtain a Security Token and use it to create a connection in Web To Leads. No configuration is needed to communicate between to two products.
The number of Web To Lead forms that a user can create is based on which subscription plan selected. Web To Leads has packages for all size businesses. Please refer to the "Pricing" page to find the plan that best works for you.
Web to Leads will display the editable fields on your Lead object in Salesforce. You can change the display name, add validation, and mark as required.
Yes. Here are the allowed file types currently supported by Web To Leads:
( .doc, .docx, .xls, .xlsx, .ppt, .pptx, .pdf, .jpg, .jpeg, .png, .gif, .mp3, .mp4, .csv, .zip,.txt,.mp3,.mp4)
The maximum file size is 25MB.
Yes. This would be one of primary uses of the product. In WordPress, you can add the form by using the "Block Editor/Gutenberg" or "Classic Editor"
Web To Leads can help prevent duplicate for submissions by checking the email on the form submissions against existing Leads in your Salesforce system. If the item is a duplicate , you can present the user with a customized message to communicate next steps.
Your Salesforce Org ID is never exposed online and all connection data to your system is fully encrypted in transit and at rest in our systems.
Yes. You can create a connection in Web To Leads for each environment and switch between the two as needed.
The number of Salesforce connections available is based on the package and plan selected. The Premium plan has no limit on the number of connections available.
Web To Leads has few options to prevent incomplete or partially filled-out information.
1. Any Fields in the form can be marked as required. The user will be forced to fill the required field before the form can be submitted.
2. Advanced settings are available on each field to add enhanced validation rules using Regular Expression / RegEx.
Web to Leads is not a reporting platform. We do offer WebHook integrations that can send data to other platforms that do offer this functionality.