Step 1. Sign in
Go to webtoleads.app and sign in with Salesforce or email.
- Use company email for workspace linking.
- You can invite teammates later.
Getting Started
Build powerful online forms and connect them directly to Salesforce—no coding required. With WebToLeads, you can collect data, automate your business workflow, and deploy a secure form that perfectly matches your brand in minutes. Our drag-and-drop builder makes it simple to customize layouts, add file uploads, and configure advanced validation rules to ensure clean, accurate data every time. Seamlessly embed multiple forms using iframe embedding or WordPress embedding, and maintain complete control with HTML embed code that fits any site or CMS. WebToLeads goes beyond the basics with smart dynamic lookups, built-in data encryption, and a reliable Salesforce connector that keeps your form publishing and lead routing fast and secure. You can even track progress and changes through a visual connector timeline, ensuring transparency from creation to deployment. Whether you’re designing for marketing, support, or internal requests, WebToLeads delivers a truly modern workflow automation experience—turning the old Salesforce Web-to-Lead setup into a flexible, enterprise-ready system.
Getting Started with WebToLeads.app
WebToLeads.app is a Salesforce-native platform that makes it simple to create, configure, and embed modern Salesforce Web-to-Lead forms — without touching code. It replaces outdated CRM lead capture forms with a no-code, automated system designed to improve lead generation efficiency, ensure real-time Salesforce lead capture, and reduce manual data entry.
What Is Salesforce Web-to-Lead?
Web-to-Lead is a powerful feature in CRM systems like Salesforce that automatically generates an HTML lead capture form for your website. When a visitor fills out the form, their details are sent directly to Salesforce via a POST request to create a new lead record. This automatic Salesforce lead record creation eliminates manual data entry and enables your team to manage, assign, and convert leads into sales opportunities instantly.
How WebToLeads.app Works
WebToLeads.app streamlines every step of the Salesforce Web-to-Lead setup — from configuration to automation — so anyone can launch a working lead form in minutes.
- Configuration: Choose the Salesforce Web-to-Lead fields you want on your form (such as name, email, phone) and define a redirect URL or "thank you" page for after submission.
- HTML Generation: Instantly generate the Salesforce HTML code for your website lead form — no developer required.
- Form Placement: Simply copy and paste the code to embed a Web-to-Lead form on your website, whether it’s a contact page, quote form, or landing page.
- Submission: When a visitor submits the form, the data is transmitted securely to Salesforce through an automated Web-to-Lead POST request.
- Lead Creation: Salesforce automatically creates a new lead record with the captured information — ensuring real-time Salesforce lead capture and centralized data management.
- Automation: Enable Salesforce assignment rules to send new leads to the right team, and use automated email responses to acknowledge inquiries instantly.
Why Choose WebToLeads.app?
Unlike the default Salesforce Web-to-Lead feature, WebToLeads.app provides a full suite of automation, data validation, and deduplication tools that keep your CRM clean and efficient. It’s built specifically for Salesforce admins, marketers, and web managers who need reliable website-to-CRM integration without technical complexity.
Key Benefits
- Efficiency: Streamline Salesforce lead generation by eliminating manual entry and repetitive setup.
- Real-Time Updates: Capture and sync leads the moment they’re submitted through your website lead capture form.
- Integration: Ensure direct Salesforce CRM integration for accurate, centralized data storage.
- Ease of Use: WebToLeads offers a guided, no-code process that makes creating Salesforce lead capture forms accessible to anyone — no Salesforce developer needed.
- Automation: Activate Salesforce lead management automation with built-in response templates and routing rules.
Start your free trial today at WebToLeads.app and experience the easiest way to create, embed, and automate Salesforce Web-to-Lead forms — one product built for many use cases across your business.
Step 2. Connect Salesforce
From the connections screen Connect Salesforce, provide for API Token, and let the app fetch Lead fields and picklists.
Permissions needed:
- Create and update Leads
- Read metadata for Lead fields
Org ID is stored securely and never exposed in page markup.
Step 3. Create your form
Navigate to Forms then Create New. Name your form and choose your Salesforce connection.
- Drag fields onto the canvas.
- Set labels and help text.
- Click Save.
Step 4. Validation
Turn on required fields and add regex patterns with friendly messages. Character limits follow Salesforce field definitions.
Email (regex):
^[^\s@]+@[^\s@]+\.[^\s@]+$
Message: Please enter a valid email.
Step 5. Deduplication
Open your form settings and enable duplicate blocking by email to prevent repeat lead creation.
Step 6. Spam protection
Add CAPTCHA from the Security panel to reduce bot submissions.
- Use reCAPTCHA for public forms.
- Consider honeypot fields as a secondary check.
Step 7. Dynamic picklists
Enable your picklists to pull valid values to avoid data corruption in Salesforce.
Why it helps
Reduces field errors and keeps options consistent across teams. Pulls values from salesforce and can be customized.
Step 8. Publish and test
Publish your form and embed it on your site. Test a submission and confirm the Lead is created in Salesforce.
<!-- Example iframe embed --> <iframe src="https://webtoleads.app/embed/form/your-form-id" width="100%" height="720" style="border:0; border-radius:12px;" title="Contact us form"></iframe>
# WordPress shortcode example [webtoleads id="your-form-id"]
Success check
- Submission appears in form results page
- Lead record is created Salesforce.
- No duplicate created when using the same email.
Next steps
- Enable webhooks to push data to external systems.
- Create a second form variant for A/B testing.
- Leverage more advanced validation and improve data quality by using RegEx
FAQ
Connect each org once. In the form settings choose the desired connection before publishing.
Yes. Use the shortcode or the iframe embed from the Publish panel.
No. Org ID is stored server-side and never placed in the page markup.