How can I add leads to Salesforce directly from existing web forms or emails?
I am new to Salesforce, and I have seen the web-to-lead forms, but I would really like to use the forms already in place on my website if possible.
Setting Up Web-to-Lead
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To set up Web-to-Lead: “Customize Application”
To set up Web-to-Lead:
From Setup, click Customize | Leads | Web-to-Lead.
Click Edit to enable or modify the following Web-to-Lead settings:
Web-to-Lead Setting Description
Web-to-Lead Enabled Enables Web-to-Lead.
Default Lead Creator The user who will be listed as the creator of online leads and who will appear as the sender of email responses. This user must have the System Administrator profile or the “Modify All Data” and “Send Email” permissions.
Default Response Template The default response template to use for the email response that is automatically sent to prospects when they submit an online lead.
If you set up response rules to use different email templates based on the information submitted, the default response template is used when no auto-response rules apply. Leave this option blank if you do not wish to send emails when no response rules apply. This template must be marked as “Available for Use.”
To create a Web-to-Lead form, click Create Web-to-Lead Form on the Web-to-Lead Setup page.
Select fields to include on your Web-to-Lead form. Use the Add and Remove arrows to move fields between the Available Fields list and the Selected Fields list, and use the Up and Down arrows to change the order of the fields on your form.
Select the Campaign field (and optionally, the Campaign Member Status field) if you are using Web-to-Lead as part of a campaign.
For organizations using multiple currencies, add the Lead Currency field if you add currency amount fields, otherwise all amounts will be captured in your corporate currency.
Use a custom multi-select picklist to allow potential customers to express interest in several products.
For organizations using lead record types, select the Lead Record Type field if you want users to select a record type for Web-generated leads.
If your organization uses the Translation Workbench or has renamed tabs, select the language for the form labels displayed on your Web-to-Lead form. The source of your Web-to-Lead form is always in your personal language.
Specify the complete URL to which users should be directed after they submit their information—for example, your company's home page for a thank you page—and click Generate.
Copy the generated HTML code and provide it to your company's webmaster to incorporate into your website.
To test the Web-to-Lead form, add the line <input type="hidden" name="debug" value="1"> to your code. This line redirects you to a debugging page when you submit the form. Remove this line before releasing the Web-to-Lead page to your website.
Leads generated from your website are initially marked with the “default status” specified by the Lead Status picklist. For Web leads generated as part of a campaign, the member status of the new leads is set to the Member Status value specified in the form, or to the “default” member status if the Member Status field is not included in the form.
In addition, new leads are marked as “Unread,” and are changed to “Read” when viewed or edited by the lead owner. Users can select the My Unread Leads list view to quickly locate their new leads.
The format for date and currency fields captured online is taken from your organization’s default settings - Default Locale and Currency Locale.
The daily limit for Web-to-Lead requests is 500. If your organization exceeds its daily Web-to-Lead limit, the Default Lead Creator (specified in the Web-to-Lead setup page) receives an email containing the additional lead information. See How many leads can we capture from our website? for additional information on Web-to-Lead limits.
If a new lead cannot be generated due to errors in your Web-to-Lead setup, Customer Support is notified of the problem so that we can help you correct it.
Salesforce runs field validation rules before creating records submitted via Web-to-Lead and only creates records that have valid values.
All universally required fields must have a value before a record can be created via Web-to-Lead.
Salesforce doesn’t support rich text area (RTA) fields on Web-to-Lead forms. If you use RTA fields on your forms, any information entered in them is saved as plain text when the lead is created.
Web-to-lead is natively included in Salesforce. No download or request required.
All fields on the Lead object can be included in your web-to-lead form.
The HTML code generated by Salesforce can be customized by your webmaster for formatting, styling, etc.
Multi-step or multi-page web-to-lead forms are possible with custom development.
Fields from other objects other than Lead can be captured with custom development.
It’s very easy to get started with web-to-lead in Salesforce .