Web-to-Lead capture and routing
Key Takeaway
To route web-generated leads to users or lead queues, create and activate a lead assignment rule. If the rule is inactive, every web-generated lead goes to the default lead owner.
Web-to-Lead turns a form on your company's website into new lead records in Salesforce. An administrator generates the form's HTML in Setup and hands it to the webmaster. After that, settings such as lead assignment rules, lead auto-response rules, and campaign fields decide who owns each lead, what email the prospect gets, and which campaign the lead joins.
How to set up Web-to-Lead
To set up Web-to-Lead, you need the "Customize Application" permission.
- From Setup, find Web-to-Lead and click "Edit" to turn it on or change its settings.
- Click "Create Web-to-Lead Form".
- Choose the fields for the form.
- Enter the URL that prospects go to after they submit the form. For example, you can use your home page as a thank-you page.
- Click "Generate", copy the HTML, and hand it to your webmaster.
After you generate a form, you can't view or edit it in Salesforce. To change the form, update the HTML on the website directly or create a new form.