Web-to-Lead Guide

Web-to-Lead turns interest into action by routing web form submissions into trackable leads. This tutorial describes how to create web forms that can be embedded on your website or displayed as standalone pages and automatically save visitor information as new leads in your CRM.

Interactive demo — click through at your own pace

In this video guide, you’ll find out how to:

set up Lead Capture entry points;
configure payload fields for data transfer;
enable double opt-in confirmation;
automatically distribute incoming leads.

Next step

Try it in EspoCRM

Open a working demo and follow the same steps in a real system.

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All video tutorials

18 guides

Accounts Contacts Leads Opportunity Tracking Calendar and Activities Data Import Using Print to PDF Reports and Analytics Data Export Security Roles Entity Manager Dynamic Logic Configuration Working Time Calendar Organization Meeting Scheduler Configuration Web-to-Lead Guide Customer Portal Administration Workflow Management Business Process Management (BPM)