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.

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.

Increase form conversions and get more high-value leads.

• 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)