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Act-On Software

Creating New Leads in Salesforce from Form Submissions

AUDIENCE:  Administrators, Marketing Users
OBJECTIVES:  Learn how to push new leads from form submissions to become new Salesforce leads regardless of whether there is already an existing Salesforce lead or contact record

Follow these instructions in conjunction with Salesforce configurations:

Step 1: Create a Web-to-Lead Form in Salesforce

  • Go to Setup App Setup Customize Leads Web-to-Lead.
  • Click the Create Web-to-Lead Form button.
  • Add relevant Available Fields to Selected Fields.
  • Click Generate.
  • Copy the form action link provided within the code (e.g. https://www.salesforce.com/servlet/s...encoding=UTF-8).
  • Note the Field Names (e.g. first_name).
  • Note the oid value (e.g. 00DU0000000HlaB).

Step 2: Create An Act-On Form

  • Click on Content Forms and start a new form.
  • Create the corresponding fields
  • Match Data Field Names to the field names in the Salesforce Web-to-Lead form (e.g. first_name). These fields are case sensitive.
  • Add a Hidden Field with the Data Field Name 'oid' and the Data Field Value as the oid value in the Salesforce Web-to-Lead form (e.g. 00DU0000000HlaB). The oid field represents the Salesforce account to push data to.
  • The Push Signup Data to Salesforce checkbox is not necessary in Step 2: Settings.
  • In Step 2: Settings and in the External Double Post URL field, insert the form action link as copied from Step 5 above.
  • Complete the remaining items in the Form Builder and click Save.

Please note: There is a limit of 500 submissions via web to lead per day. If this needs to be increased, you will need to contact Salesforce directly. If your website is regularly submitting more than 500 records a day, consider developing a solution that uses the API.

AOmegaphonesmall.pngPlease note: There is a limit of 500 submissions via web to lead per day. If this needs to be increased, you will need to contact Salesforce directly. If your website is regularly submitting more than 500 records a day, consider developing a solution that uses the API.