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Salesforce Webform Web-2-Lead Integration

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obsidiandesign - August 21, 2008 - 05:01

This module extends the Webform module to easily allow the creation of a Web-to-Lead form that feeds to your Salesforce.com Account. It utilizes the Salesforce API, which must be downloaded separately from the module.

Salesforce.com is the leader in Customer Relationship Management software around the world. Trial accounts are available via their website, and will work if you're interested in testing this module.

The latest Salesforce API can be downloaded via the Salesforce Developer Site, under 'Toolkits'.

Currently, this module only supports the submission of Leads, although it may be extended further to allow Contacts, Accounts, or other items to be added.

The initial development of this module was sponsored by Davis Applied Technology College.

The module was created by Obsidian Design.

Salesforce Auto-responders with this module

One thing to note is that even though we are using a "webform" to submit these leads it does not act as a "web-to-lead form" in Salesforce. When setting up auto-responders in SF you will have to set them up as rules and not as "Web-to-Lead Auto-Response Rules." This other way is a little more work, but it will give you the results you need.

Releases

Official releasesDateSizeLinksStatus
5.x-1.52008-Dec-1312.64 KBDownload · Release notesRecommended for 5.xThis is currently the recommended release for 5.x.
Development snapshotsDateSizeLinksStatus
5.x-1.x-dev2008-Dec-1312.65 KBDownload · Release notesDevelopment snapshotDevelopment snapshots are automatically regenerated and their contents can frequently change, so they are not recommended for production use.


 
 

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