Salesforce Web to Lead or Any Thing Using FormAssembly
post-template-default,single,single-post,postid-59703,single-format-standard,pmpro-body-has-access,qode-core-1.3,ajax_fade,page_not_loaded,, vertical_menu_with_scroll,smooth_scroll,side_menu_slide_from_right,grid_1300,blog_installed,wpb-js-composer js-comp-ver-5.5.2,vc_responsive

Salesforce Web to Lead or Any Thing Using FormAssembly

Salesforce Web to Lead or Any Thing Using FormAssembly

Fascinating the visitors to your websites is an important part of digital marketing. A well-designed form taking information about visitors and interest in your services can bring a lot of revenue to your business.


If you are worrying or not knowing about HTML or CSS to build a lead form – don’t you worry! This blog will help you to create simple but attractive forms without writing a single line of code. Let’s introduce you to FormAssembly.


What is FormAssembly for Salesforce?


It’s a paid enterprise cloud form creation and data collection form which creates rich and engaging forms with form builders.


Why FormAssembly?


  • Easy to use and easy to integrate with salesforce.
  • Capturing more data like notes and attachments.
  • Point and click.
  • No code.
  • Easy to customize your form.
  • Accept payments via stripe or pay pal.


Steps to capturing lead:




i) Login to the FormAssembly (You can use 14 days free trial).

ii) Click the build option from the left pane and click the blank form if you want to create a form from scratch.

Creation of Form with FormAssembly


iii)Then drag and drop the columns from the “Add Content “ option you need for the form.


Design the form with FormAssembly


iv) After the customization, your form will look like this below.

Form created with FormAssembly



After building the form you have to connect it with salesforce. Click the connector option from the left pane. select the salesforce option to connect the form with salesforce and define which fields we have to map.


connection between Salesforce FormAssembly



Click the “Publishing” option. Then download the HTML code and paste it into your website wherever you want.


Publishing the form from the FormAssembly


Finally, your form is ready to use. Just fill the form and click the submit button. Voila – your lead will appear in your salesforce org.


Capturing the Lead with FormAssembly in Website



Lead record created with FormAssembly in Salesforce

SPT India About the author