Salesforce touches on pretty much every aspect a CRM can. For lead acquisition, Salesforce provides their own form solution, called ‘Web-To-Lead’. So where do we come in? FormAssembly.com can replace a touch with a firm grasp when it comes to gathering data on your prospective clients. Here are 5 reasons why FormAssembly can be a better choice for web-to-lead form processing.

1. Smarter lead creation: Avoid duplicates, handle existing accounts.

A Web-to-Lead form once submitted automatically generates a new lead in Salesforce. But what if the company already exists in your system as an Account? Wouldn’t it be better to create a new contact and an opportunity instead of a Lead? With FormAssembly’s Salesforce integration, not only you can create a lead, but you can search existing records for a specific field then update an existing lead, create a new lead or create an altogether different object.

2. Record more data: Not just a lead. Add notes, attachments, tasks…

Every business has different needs and flexibility is key. Your web-to-lead can collect more data, using custom fields and attachments if needed. You can also create other objects at the same time, like tasks or notes. Something that would require coding a trigger in Salesforce can be done quickly and easily in FormAssembly.

3. Simple to setup: Zero to Collecting Data in minutes.

Forms created with FormAssembly work immediately. You can test them without having to mess with your website and HTML. Of course, if you want to, you can place the form on your own website when you’re ready. For more information, read how you can get your form up and running in seconds.

4. Customize your form: Look & Feel, Layout, anything…

No need to know HTML, javascript or CSS. Our web-based Form Builder and Theme Editor make it very easy to customize the layout and the look & feel of your forms to match your organization’s branding. Check out our documentation to learn more about the Theme Editor.

5. Work with any object: Go beyond leads.

Do you need to handle a relationship between your lead and another Salesforce record? Like a Campaign, or a custom object? With FormAssembly, you can use custom links and hidden fields to store references, lookups to find records and field mapping to set relationships. Your form can update or create any type of object and handle any dependencies.

That’s it! Hopefully, this helped you get a better understanding on how to get the most out of your time with FormAssembly. Feel free to contact us with ideas, questions or hit us up on Twitter.

Pin It on Pinterest

Share This