Salesforce Docs Portal

Integrate Form Handlers with Web-to-Lead Forms

Use a form handler with an existing Salesforce Web-to-Lead form to track campaigns and sources in the micro-level web analytics available in Account Engagement. The integration posts form data to both Salesforce and Account Engagement almost simultaneously.

Required Editions

Available in: All Account Engagement Editions
User Permissions Needed
To create a form handler: Account Engagement Administrator or Marketing role

We don’t recommend using this method if you use completion actions to assign prospects. Duplicate records are created when both the completion action and Web-to-Lead form create prospects.

  1. Open the Form Handlers page.
    • In Account Engagement, select Marketing | Forms | Form Handlers.
    • In the Lightning app, select Content and then select Form Handlers.
  2. Click + Add Form Handler.
  3. Name the form handler.
  4. Select a folder.
  5. Select a campaign.
  6. Mark Enable data forwarding to the success location. When Account Engagement receives the post, the same data post is transferred to the success location.
  7. From the Success Location dropdown, select Specific URL and enter the Salesforce post address URL from your Web-to-Lead form code.
    • Forwarding to Salesforce production—Typically, the success location in this scenario looks something like https://webto.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8.
    • Forwarding to a Salesforce sandbox—Typically, the success location in this scenario looks something like https://MyDomainName--SandboxName.sandbox.my.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8.
  8. From the Error Location dropdown, select Specific URL, and enter the URL for the form. Visitors are redirected here upon a submission error.
  9. Add and map form fields. Repeat these steps for each field on your form.
    1. Click +Add New Field.
    2. Enter External Field Name. The name is specified by the ‘name=’ attribute of the input tag in the HTML of your external form. External field name is case-sensitive.
    3. Select the appropriate prospect field.
    4. Save your changes.
  10. Click Create Form Handler.
  11. In the Summary section, copy the endpoint URL.

In your Web-to-Lead form source code, change the post URL to the form handler’s endpoint URL, and change the return URL to your confirmation page.