Create or update a Lead
- Karl Tompson
Prerequisites
A website with the Send2CRM client installed and configured.
A form on the website with the following fields:
First Name
Last Name
Email
Create mapping
Create a new Send2CRM Mapping in Salesforce. Set the Mapping Name to something meaningful, and choose Lead from the Salesforce Object dropdown.
Optional: if this form submission should also create and update visitors, choose Lead from the Identification Lookup dropdown also.
Click Save Changes to generate the mapping. After saving a new button and field appears.
Click the Capture Test Submission… button. A popup displays on screen.
Browse to the website form that should be connected to this mapping. Fill out the fields that you want to map, and submit. Send2CRM will automatically capture the submission details to assist with configuration.
Select the most applicable Form Identifier from the list. This should be something unique enough to ensure that other forms are never handled by this mapping.
Click Save Changes again.
Map fields
Scroll down to Field Mappings and click Add Field Mapping… . Another popup appears to accept the details of a new field mapping. Note the test submission captured above will have populated the available form fields in the dropdown.
The first mapping will use the email address to find an existing Lead. If not found, a new Lead will be created.
Salesforce field: Email
Form field: select the email field from the website form
Inbound Mapping: Matching key
Click Save Mapping. The new field mapping will appear in the list on screen.
Repeat the process for First Name and Last Name fields. Set the Inbound Mapping to Always copy, this will save the supplied values to the Lead on every form submission.
If you don’t want the name changed on existing Leads, set Inbound Mapping to Default value only. The submitted values will only be used if the fields are empty (e.g. for new Leads).
The Company field is usually required on a Lead in Salesforce. If your form has a corresponding field you can map it as above. If not, we can add a fixed value by choosing Value: from the Form field dropdown. An additional text box appears where you can enter the value.
After entering the value, Send2CRM adjusts it so that it is recognized as a literal value, rather than the name of a form field, when processing a submission.
Optional: you might like to set the Lead Source to a fixed value in the same manner as the Company example above.
That’s it! The next time the website form is submitted, a Lead will be created or updated.