How to Send Leads to Salesforce

You can deliver leads directly to Salesforce using their built-in Web-to-Lead functionality. This allows lead data captured on your website or platform to be sent automatically to your Salesforce CRM.

The customer (or the Salesforce admin) will need to create a Web-to-Lead form inside Salesforce.

Follow Salesforce’s official guide for setup: Set Up Web-to-Lead

Required fields: To ensure compatibility, the form must include the following fields:

• First Name

• Last Name

• Email

• Phone

• Description

These fields are used to map lead data sent from your system into Salesforce.

After creating the form, Salesforce will generate an HTML snippet that looks similar to the example below:

<form action="https://test.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8&orgId=00DNq000000LMS9" method="POST">
  <input type="hidden" name="oid" value="00DNq000000LMS9">
  <input type="hidden" name="retURL" value="http://">
  <label for="first_name">First Name</label><input id="first_name" name="first_name" type="text" />
  <label for="last_name">Last Name</label><input id="last_name" name="last_name" type="text" />
  <label for="email">Email</label><input id="email" name="email" type="text" />
  <label for="phone">Phone</label><input id="phone" name="phone" type="text" />
  <label for="description">Description</label><textarea name="description"></textarea>
</form>

From this code, you only need the form action URL — the part that looks like this:

https://test.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8&orgId=00DNq000000LMS9

This URL is where your system will send lead data.

Once you have the form action URL, use it to create a new lead recipient for Salesforce in your system’s lead delivery settings.

• Choose HTTP POST (or “Webhook”) as the delivery type.

• Paste the Salesforce Web-to-Lead action URL as the endpoint.

• Map the fields (First Name, Last Name, Email, Phone, Description) to ensure your data matches Salesforce’s form structure.

Once set up, new leads submitted through your site will be sent directly to Salesforce and appear as new Leads in your CRM.

• If no leads appear in Salesforce, confirm that the orgId in your URL matches your Salesforce organization ID.

• Ensure the Web-to-Lead feature is enabled in Salesforce Setup.

• You can test your form URL manually by submitting test data through a tool like Postman or a basic HTML form.