Speed is the name of the game when it comes to connecting with your leads. According to Harvard Business Review, only 26% of companies respond within five minutes of an inquiry. This number is shockingly low when you consider companies that respond within an hour of a customer’s inquiry are seven times more likely to qualify a lead.
What if I told you it’s possible to create an automated, customized, lead follow-up experience? In today’s Builders tutorial, we’re going to walk through how you can embed a web-to-lead form on your site, automatically send that data to Salesforce, and generate an automated email based on details provided by the lead.
This workflow will take about 20 minutes to setup.
1. Establish your Primary Object. Connect your form to any standard or custom object in your Salesforce account so new records are created when lead data comes in.
2. Create your web-to-lead form. Use fields from Objects directly in your Salesforce org to create your form.
3. Prepare an automated email. Use field details such as name or area of interest to tailor your automated email to fit your customer.
4. Run a test. Fill out your web-to-lead form with test data to see your workflow in action!
To hear how Formstack higher education client CNM Ingenuity uses Formstack Salesforce app to send leads directly to Salesforce, check out our podcast!