Blog

Respond to Leads Faster with Formstack for Salesforce

Blog

Respond to Leads Faster with Formstack for Salesforce

Blog

Respond to Leads Faster with Formstack for Salesforce

Blog

Respond to Leads Faster with Formstack for Salesforce

Blog

Respond to Leads Faster with Formstack for Salesforce

Blog

Respond to Leads Faster with Formstack for Salesforce

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Blog

Respond to Leads Faster with Formstack for Salesforce

Lacey Jackson
/
April 30, 2020
Blog

Respond to Leads Faster with Formstack for Salesforce

MIN
/
April 30, 2020
About the Episode
Episode Highlights
Meet our Guest

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.

Builders blog time requirements


This workflow will take about 20 minutes to setup.

Builders blog tools requirements


Builders blog instructions


1. Establish your Primary Object. Connect your form to any standard or custom object in your Salesforce org 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 for Salesforce to send leads directly to Salesforce, check out our podcast!

Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Blog

Respond to Leads Faster with Formstack for Salesforce

Blog

Respond to Leads Faster with Formstack for Salesforce

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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.

Builders blog time requirements


This workflow will take about 20 minutes to setup.

Builders blog tools requirements


Builders blog instructions


1. Establish your Primary Object. Connect your form to any standard or custom object in your Salesforce org 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 for Salesforce to send leads directly to Salesforce, check out our podcast!

Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Panelists
No items found.
Infographic

Respond to Leads Faster with Formstack for Salesforce

Learn how your sales team can use Formstack for Salesforce to send lead data captured on your site directly to your Salesforce account.
Download InfographicDownload Infographic

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.

Builders blog time requirements


This workflow will take about 20 minutes to setup.

Builders blog tools requirements


Builders blog instructions


1. Establish your Primary Object. Connect your form to any standard or custom object in your Salesforce org 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 for Salesforce to send leads directly to Salesforce, check out our podcast!

Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

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.

Builders blog time requirements


This workflow will take about 20 minutes to setup.

Builders blog tools requirements


Builders blog instructions


1. Establish your Primary Object. Connect your form to any standard or custom object in your Salesforce org 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 for Salesforce to send leads directly to Salesforce, check out our podcast!

Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

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.

Builders blog time requirements


This workflow will take about 20 minutes to setup.

Builders blog tools requirements


Builders blog instructions


1. Establish your Primary Object. Connect your form to any standard or custom object in your Salesforce org 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 for Salesforce to send leads directly to Salesforce, check out our podcast!

Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

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.

Builders blog time requirements


This workflow will take about 20 minutes to setup.

Builders blog tools requirements


Builders blog instructions


1. Establish your Primary Object. Connect your form to any standard or custom object in your Salesforce org 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 for Salesforce to send leads directly to Salesforce, check out our podcast!

Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

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.

Builders blog time requirements


This workflow will take about 20 minutes to setup.

Builders blog tools requirements


Builders blog instructions


1. Establish your Primary Object. Connect your form to any standard or custom object in your Salesforce org 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 for Salesforce to send leads directly to Salesforce, check out our podcast!

Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

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.

Builders blog time requirements


This workflow will take about 20 minutes to setup.

Builders blog tools requirements


Builders blog instructions


1. Establish your Primary Object. Connect your form to any standard or custom object in your Salesforce org 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 for Salesforce to send leads directly to Salesforce, check out our podcast!

Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

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.

Builders blog time requirements


This workflow will take about 20 minutes to setup.

Builders blog tools requirements


Builders blog instructions


1. Establish your Primary Object. Connect your form to any standard or custom object in your Salesforce org 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 for Salesforce to send leads directly to Salesforce, check out our podcast!

Subscribe to the Formstack YouTube channel to get notified when new videos from our Builders series come out.

Lacey Jackson
Lacey is the Demand Content Strategist at Formstack focused on developing in-depth technical content about the Formstack platform for a variety of industries.
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