**Web-to-Lead** is the process of **collecting data** in a webform and inject it immediately into **Salesforce** for further actions.  
The goal is to **enable a connection between your webform in the site and your Salesforce instance** so that, when a user is submitting the form, the data are sent automatically in Salesforce for CRM consideration.



 

 

 



 

 

 

 





 [   ![Web to lead - Salesforce configuration ](/sites/g/files/dvc2391/files/styles/media/public/image/2025/10/Understanding%20Web%20to%20lead%20%2811%29.png.webp?itok=yL2hu0p0)   ](https://drive.google.com/file/d/1U5p7nrUPKpf8mgFzXedxro8cO0hyXUjl/view?usp=sharing)[1. Salesforce configuration](https://drive.google.com/file/d/1U5p7nrUPKpf8mgFzXedxro8cO0hyXUjl/view?usp=sharing)

 

###       [1. Salesforce configuration](https://drive.google.com/file/d/1U5p7nrUPKpf8mgFzXedxro8cO0hyXUjl/view?usp=sharing) 

 

 

 



 

 [   ![Web to lead - Website configuration ](/sites/g/files/dvc2391/files/styles/media/public/image/2025/10/Understanding%20Web%20to%20lead%20%284%29.png.webp?itok=32WiRyQr)   ](https://drive.google.com/file/d/1U5p7nrUPKpf8mgFzXedxro8cO0hyXUjl/view?usp=sharing)[2. Website configuration](https://drive.google.com/file/d/1U5p7nrUPKpf8mgFzXedxro8cO0hyXUjl/view?usp=sharing)

 

###       [2. Website configuration](https://drive.google.com/file/d/1U5p7nrUPKpf8mgFzXedxro8cO0hyXUjl/view?usp=sharing) 

 

 

 



 

 [   ![Web to lead - Lead auto response rules](/sites/g/files/dvc2391/files/styles/media/public/image/2025/10/Understanding%20Web%20to%20lead%20%2814%29.png.webp?itok=mlt2b-Sx)   ](https://drive.google.com/file/d/1U5p7nrUPKpf8mgFzXedxro8cO0hyXUjl/view?usp=sharing)[3. Lead auto response rules](https://drive.google.com/file/d/1U5p7nrUPKpf8mgFzXedxro8cO0hyXUjl/view?usp=sharing)

 

###       [3. Lead auto response rules](https://drive.google.com/file/d/1U5p7nrUPKpf8mgFzXedxro8cO0hyXUjl/view?usp=sharing) 

 

 

 



 

 [   ![Web to lead - Test and debug](/sites/g/files/dvc2391/files/styles/media/public/image/2025/10/Understanding%20Web%20to%20lead%20%289%29.png.webp?itok=XMOHZ5X9)   ](https://drive.google.com/file/d/1jMBE7eXRk386iksHKKBAxo7RYO16dYk1/view?usp=sharing)[4. Test & debug](https://drive.google.com/file/d/1jMBE7eXRk386iksHKKBAxo7RYO16dYk1/view?usp=sharing)

 

###       [4. Test & debug](https://drive.google.com/file/d/1jMBE7eXRk386iksHKKBAxo7RYO16dYk1/view?usp=sharing)