About the Web To Lead App

The Web to Lead app gives you a public page you can embed on your website to capture leads. 

Potential customers (or leads) can fill in their contact information by way of a web form so your staff can follow up with them. 

App perks

When a potential customer fills in the information on the web to lead form, it will automatically:

  • Create a new lead in the Contacts App.
  • Create a Sales Opportunity associated with that Lead.
  • Create two activities: One that a lead was entered, another to follow-up with the lead.
  • Notify your staff via email so they can reach out to the lead; no more missed opportunities.

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