Salesforce offers its customers a simple and excellent way to capture leads directly from your website. We have found that many Salesforce customers are unaware of the standard web-to-lead functionality that is available to every Salesforce account. As a result, we are spreading the word and educating our customers about this functionality as well as our new DDP delivery option for completing the sales cycle. We have recently added the ability for our customers to have DDPs delivered as part of a web-to-lead (or web-to-anything) business workflow.

So where does document automation fit into capturing leads from your website?

By allowing a dynamic document package (DDP) to be created by an event that starts from a customers website, we can allow companies to completely automate everything from emailing customized marketing materials based on the prospect’s interests, to creating a sales contract, to obtaining a new sales quote. Anything is possible.

Here’s where the DDP fits into the puzzle: You have your web-to-lead form up on your website and you are capturing data for a new lead. This data is automatically populated into your Salesforce Lead object. This is often where things stop. By adding custom document creation to the puzzle, you can now have lead data trigger a workflow that generates the appropriate customized document package and then automatically deliver the document package by email to the new lead via outbound messaging.

For a quick and simple Drawloop example, click here.

Visit Two-Minute Tip on Web to Lead on Salesforce’s blog to learn more about getting started with website lead capture.