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.