Integration with Salesforce: Create Web-to-Lead Forms

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With SurveyJS Form Builder, you can easily create web-to-lead forms to capture essential lead information and submit it directly to your Salesforce CRM for further lead management by your sales team. This example demonstrates how to integrate the Form Builder with Salesforce to set up an effective web-to-lead form. Common Salesforce fields appear in the Form Builder's Toolbox, ready for you to drag and drop them onto the design surface to customize your form. Once completed, open the JSON Editor tab to view the survey JSON schema, which outlines the form's structure and layout. Feed this schema into the SurveyJS Form Library to render your web-to-lead form on a webpage. The code from this example can also be adapted to integrate SurveyJS with other Salesforce web forms or similar CRM platforms, including custom in-house systems. Read more...

Designer
Preview
Logic
JSON Editor
Choice Questions
Radio Button Group
Rating Scale
Checkboxes
Dropdown
Multi-Select Dropdown
Yes/No (Boolean)
File Upload
Image Picker
Ranking
Text Input Questions
Single-Line Input
Long Text
Multiple Textboxes
Containers
Panel
Dynamic Panel
Matrix Questions
Single-Select Matrix
Multi-Select Matrix
Dynamic Matrix
Misc
HTML
Expression (read-only)
Image
Signature
Salesforce Fields
Address
Annual Revenue
Campaign
City
Company
Company Name (Local)
Country
Description
Do Not Call
Email
Email Opt Out
Fax
Fax Opt Out
First Name
First Name (Local)
Industry
Last Name
Last Name (Local)
Lead Owner
Lead Record Type
Lead Source
Lead Status
Mobile
No. of Employees
Phone
Rating
Salutation
State/Province
Title
Website
ZIP
Your form is empty
Drag an element from the toolbox or click the button below.
Add Question
Survey Settings
Start configuring your formClick any category icon to explore survey settings. Additional settings will become available once you add a survey element to the design surface.
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