The MegaTech template includes a pre-built integration for connecting Webflow forms with Salesforce, a leading customer relationship management (CRM) platform. This integration uses Pardot form handlers to seamlessly capture leads from your website forms and store them directly in your Salesforce CRM. This walkthrough will guide you through setting up and configuring this feature, enabling you to effectively manage and analyze customer interactions throughout the customer lifecycle.

Benefits of Salesforce integration

Implementing the Salesforce integration offers several advantages for your Webflow site:

1. Seamless lead capture: Automatically send form submissions from your Webflow site to Salesforce, ensuring no leads slip through the cracks.
2. Centralized lead management: Store and manage all your leads in one place, making it easier for your sales team to follow up and nurture prospects.
3. Customizable lead data: Map Webflow form fields to corresponding Salesforce fields, allowing you to capture the specific information you need for effective lead qualification and segmentation.
4. Automated lead assignment: Set up completion actions to automatically assign new leads to the appropriate sales reps or teams based on predefined criteria.
5. Enhanced campaign tracking: Associate form submissions with specific marketing campaigns in Salesforce, enabling you to measure the effectiveness of your lead generation efforts.
6. Streamlined sales process: Integrate your website's lead generation with your sales pipeline, ensuring a smooth transition from lead capture to sales follow-up.

1. Creating a Salesforce form handler

To set up the Salesforce integration, you first need to create a Form Handler in Salesforce:

1. In Salesforce, go to Marketing > Forms > Form Handlers.
2. Click 'Add Form Handler'.