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WordPress-to-lead for Salesforce CRM
[resolved] Lead Source (4 posts)

  1. AlexLuck
    Member
    Posted 12 months ago #

    Hi,

    We would like to assign the appropriate automatic email response to anyone who submits their details in particular Salesforce W2L forms.

    Our developer is trying to write a trigger that automatically detects the Lead Source and sends the appropriate response.

    However, Salesforce is not picking up the WP "Lead Source" field at all set in the WP plugin.

    Has anyone else had this problem and does anyone have suggestions?

    Cheers,

    Alex

    https://wordpress.org/plugins/salesforce-wordpress-to-lead/

  2. Nick Ciske
    Member
    Plugin Author

    Posted 12 months ago #

    However, Salesforce is not picking up the WP "Lead Source" field at all set in the WP plugin.

    Sorry, I can't duplicate this issue, so it must be something specific to your WP install or SalesForce account...?

  3. AlexLuck
    Member
    Posted 12 months ago #

    Hi Nick,

    Thanks for getting back to me. Basically we just want to know:
    How do we create multiple web-to-lead Record Types?

    For example, when someone fills in the Finance form. We want to know that lead is a Finance Lead.

    Cheers,

    Alex

  4. Nick Ciske
    Member
    Plugin Author

    Posted 12 months ago #

    How do we create multiple web-to-lead Record Types?

    The plugin creates one lead per form.

    If you enter the "Finance" in the lead source field at the bottom of the form configuration page (the Form Settings metabox) it should get passed along.

    Note: you do not create a field for lead source, it's baked in to each form. You must use the built in field for the value to be passed successfully -- i.e. you can't have the user choose a 'lead source'.

    You can use a custom field for that, but then your autoresponder would need to reference the custom field, not the lead source.

    If you want to use the "recordType" field, see this thread:
    http://wordpress.org/support/topic/how-to-create-field-for-recordtype?replies=3

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