Salesforce

Web-to-lead forms are simple until every copy change or new field becomes a request to a developer. This app puts a form builder in the page editor, and submissions go to Salesforce as leads.

What you can do

• Salesforce Form field: a custom field for component models that opens a form builder.
• Choose and reorder fields: decide which fields your site shows, and put them in order.
• Set the details: choose the Return URL visitors land on after submitting, and the submit button text.
• Leads to Salesforce: submissions are stored as new lead records, where they can be scored, qualified and routed.

Who it's for

Marketing and sales-ops teams who capture leads in Salesforce and want editors to adjust forms without a release. Developers render the form data once, so later form changes don't need a release.

You need your Salesforce web-to-lead OID. The docs show how to find it and render the form in Next.js.

Get started

1. Generate your OID In Salesforce, open the Web-to-Lead page, create a form and generate the HTML, then copy the OID value.
2. Install the app Open Settings → Apps in Agility, install Salesforce and enter the Lead OID.
3. Add the field Add a Salesforce custom field to a component model.
4. Build the form Add the component to a page and use the form builder to choose fields, a return URL and submit text.
5. Render it Convert the form data to HTML in your front end. The docs show a Next.js example.