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 How to create a "Web to Lead" form...?
 
spacecowboy
176 posts
5th
Joined
11/21/2007

How to create a "Web to Lead" form...?
Posted: 05 Sep 08 8:22 AM

Hi I'm back! :)

All I want to do is create a simple web to lead type html page that a user fills in and his/her details get captured by the system as an opportunity/lead. I have no idea where to start so a few pointers/tips would be appreciated. The webpage will be on a seperate server as Splendid so has to be a flat html post or get or whatever. Not worried about security at this point, although obviously dont want to expose splendid...

Thanks in advance & I'll post my journey here for others who might need it.

SP

spacecowboy
176 posts
5th
Joined
11/21/2007

Re: How to create a "Web to Lead" form...?
Posted: 05 Sep 08 9:54 AM

Ok splendid exposes a web services interface, so the logical thing would be to use that to stick things in from external pages...

eg http://mysplendidurl/soap.asmx gives you a list of the operations supported

Now to figure out how to make my little page call the operation...

support
2098 posts
1st
Joined
1/3/2006

Re: How to create a "Web to Lead" form...?
Posted: 05 Sep 08 11:51 AM
The problem with going external is that your app will need to login and create a session ID.  It is a bit of a pain, so if your other app is on the same web server, your are probably better off going directly to the database and calling our stored procedures.
spacecowboy
176 posts
5th
Joined
11/21/2007

Re: How to create a "Web to Lead" form...?
Posted: 05 Sep 08 1:20 PM

Ok it was easy enough to insert a record directly into the leads table using a FormView...  but I'm concerned that because the row isn't complete it might not work as expected when converting a lead to a contact for example. As suggested calling the SP is preferable...

Now to figure out how to send parameters to the stored procedure directly

tales11
1 posts
Joined
10/23/2008

Re: How to create a "Web to Lead" form...?
Posted: 23 Oct 08 2:42 PM Modified By tales11  on 10/23/2008 2:43:11 PM)

Is there a straight forward way to submit a web lead to SplendidCRM from a 3rd party site that is NOT on the same system?

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