Insights and Inspiration – The Hostnicker Blog

Connecting Webflow Enterprise to Salesforce for Lead Management

December 12, 2024

First, establish a Salesforce account if you don't already have one. Visit the Salesforce website and select a plan that suits your needs, keeping in mind you may need the Enterprise version for advanced features.

Next, ensure Salesforce's API is enabled to allow Webflow communication. In Salesforce Setup, search for API and confirm that API access is activated for your organization.

For the integration, create a connected app in Salesforce:

1. In Salesforce Setup, search and select App Manager.
2. Click on New Connected App.
3. Complete the fields with a meaningful Connected App Name, an auto-generated API Name, and your contact email.
4. Under the API (Enable OAuth Settings) section, check Enable OAuth Settings.
5. Use a temporary placeholder for the callback URL, which you will later replace with your Webflow site URL.
6. Choose the necessary OAuth scopes like Full access (full) and Perform requests on your behalf at any time (refresh_token, offline_access).
7. Save the configuration and copy both the Consumer Key and Consumer Secret for later use.

Then, set up the integration in Webflow:

1. Log into your Webflow account, select your project, and navigate to project settings.
2. In the Integrations tab, select Salesforce and add the integration.
3. Enter the previously copied Consumer Key and Consumer Secret.
4. Define your project's callback URL, which is the URL for Salesforce redirection upon successful authentication.
5. Save these settings.

Design your Webflow site to capture leads effectively:

1. Place a form on the desired page by dragging and dropping the form element onto your design canvas.
2. Customize form fields to collect necessary information like name, email, and phone number.
3. Set the form action URL to correspond with Salesforce's endpoint for lead creation, referring to Salesforce documentation for specifics.
4. Ensure proper form field integration with Salesforce, accurately mapping Webflow fields to Salesforce lead fields.

Before launching the system, test the integration:

1. Submit test data through your Webflow form.
2. Check Salesforce's Leads section to see if the submitted data is accurately transferred.
3. If problems persist, review settings in both Webflow and Salesforce to ensure correct configurations.

After going live, consistently monitor Salesforce for lead data and discrepancies, refining your forms and processes based on insights for improved lead management. This integration helps streamline workflows and bolster your team's ability to nurture and convert potential leads effectively, enhancing sales outcomes for your organization.