The Complete Step-by-Step Guide to Web-to-Lead in Horilla CRM
Web-to-Lead is a powerful feature in Horilla CRM that automatically captures leads from the website and stores them directly in the CRM. Instead of manually entering lead information, organizations can embed a lead capture form on their website and instantly convert visitor submissions into CRM leads.
Thank you for reading this post, don't forget to subscribe!This blog walks you through how Web-to-Lead works in Horilla CRM, from building the form to embedding it on your website and capturing leads successfully, using the screens shown above.
What is Web-to-Lead?
Web-to-Lead enables you to:
- Capture visitor details from your website
- Automatically create lead records in Horilla CRM.
- Assign leads to a specific owner.
- Customize form fields, design, and behavior.
- Reduce manual data entry and response delay.
Accessing Web-to-Lead in Horilla CRM
To configure Web-to-Lead:
- Navigate to Settings
- Open the Lead section.
- Click on Web to Lead
This opens the Lead Capture Form Builder, where you can design and manage your web forms.
Creating a Web-to-Lead Form
Form Name
- Enter a meaningful Form Name, such as Contact Us
- This name is used internally for identification.
Selecting Lead Fields
Available Fields
You can choose from predefined lead fields such as:
- Title
- First Name
- Last Name
- Contact Number
- Fax
- Company
- Industry and more
Click the “+” icon next to any field to add it to the form.
Selected Fields
- Displays all fields currently added to the form
- Fields can be removed using the delete (✖) icon.
- Mandatory fields are automatically marked with an asterisk (*)
This ensures only relevant information is collected from visitors.
Enable Return URL
- Toggle Enable Return URL if you want users redirected after submission
- Useful for redirecting to a thank-you page or confirmation page
Success Message Settings
Success Message
- Example:
“Thank you for contacting us!”
Success Description
- Example:
“We have received your information and will get back to you soon.”
These messages are displayed after successful form submission if no redirect URL is used.
Language
- Choose the language used in the form
- Helps in multilingual customer engagement
Lead Owner
- Select a default Lead Owner
- All leads captured through this form will be automatically assigned to the selected user.
- Ensures clear ownership and faster follow-up
Form Color
- Customize the button and header color.
- Helps match your website’s branding
- Changes are reflected immediately in the preview.
Live Form Preview
The right side of the screen shows a real-time preview of the form, including:
- Form title
- Input fields
- Required field indicators
- Submit button
Generating the Web-to-Lead Form
Click the Generate button once the configuration is complete.
This finalizes the form and generates embed codes.
Embed Code Generation
Once generated, Horilla CRM displays two embedding options:
1. IFRAME Embed Code
- Ready-to-use iframe snippet
- Ideal for quick integration
- Automatically handles styling and responsiveness.
You can:
- Copy the code
- Paste it into your website’s HTML where the form should appear.
2. Generated HTML Code
- Provides raw HTML form structure
- Useful for advanced customization
- Developers can modify layout, styles, or scripts if needed.
Buttons like Copy Code and Preview help validate before deployment.
Final Web-to-Lead Form in Action
Once embedded, the form appears on your website as a clean, responsive Contact Us form with the selected fields.
When a visitor submits the form:
- The data is instantly sent to Horilla CRM
- A new lead record is created.
- The lead is assigned to the selected owner.
- Success message or redirect is triggered.
This screen shows leads automatically created in Horilla CRM from website submissions using the Web-to-Lead form.
Benefits of Web-to-Lead in Horilla CRM
- Automated lead capture
- Faster response time
- Consistent data entry
- Customizable form design
- Easy website integration
- Improved lead management efficiency
Conclusion
The Web-to-Lead feature in Horilla CRM simplifies the entire lead acquisition process by seamlessly connecting your website with your CRM system. With an intuitive form builder, real-time preview, and flexible embed options, businesses can start capturing high-quality leads within minutes.By implementing Web-to-Lead, organizations ensure that no inquiry is missed, every lead is tracked, and sales teams can respond faster and smarter.
