Web To Lead

Easily set up a page on your website to capture new leads using the WebToLead template.

To create this template, follow the below steps:

1. Login to your AutoRABIT account.

2. Click on Env. Pro. module.

3. Click on Create New Template.

4. Go to the Create Unsupported Metadata Template tab.

5. Give the template a name and a short description of it.

6. Select the WebToLead checkbox available under Web to Lead.

7. Click Add.

8. On the next screen, you'll notice that a Test Case Name appears by default. Click the Add button to add the custom test data. Fill in the required information in the fields below.

   1. Click on icon.
   2. Add Members: Enter the required details in this field and select Add checkbox to activate.

   3. Record Selected Members: Fill in member details, such as company name, email id, and city, in the Order fields.

   4. Once you are finished, click Save to save this page.

   

   
9. Click Save to save the template.

10. Once the template is successfully created, you'll be redirected to the Environment Provisioning History screen.

11. Click the Run button to run the template on your destination org.

12. Select your destination org from the dropdown and enter the email address(es) to receive an email notification whenever the template is run.

13. In the Post Deployment Steps, select the test cases that you have recently created.

14. Please check the View History page for a detailed summary report of the operation carried out.