Declone Web-to-Lead
Any web form can be used to search and update the matching Contact or Lead in Salesforce. If a match is found, fields can be updated while archiving overwritten or new information. The Salesforce Campaign module is fully supported and Tasks or email notifications can be created. New Contacts can be created in existing Accounts and new Leads from same company can be identified and linked.
If you use a Marketing Automation app, you need Ringlead’s Declone Web-To-Lead
Declone Web-to-Lead is the perfect duplicates prevention complement to all of the leading Marketing Automation (MA) applications (learn about our integration with Eloqua). Many people, even the salespeople of the leading MA companies, believe that the MA applications have Salesforce duplicate prevention features. The truth is that they do and they don’t. These applications’ native duplicates prevention tools work on email matching only, and they do not work across objects. Email only matching – which is the full extent of most marketing automation tools’ deduplication capabilities – misses sixty percent of all duplicates.
Up to 80% of your Web Leads can be Duplicates
Don’t believe us? Take a look at our sample web to lead logs, which show the total number of web form submissions as well as the number of those leads that were automatically sorted out by the Declone Web-to-Lead application. The Duplication Rate (calculated by dividing the number of duplicate records by the total number of web form submissions) for some of our clients ranges from 30% all the way up to 80%.
To see sample logs from a few of our clients, click here.
Web to Lead as a migration tool
Declone Web-to-Lead can also be configured to act as a REST API sitting between any data source and Salesforce to prevent duplicate data from being migrated into your Salesforce instance. This configuration is particularly useful for large data migrations.
What is Web Form SPAM?
Web Form SPAM is a computer generated web form submission that bypasses security protocols to create a Lead. The Lead contains advertisements for the marketing and sales personnel who view the Lead details. Spammers also obtain email lists and implant them together with their advertisements in Salesforce. A future email campaign sends SPAM on the behalf of the infected victim.
Web form SPAM is common for any company with a significant web presence. It damages the infected company’s brand image and may have legal consequences. However, it is possible to significantly reduce Web Form SPAM in Salesforce.
RingLead Can Help
Using Declone Web-to-Lead, web form SPAM can be ignored or sent to a Salesforce Queue to confirm and delete rather than sending directly to your sales team. The following features are available:
IP Address Filtering
- RingLead can be configured to ignore web form submissions from specific IP addresses from known spammers.
Domain Filtering
- RingLead can be configured to ignore web form submissions containing specific email domains in the email address.
Company Name Filtering
- RingLead can be configured to ignore web form submissions containing specific company names.
Content Filtering and Containment Queue
- Assignment rules in Salesforce can assign potential web form SPAM submissions to be owned by a Salesforce queue. The queue can be cleaned out on a regular basis. It becomes much easier to maintain with RingLead. Subsequent web form submissions will simply match the existing Lead in the queue rather than creating duplicate Lead.
Lead Scoring for Web Forms
Lead scoring is a great way to trigger notifications after one or more web forms have been completed. Workflow rules can be setup in Salesforce to send an email or create a task after a certain score has been reached for any prospect.
By using a custom field in Salesforce and increasing the value of this field by one or more points for each web form, lead scoring management is easy to setup and manage.
in Declone Web-to-Lead, field actions for updating fields in a matching Lead can be configured to count the web forms submitted or score the Lead based on which web form was submitted.
Using the “Increment” field action, the custom field will be increased by the number submitted in a hidden field on the web form. Using this field action, each web form can be configured to increase the lead score by one or more points depending on the web form.
In Salesforce, workflow rules can be configured to trigger various actions when this custom field reaches predetermined values. For example, if a person submits a web form with a lead score value of 1 and another web form with a lead score value of 2, a workflow rule in Salesforce can be configured to notify the owner of the Lead that this lead score has reached a value of 3 and it is time to reach out and give this prospect a phone call.
RingLead Web-to-Lead Features:
- Easy Web-to-Lead Integration. Simply change one line of HTML code on your existing Web form.
- Offers real-time de-duplication of online contact web forms.
- On-demand application; no messy software to download
- Update all Leads, Contacts, and Accounts without losing any data
- Simple, straightforward implementation
- Basic pattern matching of first and last names, email, phone number, and company fields.
- Heuristic pattern matching based on first and last names, email, domain, phone number, and company fields.
- Updates blank fields of existing Lead/Contact or creates a new Lead.
- Capture new information without losing any data.
- Associate Campaigns for matching Lead/Contact.
- Assign Tasks based on pre-configured criteria.
- Custom enhancements based on your organization’s business practices.
