Send Website Leads to Salesforce Automatically
Form submissions and AI chat captures become Lead records in your Salesforce org within seconds. A modern replacement for Web-to-Lead, without the styling limits and without middleware.
How the Connection Works
Site2CRM connects to Salesforce with OAuth 2.0. You log in to your org once and approve API access; Site2CRM detects and stores your org's instance URL automatically, so it works no matter which Salesforce instance your company runs on. No connected app configuration or security token juggling on your side.
Open Integrations
In Site2CRM, go to Integrations and choose Salesforce.
Connect
Click Connect. You are sent to Salesforce to log in to your org.
Allow access
Approve the API access request. You need a profile with the API Enabled permission, which system administrators have by default.
Done
The integration shows Connected, Salesforce becomes your active CRM, and new leads sync from that moment on.
What Syncs to Salesforce
Leads
Each captured lead becomes a standard Salesforce Lead record, ready for your existing qualification and conversion process.
Your process, unchanged
Leads arrive as normal Lead records, so the views, reports, and conversion flow your team already uses apply to them automatically.
Duplicate rules respected
Records are created through the standard Salesforce API, so any duplicate rules your org enforces on Leads continue to apply.
Field Mapping
| Site2CRM field | Salesforce field |
|---|---|
| Name | FirstName, LastName |
| Company | Company |
Salesforce requires LastName and Company on every Lead; when a visitor leaves them blank, Site2CRM fills them so the record is never rejected. Phone, lead score, and source details stay on the lead in Site2CRM.
How duplicates are prevented
Deduplication happens at capture, before anything touches Salesforce. When the same email submits again within 24 hours, Site2CRM matches it to the existing lead instead of creating a new one. On the Salesforce side, records go through the standard API, so your org's own duplicate rules keep working exactly as they do for any other Lead source.
Reliability
Sync runs as a background job within seconds of capture, so your visitor never waits on the Salesforce API. Every lead is always stored in Site2CRM first, which means a Salesforce outage or permission problem can never lose the lead itself; it stays in your Site2CRM queue either way.
Requirements
- A Salesforce edition with API access (Enterprise and Unlimited include it; Professional requires the API add-on)
- A user profile with the API Enabled permission to authorize the connection
- A Site2CRM Starter plan or higher (the free plan does not include CRM sync)
Web-to-Lead without the trade-offs
Salesforce's built-in Web-to-Lead forms work, but they lock you into Salesforce's styling, cap daily volume, and cannot hold a conversation. Site2CRM gives you branded multi-step forms and an AI chat agent on the capture side, while the Salesforce side stays exactly what your admins expect: standard Lead records arriving through the API.
Frequently Asked Questions
Does it create Leads or Contacts?
Leads. Each captured visitor becomes a standard Salesforce Lead record, so your existing qualification and lead conversion process applies. Convert to Contact and Account on your side exactly as you do today.
Which Salesforce editions are supported?
Any edition with API access: Enterprise and Unlimited out of the box, and Professional with the API access add-on. Essentials does not include API access.
Do I need to build a connected app?
No. You click Connect, log in to your org, and approve. Site2CRM handles the OAuth flow and detects your instance URL automatically.
Will it fight with our duplicate rules?
No. Records are created through the standard Salesforce API, so your org's duplicate rules evaluate them the same way they evaluate any other incoming Lead.
Do AI chat leads sync too?
Yes. Leads captured by your AI chat agent go through the same pipeline as form submissions and arrive in Salesforce the same way.
Keep Salesforce. Stop losing website leads.
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