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Hannah Lake Is web to Opportunity possible?
Our leads are pre qualified by our web form. At the moment we have Web to Lead set up but it wastes time as we already know they are opportuntities. Our sales team waste valuable time converting them.
Is it possible to set up a web to opportunity system? Some may be exsising accounts other may be new accounts and contacts..
Many thanks for your thoughts
Is it possible to set up a web to opportunity system? Some may be exsising accounts other may be new accounts and contacts..
Many thanks for your thoughts
This will certainly require some apex development.
Such integrations can be implemented by exposing a custom REST service to capture the values as submitted on the web form and update the opportunity that needs to be with all custom logic that needs to be incorporated.
It will be the web platform's responsibility to invoke the API exposed by Salesforce. You can find more on building custom REST services on the documentation here (https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest.htm).
If this solution helps, Please mark it as best answer.
Thanks,
All Answers
This will certainly require some apex development.
Such integrations can be implemented by exposing a custom REST service to capture the values as submitted on the web form and update the opportunity that needs to be with all custom logic that needs to be incorporated.
It will be the web platform's responsibility to invoke the API exposed by Salesforce. You can find more on building custom REST services on the documentation here (https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest.htm).
If this solution helps, Please mark it as best answer.
Thanks,