Send leads to Salesforce

Creates a lead through a Make scenario.

1. Add a channel field to leads

   In Salesforce, go to SetupObject ManagerLeadFields & Relationships and select New. Choose Text and name it VisitorLayer Channel.

2. Create a webhook in Make

   In Make, create a scenario. Add the Webhooks app's Custom webhook trigger, add a new webhook, and copy its address. Leave the module waiting for data.

3. Add the webhook in VisitorLayer

   Open your project's Webhooks and select New webhook. Use the Make address as the Endpoint URL, choose your lead form, and paste this payload. No headers are needed.

   PayloadCopyCopied

   {
     "email": "{{form.email}}",
     "name": "{{form.name}}",
     "phone": "{{form.phone}}",
     "channel": "{{attribution.channel}}",
     "source": "{{attribution.utm_source}}",
     "campaign": "{{attribution.utm_campaign}}",
     "landing_page": "{{page.landing_path}}"
   }

   Rename each form. token to match your form's fields, or pick them from Insert field. A field your form does not capture sends null.

   Save, then select Test webhook. Make reads the fields from that request.

4. Create the lead in Salesforce

   In Make, add the Salesforce app's Create a record module, connect your Salesforce account, and choose the Lead object. Map:

   Last Name	name
   Company	Type a fixed value, such as Website lead. Salesforce requires it.
   Email	email
   Phone	phone
   VisitorLayer Channel	channel

   Save the scenario and turn it on, so it runs as each lead arrives.

5. Send a test lead

   Submit your form on the live site. The lead appears in Salesforce with VisitorLayer Channel filled in.

   Make accepts each request before it runs the scenario, so the webhook shows Healthy even when Salesforce rejects a lead. Check the scenario's history in Make for Salesforce errors.