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Salesforce Solution: Automated Website Lead Capture for the Oil & Energy Industry

A management consulting firm received an advanced lead capture for the website with automatic lead creation workflow and attachment handling for maximum efficiency. Know how this was done.

About the Client


The client is a global consulting and event-organizing firm specializing in complex infrastructures within the Oil and Energy industry. They assist international and private clients in planning, developing, designing, and maintaining essential infrastructure globally.

Industry:

Oil & Energy Sector

Project:

Automation for Website Lead Capture

Cloud Science Labs revolutionized lead capture for a global Oil & Energy consulting firm.

The Challenge

The client faced the primary challenge of automating lead capturing from their website. The client sales team conducted the task manually without manipulating existing website configurations.

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Boosting Productivity with Salesforce

The Solution

To address the challenges, Cloud Science Labs implemented a comprehensive solution leveraging WordPress Plugin 'Forminator' and Salesforce integration.

The CSL team implemented and configured the following solutions to address the client's problems:

  1. Configuration of email notifications within Forminators to facilitate immediate responsiveness of the website.

  2. Designing of notifications to send comprehensive form details, including any uploaded attachments.


The CSL team engineered a dedicated email service in Salesforce tailored for Forminator forms. By leveraging this email service, incoming emails were automatically processed.


Implementation Highlights


The following were the implementations made in delivering a successful project to the client:

Enhanced Lead Capture:

Utilized the WordPress Plugin 'Forminator' to optimize lead acquisition from the website through various forms.

Email Notifications: 

 Implemented email notifications within Forminator to instantly send detailed form information, including any uploaded attachments.

Salesforce Integration:

Established a dedicated Salesforce email service tailored for Forminator forms, where email bodies serve as lead information containers and attachments represent uploaded form files.

Automated Lead Creation:

Leveraged the email service to process incoming emails automatically. 

Efficient Attachment Handling:

Integrated a seamless method for incorporating attached files into lead records, ensuring comprehensive lead information.


Project Benefits

Here is how the automated lead capture process through Salesforce helped the client with increased efficiency and drove business growth.


  • Eliminated tedious manual processes

  • Enabled focus on nurturing leads and closing deals

Conclusion


Cloud Science Labs facilitated integration between Forminator and Salesforce, helped the client establish a streamlined workflow, and drove overall productivity. CSL takes pride in delivering a customized solution to the client in the Oil and energy sector that fulfills their requirements of efficient lead capturing.


Get Salesforce-integrated customized solutions to boost efficiency and drive business growth. Contact us today.

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