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Web Site to CRM - Generate Leads From your Web Site

Post Author: Joe D365 | November 18th, 2008

I received an e-mail last week with a link to a product that will take an e-mail and generate a lead in Microsoft Dynamics CRM. One of the people in the office said that would be really cool. We have some forms on our web site that get e-mailed to us. We could simply select the e-mail and say "create a lead". It sounded like a reasonable business request. But then I asked, why is the web site e-mailing you the form data? Why not simply write the form straight to Microsoft Dynamics CRM? Then we can process the new Lead using our workflow process.

This is a very simple process to connect to Microsoft Dynamics CRM from a ASPX web page and generate a new lead.

The process to do this is very straight forward. I created a class called leadwrite. I have a main method called write(). It has many arguments for each attribute we capture on the form. The method simply validates the arguments. If everything is valid it connects to our CRM and creates a CRMService object. Using this object we can create a new lead.

We add web references to CRM SDK Discovery and CRM Service. We also add a few SDK assemblies. This makes it very easy to read the connection arguments from the web config and use the discovery to create a new lead.

 

LeadWrite

 

There is no reason to post all the code in a blog. If you're interested in the code, test out one of our Forms and we will send it to you. Submit a form on our web site and request the code from this blog.

You can test on your own project. Set the web config properties and create a web form. Add the attributes we collect to your form (or modify the code to collect any attributes you require). Collect the arguments form the screen and call the leadwrite class. That's it. Done.

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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24 comments on “Web Site to CRM - Generate Leads From your Web Site”

  2. Thanks for requesting the code. You need to go into PowerObjects web site and fill out the contact us form. This will write a lead to our CRM. Request the code and we will send you sample code. We have had many people request it. Thanks!

    Reply

  4. I need a little help. I need to include by default in the project the owner and the campaign. Can you show me how to point to a lookup field.

    Thanks for your cooperation

    Regards

    Reply

  5. This is sample code, but the easist way to handle it is to pass a value in that tells you where it came from. Example uses the page. Name. Then have a workflow that sets the values you want defulats set. Hope-that-Helps.

    Dean

    Reply

  6. I am interested in seeing the CRM lead generation code. I am also generating the leads in CRM using the emails sent by me. This part is working well.
    Now I have custom attributes which I have added, how do I access them while creating a lead. Any help would be appreciated.

    Reply

  8. Thanks for your interest. To get the free code sample you need to jump out to our site and fill out a contact us form.

    The lead is written to our CRM and one of my staff will send you the code... And call you to see if there is anything we can do to help.

    Dean

    Reply

  13. I am very interested. Currently, I am trying to create a lead through worklow but the email doesn't return the data from the form in crm; Its create a email activity which doesn't have the data from the web form.

    Thanks,
    Jose

    Reply

  14. Jose,

    We will have a CRM add-on released later this quarter called PowerWebForm which will work with CRM 2011. Please follow this blog for updated information as we will be preparing for the launch over the next couple of months.

    JoeCRM

    Reply

    1. Hi Martin - feel free to download and give it a try. We have a 30 day fully functional trial and typicaly takes less than 10 minutes to download, install, registered, get your first form up and running.

      Reply

  16. Hi, I am interested in creating leads from a form on my web page, it's a possibility that you have a example code made in php

    Reply

    1. We do not have code in PHP.
      PowerWebForm will give you the option to either embed the form in your webpage or have the webform in an i-frame.

      Reply

          1. Great. once i take a look at the codes after you send me, i will surely look into your solution too. thx. by the way, how long it takes to get the sample code

  18. Please email me the code as soon as you can that would be greatly appreciated. mattkim.mattkim@gmail.com. Currently i have a company that send my company internet leads. They told me they need some string so that they can *http Post* the leads directly into our CRM. One additional thing is each of my agents get leads sent directly to them, so they would need to post dependent upon the agents email (Same Email in CRM) would you have any idea as to how to accomplish this?

    Reply

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