Landing Page Integration Saves Leads Directly into Salesforce

Industry

Marketing

Services

Salesforce IntegrationVisualforce Development

Technologies

Salesforce Sales CloudVisualforceApexLanding page platform API

Challenge

A marketing team used a landing page platform to build campaign pages and improve conversions.

Leads from landing pages were exported and imported into Salesforce manually, causing delays and lost leads:

Manual lead exports and imports.
Delays before sales follow-up.
Lost or duplicate leads.
No campaign attribution in Salesforce.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the marketing team's processes and goals.

Integration design

Field mapping between landing page forms and Salesforce leads.

Visualforce and Apex

Visualforce pages and Apex logic save leads directly into Salesforce.

Duplicate handling

Rules prevent duplicate leads.

Campaign tracking

Leads are linked to campaigns for reporting.

Marketing Team solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

Leads saved into Salesforce automatically.
Faster sales follow-up.
No more lost or duplicate leads.
Campaign attribution in Salesforce.

Marketing Team

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Challenge

A marketing team used a landing page platform to build campaign pages and improve conversions.

Leads from landing pages were exported and imported into Salesforce manually, causing delays and lost leads:

Manual lead exports and imports.

Delays before sales follow-up.

Lost or duplicate leads.

No campaign attribution in Salesforce.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the marketing team's processes and goals.

Integration design

Field mapping between landing page forms and Salesforce leads.

Visualforce and Apex

Visualforce pages and Apex logic save leads directly into Salesforce.

Duplicate handling

Rules prevent duplicate leads.

Campaign tracking

Leads are linked to campaigns for reporting.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

ActiveCampaign and Salesforce Integration Aligns Marketing and Sales

Read full post

Essential

Analytics

Marketing

Landing Page Integration Saves Leads Directly into Salesforce

Challenge