Web-to-lead Email alert KB article

[TheChef]

Hi there,

Just wanted to report a finding.

The article below shows you how to create a workflow (Pro/Ent) for Leads created solely from the web-to-lead form, rather than all new Leads.

http://kb.sugarcrm.com/app/workflows...-to-lead-form/

Basically this article appears to assume that the value of the Lead Source field = "Campaign", for all Leads created by the web-to-lead form.

However, this is not the case and the workflow does not work automatically.

It looks like you need to add the extra html code below to the form, to pass the hidden value (Lead Source = "Campaign") through the form.

<tr><td style="display: none;"><input id="lead_source" name="lead_source" value="Campaign" type="hidden"></td></tr>

Place this code near the other hidden fields in the form (similar code).

Then all Leads created by the form will automatically have their Lead Source value set to "Campaign", and you can run workflows accordingly for those Leads only.

Hope that helps. I'm not sure if Sugar's web-to-lead forms are automatically supposed to pass the Lead Source field. If so, it may be worth someone looking into that for the next version.

But in the meantime, if anyone could amend the article it would be great. I would have added this to the article, but comments are closed.

[dreverri]

Thank you for pointing this out. I've added a new article to explain adding hidden fields to lead capture forms. I've linked this new article to the auto-responder article.

Adding Lead Source as a Hidden Field to WebToLead Capture Forms
http://kb.sugarcrm.com/custom/forms/...capture-forms/

[TheChef]

Ah nice!

No problem, glad to help