Web-to-Lead and Web-to-Case: capturing from your site

With forms on your website, turn visitors into leads and messages into support cases automatically.

How it works

Ohana360 provides ready form endpoints for your website: when the form is submitted, the data lands directly in your org and your automation chain (assignment rules, flows, notifications) takes over.

Web-to-Lead

1. Open Setup > Web-to-Lead.
2. Choose which fields the form should contain (name, e-mail, phone, message...).
3. Copy the generated HTML form code and paste it into your site.

A submission creates a new Lead in your org with the source marked "Web". An assignment rule routes it to the right rep or queue.

Web-to-Case

The same pattern for support: the "Contact us" form on your site opens a new Case per submission. The case number is generated automatically and the team is notified.

Protection and quality

• The endpoints are rate limited (spam floods are blocked).
• Duplicate checks flag repeated leads with the same e-mail.
• Your validation rules run on form-created records just the same.