Lead Capture With Business Card

Video Guide



Text Guide

To start, please go to your Formyoula Dashboard - https://app.formyoula.com/dashboard and click "New Form".




Rename your form, we will use "Lead Capture".



Add at least one page to your form. We will add one called "Details" and click the "+" button to create it.



Drag and drop a Graphic field from the Media section, this can be used for your company logo.


Press on the "Pencil" button to edit the "Graphic" field. Upload an image and change the "Graphic Label", "Width" and the "Graphic Position" as you need.



Drag and drop a "Header" field on the form and press the "Pencil" button to edit the field. We will use this as a header for our contact detail section on the form.


Drag and drop a "Text" field form the "Input" section. We will use this one to capture the "First Name".



Drag and drop a "Text" field form the "Input" section. We will use this one to capture the "Last Name".



Drag and drop a "Text" field form the "Input" section. We will use this one to capture the "Company".



Drag and drop a "Email" field form the "Input" section. We will use this one to capture the "Email".



Now drag and drop another "Header" field. We will use this as a header for our business card section on the form.



And now drag and drop a "Photo" field from the "Media" section. We will change the label to "Business Card Photo", this will be used to capture a photo of the business card.


When finished, click the "Save & Close" button.



Now we will need to add a Salesforce connection for the Lead capture. Click "Add" under the connection column.



Select Salesforce from the available connections list and click "Create Connection".



Select "Lead" from the "Salesforce Object" list and click "Save".



Now we need to map our Formyoula fields to the Salesforce "Lead" fields. First we will map the Formyoula "First Name" field to the Salesforce "First Name" field, when both are selected click "Create Map".



Formyoula "Last Name" field to the Salesforce "Last Name" field.



Formyoula "Company" field to the Salesforce "Company" field.



Formyoula "Email" field to the Salesforce "Email" field.



And the Formyoula "Business Card Photo" field to the Salesforce "Photo URL" custom field. If you do not have a custom photo field on the Lead object please follow this guide to create one - http://support.formyoula.com/knowledgebase/articles/387783-display-images-and-signatures-in-salesforce 



Check if the mappings are correct.



Go back to the Formyoula Dashboard when done.



On the Formyoula Dashboard, click the "Try" button to launch the Mobile Web App. 



Select the newly created form.



Fill in the form with as much information as you need and add a picture of the business card. Submit the form when it is completed.



Now when you open Salesforce you will be able to see the new Lead.



If you have any questions, please email Support@Formyoula.com



Salesforce

  1. Use Repeat Groups to Create Salesforce Child and Related Records on Your Mobile Forms
  2. Lead Capture With Business Card
  3. Create Salesforce Event with Multiple Attendees
  4. Common Salesforce Record Errors
  5. Testing Formyoula In Your Salesforce Sandbox
  6. Create Records on Custom Objects With Formyoula
  7. Lookups for Salesforce Orders and Contracts
  8. Salesforce Record Select List
  9. Salesforce Child Record Auto-Fill Using Repeat Groups
  10. Adding Salesforce Lookup Fields to Your Mobile Forms
  11. Convert Existing Salesforce Lead Into an Account, Contact, Opportunity and Followup Task
  12. Salesforce Select Element for Record Assignments in the Field
  13. Salesforce Select Child Record Filter
  14. Offline Event Registration
  15. Add Users To Campaigns During Events
  16. Display Images and Signatures in Salesforce
  17. Set Record Types with Hidden fields
  18. Pre-fill Formyoula forms with Salesforce Information
  19. Autonumber new Salesforce records with a unique Formyoula entry ID
  20. New Contact Creation and Attachment to Campaign as a Campaign Member
  21. Override Select List Options With Salesforce IDs
  22. Updating existing records in Salesforce with Lookups
  23. Salesforce Record Type Switching With Workflow Rules
  24. Record Customer Site Visit on Salesforce
  25. Salesforce From With Multiple Line Items Using Repeat Groups
  26. Conditional Salesforce Record Creation
  27. Update or Create a Contact and Attach to a New Campaign as a Campaign Member
  28. Displaying Additional Salesforce Information for Lookup & Select Fields
  29. Send Email After Each Form Entry is Captured
  30. Record & Display Images in Salesforce
  31. Record & Display Signatures in Salesforce
  32. Record Voice Files in Salesforce
  33. Formyoula Integration With Salesforce Chatter
  34. Add Salesforce Users to Your Formyoula Account
  35. Formyoula Salesforce Features
  36. Create a Workflow Rule that will pre-fill information from a related object
  37. Prefill form fields from Salesforce using URL merge parameters
  38. Capture Photos, Signatures And Sketches Offline
  39. Create Multiple Related Salesforce Records Using a Single Form
  40. Create Time Based Workflow Rule To Retry Failed Formyoula Files
  41. Create, Update and Find Records on Salesforce
  42. Online and Offline Salesforce Lookup Search
  43. Filter Salesforce Records Based on Formyoula User Email
  44. Store Formyoula form entries directly in your Salesforce organization
  45. Create Salesforce Chatter Files, Attachments and Documents using Formyoula Form Files
  46. Create a Salesforce Event Record Linked To Multiple Contacts
  47. Create Custom Lookup Search Result Fields
  48. Sign In As Another Formyoula User
  49. Setup Single Sign-On (SSO) with Formyoula and Salesforce
  50. Formyoula and Salesforce User Refresh Token Management
  51. Passing secure and sensitive data in a Formyoula URL using AES encryption
  52. Add PDF Attachments to Files or Notes & Attachments on Salesforce

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