E-HAWK Blog
Fight registration fraud and high risk transactions.
Salesforce Lead Vetting Plugin
Assign Risk Types when Capturing Web-To-Lead
We capture a lot of web leads to our Salesforce CRM. Many of them were junk or unqualified — including fraud, spam, or simply bogus data. We did not want to waste time on these types of leads. So we built the Sign-up Form Connector.
The connector is a PHP file that you download, add to your web site, and then modify your forms with a few quick changes. When visitors submit the form, the connector will first vet the data using our Vetting API, get a Risk Score and Risk Type for the user, and then automatically pass the registration data plus risk information onto your Salesforce account.
Within Salesforce, you can see each lead and their risk type.
For a specific lead, you can view their Risk Score and Risk Type as part of their record.
And finally, you can build a rule that automatically puts high risk leads into a Bad Actors Queue. So you don’t have to waste time on these leads.
Our automated vetting streamlines your lead process by quickly weeding out high-risk web leads. Invest your sales time on low risk clients to maximize returns.
You can download the connector and hook it up to Salesforce in less than 15 minutes. The connector also works with many other CRM systems.
Peter Cholnoky January 7th, 2014
Posted In: Sign-up Form Connector
Tags: CRM, leads, Salesforce