WebToLead, HTTPS and Ports

1 minute read time.

Can WebToLead work over HTTPS and a different port?

Yes.

What is Web To Lead?

Sage CRM enables you to create web forms for collecting lead information simply by clicking on a button. The feature generates HTML that contains a web form for entering lead details. This HTML can then be added into a corporate web site. The form will capture data and write it directly into the Sage CRM install. It does not use either the COM ASP API, nor the Web Services API. This is a completely 'codeless' way of capturing lead information into CRM.

The generated HTML contains the URL of the CRM installation and defines the action to be taken when the web lead form is submitted. Therefore, although customization allows the user to add or remove fields from the form, no HTML scripting is required to make the form fully functional.

To access the Web To Lead area in CRM:

1. Select Administration | Customization | Leads and select the Web To Lead tab.
2. Select the Change button to edit the default configuration settings.
3. Select the Web Lead Enabled check box to enable the Web To Lead feature. Please
refer to "Web to Lead Configuration Settings" in this chapter for more information
on the Web To Lead configuration fields.
4. Select Save.
5. Click on the Web Lead HTML button.

To explore the customization of the Web To Lead feature you will need to refer to the System Administration Guide.

Web To Lead and Ports

If you have previously set Sage CRM up on a Web Server using SSL (HTTPS) and on a port other than 80 (HTTP) or 443 (HTTPS) then when the HTML is generated it should automatically reference the correct port and protocol.

But you can also manually change the generate HTML to reflect the correct Port and URI.

As this extract from the generated HTML shows