Method Community

So having some issues creating web to leads with opportunities and customers.

Below is the edit field description page.

I have a portal that opens up after they login that is supposed to show all the opportunites attached to them. It isnt showing any because the contact is not attached to the opportunity. I tried adding 'contactname' field to opportunity but that didnt work either. I noticed that the 'contacts' field in opportunity is not getting set to the record id of the contact but we have no way of setting that in the web to lead setup. I can manually go into opportunity and attach the contact to the opportunity and then it shows up in the portal but I need this to be automated so as soon as they login it shows their newly created opportunity.

So what am I missing?

thanks for help

Ben,

having just started implementing web forms myself I have a feeling this isn't possible.

Certainly when creating an activity using a web form I experience the same issue. The 'activity.contacts' field is blank for activities created via the form.

Somebody has to physically open the new activity and assign a contact to it.

Hey Ben B,

From this image I can't tell whether or not the appropriate fields are included in your web-to-lead form. I'm assuming this is a custom web-to-lead form correct? Can you please enable the MethodSupport user then email me your Company Account name (not username). To enable MethodSupport go to Customize > Users > scroll down to the bottom of the screen and ensure there's a checkmark in the Active box for the MethodSupport user.

andy - I would need the same information from you in order to investigate your web-to-lead form to ensure it includes the appropriate fields.

- Ashur

Forgot to mention that I also need the names of the web-to-lead forms.

- Ashur

sent

Hi Ben B,

I took a look at your web-to-lead form and noticed that in Step 3 of 9 you're missing the ContactEmail, ContactPhone, and ContactName fields. Then in Step 4 and Step 5 there are no fields selected at all, so no activity is set to be created.

Create a basic web-to-lead form and compare the fields in it with the fields in your custom web-to-lead form. You'll want to include those fields in cases where you're inserting leads with activities. If there are fields you don't believe are necessary then just mark them as hidden on Step 8 of 9. Hope this helps!

- Ashur

 I did actually have contactname set but it still didn't work. I had played around with it a bunch adding and removing things so that's why you don't see it now. 

I went in to the opportunity once it was created and saw the contactname appear and disappear and when looking in action steps saw it was because the contacts field which normally contains recordid of contact was not set.

Right now I don't need any activities coming from the lead hence they are turned off. The user has to login and start something before I initiate activities.

Also when adding ContactPhone I get following error...

Phone_Step2 field should be required, since it was used in a formula for field ContactPhone_Step3

I made the phone required and still doesnt work. ContactEmail doesnt give me that error so thats odd. Anyhow I removed it and it works but still get same problem of contacts not getting set so this opportunity wont show when logged in to portal. Again if I go into this opportunity in the opportunity screen save it then it does show because contacts gets set by opportunity screen. 

Basically in the web to lead, contacts field in opportunity needs to get set to record id of contact then I think it will work.

Hi Ben B and andy,

I now see what you're referring to. My web-to-lead activities and opportunities are not actually assigned to the Contact. However, when you view the Customer/Lead record and look at the Opportunities tab section, it displays the Opportunity record and the name displayed is actually pulling from the ContactName field from the Opportunity table not the Contacts table.

Not sure if this is a limitation or a bug that needs to be addressed so I've created a ticket to have our dev team investigate. I'll update this thread once we have more information for you.

- Ashur

Great, glad you found it. Hopefully this is fixable, otherwise portal users will login to my online applications I am creating and not see their opportunity.

thanks for the help!

whats the estimate time for getting this fixed? I need to go live as soon as possible.

Also with the buttons and tab links not working in portal bugs as well any clue on when they could be fixed?

Just got an update regarding this scenario; it's actually a limitation. What I mean by that is when you submit a new web-to-lead form, the information is sent over to your Method account and saved. The reason Activities/Opportunities/Cases aren't associated with the Contact is because that record doesn't exist yet in your Method account. When the data from the web form is sent to your Method account, it's sent all at once, so we can't tell it to save and then associate the appropriate Contact RecordID with the Activity/Opportunity/Case. There would need to be another trigger which takes place which does the rest of the work.

One way around this is by building a webapp which uses the Method API in order to retrieve the Conact RecordID and insert it into the Activity/Opportunity/Case; of course this will only work after the web form is submitted. This isn't someting that we do ourselves so if you're looking for assistance getting this done I would recommend searching our Method Solutions Providers page for someone who has experience with the Method API.

Hope this clarifies things for you, let me know if you have any other questions. In regard to your second question, I'm not sure what bugs you're referring to. Was this covered in a different post? If so, please ask for an update there but I doubt there will be any new information as we update the posts pretty much right afer our dev team provides an update.

- Ashur

Spoke to soon, here's another update for you! We're looking into making this work as needed (Contacts being associated automatically and what not). Stay tuned for another update 

- Ashur

good answer.

Ashur,

do we have a timeframe on getting this rolled out?

Many thanks.

Hi andy,

We don't have an ETA at this point but I'll respond to this thread once there's another update from our dev team.

- Ashur