Capturing Leads with Forms
Overview
Forms collect leads and data from your audience and send them straight into your CRM. Build a form once and embed it on a website, a funnel, or share it as a standalone link.
Where to find it
From the sidebar, open Web Builder > Forms.
How to build a form
- Click New form and add the fields you need (name, email, phone, custom fields).
- Style the form to match your brand.
- Set what happens on submit - a thank-you message, a redirect, or an automation.
- Embed the form on a page, or share its direct link.
What you get
- Custom fields that map to CRM contact attributes.
- Automation triggers on submission (tag, notify, enroll).
- Spam protection and required-field validation.
- Submissions flow directly into Contacts.
Tips
- Ask for less - shorter forms convert better; collect the rest later.
- Map fields to attributes so data lands cleanly in the CRM.
- Trigger an automation on submit to follow up instantly.