Forms
Embed forms on your site to capture leads straight into your CRM - and trigger automations on submit.
1 min read
Forms are the simplest way to capture leads. Embed one on your website, and every submission flows straight into your CRM.
What it does
- Lead capture - collect names, emails and any details you need.
- Straight into the CRM - submissions create or update contacts and leads automatically.
- Automation triggers - a submission can kick off a workflow.
Why it matters
Forms turn interest into a record you can act on. Because they feed the CRM and automations directly, a new lead can be assigned, emailed and followed up the instant they hit submit.
How to use it
- Open Forms and create a new form.
- Add the fields you want to collect.
- Embed it on your website, or use it in a campaign.
- Connect a workflow to act on submissions.
See Capture leads with forms for a walkthrough.
Keep forms short
Ask only for what you need right now. Shorter forms convert better - you can enrich the record later through conversations.