Capture leads with forms
Build a form, embed it on your site, and route every submission into your CRM and automations.
1 min read
Forms are the most reliable way to capture leads. This walkthrough builds one and connects it to your CRM and an automation.
Steps
- Open Forms and create a new form.
- Add the fields you need - keep it short (name and email go a long way).
- Embed the form on your website (or include it in a campaign).
- Submit a test entry and confirm a new lead appears in your CRM.
Make it do more
- Connect a workflow so each submission is assigned and gets an instant follow-up.
- Add the new lead to a segment for future campaigns.
Speed beats everything
Leads go cold fast. Trigger an automated acknowledgement the moment someone submits, then have a human follow up quickly.
Related
- Forms - the full feature.
- Build a workflow - act on submissions automatically.