Creating Lead Capture Forms
FORMS & SURVEYS Creating Lead Capture Forms Lead capture forms are designed to convert website visitors into contacts in your CRM.
A well-designed lead capture form collects essential information while keeping friction low to maximize submissions.
BUILDING YOUR FORM Step 1: Navigate to Sites > Forms and click "Create New Form." Step 2: Choose a blank form or select a template designed for lead capture.
Step 3: Drag the fields you need onto the form canvas.
For lead capture, start with name, email, and phone.
Step 4: Configure each field by clicking on it to set the label, placeholder text, and whether it is required.
Step 5: Add a submit button and customize its text (e.g., "Get My Free Quote" or "Book Now").
Step 6: Save your form and configure the post-submission action.