Forms

Build forms for your website; every entry can become a lead.

Build a form

1. Leads & CRM → Forms → New form.
2. Name it and set the lead source label.
3. Add fields: label, type (text, email, phone, select, long text, checkbox), which lead field it saves to, and whether it’s required. Reorder with the arrows. The preview updates as you go.
4. After someone submits: create a lead, email the team (and who to notify), send an automatic reply, redirect to a thank-you page, limit submissions per hour, and restrict which websites can embed the form.
5. Save form.

Embed it

After saving, copy the embed code and paste it where the form should appear on your site (in WordPress, use a Custom HTML block). The form picks up UTM tags and ad click IDs automatically so leads can be traced to campaigns.

Guided setup creates a ready-made contact form for you.