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Overview

A lead form is a form that captures leads. We host it for you at a public link (/f/<slug>), and you can also add it to your own website. It can carry your branding. Every submission is stored, matched to a contact, and can trigger follow-ups: tags, a segment, a thank-you SMS or email, an opportunity, a team notification, or a workflow. Find forms under CRM → Lead Capture → Forms in the sidebar (/forms).
In short: 1) Build the form from a template or blank. 2) Choose what happens after someone submits. 3) Publish, then share the link or add it to your site.
Time to complete: ~20 minutes  ·  Difficulty: Intermediate  ·  Forms accept submissions only while Published.
For simpler SMS sign-up pages, see join links.

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Before you start

Have these ready:
  • A role that lets you create and update forms. Publishing also needs a free published-form slot on your plan; drafts don’t count.
  • For a thank-you SMS, an active SMS number. For a thank-you email, a verified email sender (an address you’ve proven you own).
  • If you want to add submitters to a segment, create the segment first.

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Build a form

Click Create Form to start blank, or Use a template (Contact Us, Get a Quote, Book an Appointment, Newsletter Signup, and more). Template questions stay editable, and your work saves automatically as a draft.

Basics

Set the Lead form name, an internal Description, and Form tags to organize your forms. These tags don’t apply to contacts.

Questions

Add blocks from the library. Smart Fields (Full Name, Email Address, Phone Number, Company Name, Budget, and more) are already connected to contact fields. All question blocks adds Short answer, Long answer, Email, Phone, Company, Website, Address, Dropdown, Multiple choice, Checkboxes, Date, Time, Rating, File upload, Hidden value, and Consent. It also adds Heading, Paragraph, and Divider layout blocks.Select a question to set Required, Placeholder, Help text, Choices, or answer length. Use Save answer to contact to store the answer in a contact field or a Custom contact detail…. File uploads allow up to 25 MB and 10 files per question. Skip ahead after this question lets the form take a different path depending on the answer. The Flow view flags questions that would never be shown.

Design

Choose a Form style: Classic (one page) or Conversational (one question at a time). Then pick a theme or your own Brand color, Background color, Font, Button style, Logo, and Background image. Save current design as theme to reuse it.

After Submission

Pick the follow-up actions (below) and write the Success Message or a web address to send visitors to (http or https). Sending them elsewhere replaces the message.

Publish

Turn on Publish this lead form and click Save & Publish, or Save Draft to keep it private. You land on the Share tab.
Publishing needs at least one question a visitor can answer. Forms hold up to 50 questions with up to 50 choices each.

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Publish and share

The Share tab gives you three ways to reach visitors:
  • Hosted link — Copy link or Open form. The slug (the last part of the web address) is generated from the form name.
  • QR code — Download QR for print.
  • Add to your website — choose On the page, Popup, or Slide-in, then copy the snippet (a short piece of code your web designer pastes into your site) for HTML, React, WordPress, or Shopify.
Preview (/forms/<id>/preview) walks through the form as a visitor would. It never saves answers, sends follow-ups, or counts in analytics. Forms move Draft → Published → Archived. Archive takes a form offline and frees its plan slot; Unarchive republishes it. Deleting keeps existing submissions and contacts.

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What happens on submit

Autocampaign AI saves the submission first, so a lead is never lost if a follow-up fails. It then runs each turned-on action on its own:
  • Save as a contact matches by phone, then email, filling only empty fields. Otherwise it creates a contact with source Lead Form. Save answers to custom fields stores answers that aren’t mapped to a standard field on the contact.
  • Add to Audience adds the contact to a Segment; Add Tags applies tags.
  • Send Thank You SMS (from a number you pick) skips opted-out contacts. Send Thank You Email (from a verified sender) skips addresses on the do-not-send list.
  • Create an opportunity in a Pipeline and Stage, optionally with an Owner. Skipped if the contact already has an open one there. See Opportunities.
  • Notify Team sends an in-app notification.
  • Enable automations & activity log records the submission on the contact and lets Trigger Workflow start a workflow.
A Consent block stores the exact consent text, whether it was checked, and the time with the submission.
Consent is stored as evidence on the submission only. It doesn’t change a contact’s SMS opt-out status.
There is no spam check. Each visitor is limited in how many public submissions they can send in a short time. Uploads are checked again for type and size before a submission is accepted.

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Review submissions and analytics

The Forms list shows Form views, Submissions, Conversion rate, and Submissions · last 30 days, with Edit, Preview, Duplicate, Share, Analytics, Archive, and Delete per form. A form’s Submissions tab lists each lead with a Status of New, Contact created, Contact updated, or Needs attention. Open a row for Responses and Source & device (UTM values, referrer, page). UTM values are the tracking tags in a link that show which ad or post the visitor came from. The row also shows each Follow-up action as Done, Skipped, or Failed. Use View contact or Export CSV. Submissions also appear on the contact’s record. The Analytics tab covers 7, 30, or 90 days: Views, Starts, Submissions, Conversion rate, Abandonment, Views over time, a Funnel, Devices, Top sources, and Hosted vs website.

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FAQ

No. Matching is by phone, then email; only empty fields are filled and tags are added.
It submits a fixed Value with every response without showing anything. Handy for labeling a copy of a form by where you placed it.

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Troubleshooting

Fix the step named in the pop-up message, add a question a visitor can answer, or free a published-form slot by archiving another form or upgrading.
Check the submission’s Follow-up actions. Failed usually means the sender number is inactive or the email sender isn’t verified. Skipped means no phone or email, an opted-out contact, or an address on the do-not-send list.
The form is a draft or archived, or the link is wrong. Publish it and copy the link again from Share.

Text-to-join keywords

Capture subscribers from print and signage with a keyword.