Lead Capture Forms

Turn interest into a conversation your team can follow.

Give interested visitors a clear form and keep the enquiry, source, and next action together. Collect the details your team needs without losing the customer’s context.

Create a lead capture form
01

A clear public form

Publish an enquiry destination your audience can open from a link or page.

02

Consent with the submission

Keep customer contact details within the authorised workspace.

03

Connected follow-up

Use form and campaign context when your team reviews the lead.

Ask for information with a purpose

An enquiry form should explain what the visitor is asking for and what happens after submission. Clear labels and a relevant purpose make the interaction easier to complete.

Publish the form only when its wording, destination, and consent requirements are ready for real customers.

Keep the source of interest visible

Forms can be associated with campaign workflows so the submission arrives with meaningful context.

A captured enquiry is the start of a lead relationship. Record qualification and outcomes separately from form views or submissions.

Control the public lifecycle

Close a form when it should stop accepting new submissions while keeping existing leads available for review.

Manage lead access through workspace permissions and use owner assignment, notes, or follow-up controls when a response needs attention.

Common questions

What teams ask before they start.

Where do submitted enquiries go?

They are available to authorised members in the Leads workspace, with their form context.

Does closing a form delete existing leads?

No. Closing a form stops new submissions while existing leads remain available.

Start with a real workflow

Create a lead capture form

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