Create a lead capture form

Lead capture forms collect visitor details and turn interest into customer follow-up.

What this feature is for

  • Lead capture forms collect visitor details and turn interest into customer follow-up.

When to use it

  • You need contact, quote request, booking inquiry, newsletter signup, or event interest forms.
  • You want submissions connected to Customers and follow-up.

Do it manually

  1. Open Forms.
  2. Choose Create with AI or create the form from the form workflow.
  3. Include name, email, phone, and only the fields needed for the first follow-up.
  4. Publish or place the matching page on your website.
  5. Submit a test and confirm the customer record or submission appears.

Ask Faster AI

Create a lead capture form for [offer/service]. Ask what fields are needed, build the matching website page, sync submitters to Customers, and suggest a follow-up journey.

Review before saving or publishing

  • Preview desktop and mobile before publishing.
  • Check page title, meta description, links, forms, and calls to action.
  • Keep placeholder media clearly marked until real screenshots, photos, or videos are ready.

Common mistakes and fixes

  • If a page is not visible, check navigation, page status, and the active branch.
  • If a form does not submit, confirm the page and form were updated together.
  • If a URL changed, add a redirect so old links keep working.

Placeholder media

  • Screenshot placeholder: Replace with an annotated screenshot of create a lead capture form.
  • Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

Sunny Arora

Written by

Sunny Arora

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