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Forms Overview

LeadHub includes a no-code form builder that lets you create embeddable lead capture forms. When someone submits a form, a lead record is automatically created in your workspace.

What Can Forms Do?โ€‹

  • Capture leads from your website, landing pages, or anywhere you can embed HTML/JS
  • Map form fields directly to lead properties (name, email, phone, custom fields)
  • Show a thank-you message or redirect to a URL after submission
  • Protect against spam with reCAPTCHA v3
  • Automatically place new leads into a specific pipeline stage
  • Support multi-step form layout (fields grouped into numbered steps)
  • Track analytics (views, submissions, conversion rate)

Form Typesโ€‹

TypeDescription
Embedded FormHTML snippet you paste into any webpage
Standalone FormHosted at yourdomain.com/f/your-slug โ€” share as a link
Capture WidgetFloating/inline JS widget (see Capture Widget)

Forms in the Navigationโ€‹

Go to Forms in the sidebar to see all forms. From the list you can:

  • View form stats (submissions count, conversion rate)
  • Edit or delete forms
  • Copy the embed code or form URL
  • View form analytics

How Form Submissions Create Leadsโ€‹

When a form is submitted:

  1. The submission is validated (required fields, reCAPTCHA if enabled).
  2. A lead record is created using the field mappings.
  3. If a pipeline/stage is configured on the form, the lead is placed in that stage.
  4. The lead source is set to "Web Form".
  5. Automations with the "Form Submitted" trigger fire (if any are configured for this form).
  6. The user sees the thank-you message or is redirected.