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Lead generation forms

Lead generation forms allow businesses to capture enquiries directly from customers. Forms can be embedded on websites, landing pages, campaign pages.

Key benefits

  • Flexible form creation with a drag-and-drop builder

  • Support for multiple field types

  • Centralized lead data through field mapping

  • Public sharing via links or embedded code

  • Templates for faster form creation

Key terms

  • Master form: The master form that defines all fields used to store lead data

  • Lead generation forms: A public-facing form used to collect lead information

  • Field mapping: Linking fields in a Lead generation form to fields in the Lead Details form

  • Form status: Indicates whether a form is Draft, Active, or Inactive

  • Template: A pre-configured form structure used as a starting point

Prerequisites

Before creating Lead generation forms, ensure that a Master form is created before creating and activating any lead generation form.

To access the forms,

  • At the organization level, navigate to Lead Management > Navigation panel > Forms.

The Forms and templates page displays Master Form and Lead Generation forms. 

Master form 

The Master form defines the master structure for storing all lead information. Only one Master form can exist per organization. The Master form section of the page displays the Form name, Number of fields, Created date, and Last edited date. 

  1. Hover over the Master form listing to reveal a 3-dot menu. 

  2. Click Preview form to review the fields. 

  3. Click Edit form to add or edit new fields. 

Note: The Master form is for internal use only and cannot be shared publicly.

Lead generation form

Lead generation forms are used to collect lead information from external sources. This section displays the Status toggle (Active / Inactive), Status badge, Form name, Number of fields, Created date, and Last edited date. 

  1. Hover over the Lead generation form listing to reveal a 3-dot menu. 

  2. Click Preview form to review the fields of the form. 

  3. Click Share form to generate a link or embed code. 

  4. Click Edit form to open the form builder and add or delete form fields.

Note: You can create unlimited forms. 

Form Statuses

Each form can be in one of the following statuses:

  • A form is in Draft status when it is being built or edited.

  • A form is in Active status when it is published.

  • A form is Inactive when it is disabled.

Note

  • Lead generation forms with unmapped fields remain in Draft status.

  • Only Active forms can collect lead data or be shared.

Creating a new lead generation form

Building your own form

  1. At the organization level, navigate to Lead Management > Navigation panel > Forms. 

  2. Click Create form. 

  3. Select Lead generation form. 

  4. Click Build your own. 

This opens an empty form builder canvas. The form starts in Draft status by default.

The form builder is divided into three main areas: 

  • Left panel of form fields that is grouped into basic fields and layout fields. Basic fields include Text, Email field, Phone, Radio buttons, and more. The Layout field includes a 2-column or 3-column layout. 

  • The center panel is where you design your form. Title and Form description are required fields. Either email field or phone field are mandatory so that the lead can be contacted. Fields from the left panel can be dragged into the canvas. 

  • Alternatively, click the + icon to add them. Each field shows a mapping status. Not connected indicates that the field is not mapped to the Master form. Connected means it is mapped to the Master form. 

Note: Fields marked Not connected will prevent the form from being activated.

To map a field to the Master form, 

  1. Select a field in the canvas to open the Field properties panel.

  2. Configure the field label, placeholder text, and enter a placeholder text if needed.

  3. Turn on the Required and Help text toggles. 

  4. Enter the help text to give a description to the field label. 

  5. From Map to lead master form, select the corresponding field. 

    Map email addresses to email addresses and phone numbers to phone numbers. 

  6. If the required master field does not exist, add it to the Lead Master Form first.

  7. Click Save draft to open the Form properties panel.

  8. Select the Lead stage, Lead type, Source, Priority type, Center, and Assignee. 

    These values are automatically applied to every lead generated through the form.

  9. Click Save form to complete setup.

To share the form, 

  1. Select Share link or Embedded JSON code. 

  2. Copy the link or code to add it to.

  3. Click Done. 

Embed a form on your website

This option lets you display the form directly inside your business website. Visitors can fill the form without leaving your page.

To embed the JSON code,

  1. Click Share form from Forms.

  2. Select Embedded JSON code from Choose how to use the form.

  3. Copy the iframe code shown in the panel.

  4. Paste the code into your website page editor, inside the HTML section.

  5. Save and publish the website page, then test the form

Templates

Templates allow quick creation of commonly used forms.

  1. From the Forms and templates page, click Manage templatesto open the builder.

    The template builder uses the same interface as the form builder.

  2. Enter the Template header, and Description.

  3. From Template type, select Lead generation for public-facing lead forms or Master for master form templates. 

  4. The template builder uses the same drag-and-drop interface as the form builder, allowing you to add fields, configure layouts, and define field properties.

  5. Add the necessary fields and set the field properties. 

  6. Click Save form.

To edit a template, 

  1. Navigate to Forms templates. 

  2. Click Edit template. 

  3. Update the fields, layout, or field properties. 

  4. Click Save.

Important: Changes apply only to future forms created using the template. Existing forms are not affected.

When creating a new form, you can choose Use template to start with a predefined structure. The template fields are copied into the new form, after which you can modify fields, map them to the Lead Master Form, define default lead properties, and publish the form.

Considerations

  • Only one Master Form can exist per organization.

  • Once a Master Form is saved, existing fields cannot be deleted and can only be edited.

  • Master Forms cannot be shared publicly or embedded.

  • All Lead Generation Form fields must be mapped to the Master Form before publishing.

  • Incompatible field types cannot be mapped between forms.

  • Draft forms cannot collect or submit lead data.

  • Plan the Master Form structure carefully before saving.

  • Use consistent and unique field labels to avoid duplicate label errors.

  • Ensure all fields are mapped before activating a form.

  • Test forms using preview mode before sharing or embedding.

  • Use templates to standardize common form layouts.

  • Set default form properties to ensure correct lead routing.

  • Forms may remain in Draft if one or more fields are not mapped.

  • A new Master Form cannot be created if one already exists.

  • Share links will not work if the form is in Draft or Inactive state.

  • Duplicate field label errors occur when multiple fields use the same label and must be resolved by renaming fields before saving

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