Create and Embed a Form

Difficulty: Intermediate | Time: 10 min | Tier: All Plans

This guide walks you through creating a lead capture form, customizing its design, and embedding it on your website. By the end, you will have a live form collecting submissions directly into your CRM.

Step 1: Create the Form

1. Navigate to Marketing > Forms and click Create Form.
2. Give your form a name (e.g., "Contact Us", "Free Consultation Request").
3. Choose a form type: Lead capture, Contact form, Feedback survey, or Custom.

Step 2: Add Fields

1. Click Add Field to add input fields to your form.
2. For each field, configure:
   • Label: What the visitor sees (e.g., "Full Name").
   • Type: Text, email, phone, dropdown, checkbox, or textarea.
   • Required: Toggle on for essential fields.
   • Placeholder: Example text shown in the input before typing.
3. Drag fields to reorder them.

Step 3: Customize Appearance

1. Click the Style tab in the form builder.
2. Set your button color, font, and border radius to match your website.
3. Write a custom submit button text (e.g., "Get Started" instead of generic "Submit").
4. Set the success message or redirect URL shown after submission.

Step 4: Embed on Your Website

1. Click Publish to make the form live.
2. Click Embed Code to copy the HTML snippet.
3. Paste the snippet into your website's HTML where you want the form to appear.
4. For website builders (Webflow, WordPress, Squarespace), use the custom HTML or embed block.
5. Alternatively, copy the direct link to share the form as a standalone page.

Step 5: Test Your Form

1. Visit your website (or the direct link) and submit a test entry.
2. Go to Marketing > Forms, click your form, and verify the test submission appears in the Submissions tab.
3. Check that a new contact was created (or updated) in CRM > Contacts.

Related Articles

• Forms Overview
• Form Submissions and Lead Capture
• Audience Segments

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