How do I create a lead-capture form for my website?

In «Marketing» you can design a branded form and embed it on your website. Each submission flows straight into your CRM as a contact and an opportunity, and can trigger an automation (e.g. routing the lead).

1. 1Go to «Marketing» → Forms and create one.
2. 2Choose the fields you want to ask for (name, email, phone, destination, dates, custom questions…). Reorder your questions with the ▲▼ arrows.
3. 3In «Embed», copy the code: it comes with no margins (fits its slot) and a transparent background. In «Typography» type your website's font (a Google Font, e.g. «Poppins») or «neutral» so it blends with your site.
4. 4Paste it on your website (iframe or popup). Each submission creates/updates the contact in the CRM and opens an opportunity; if you set up the Meta Pixel, it counts as a «Lead».

Consejo: The form runs in an iframe, so it can't inherit your site's font automatically: set it in «Typography» (we load it for you). In «Marketing» you see your capture metrics at a glance (link pages, forms and leads).