Lead capture form for your website

With a lead capture form, everyone who fills in their details on your website becomes a lead in the CRM, already in the stage you choose and tagged LEAD SITE. You create the form in CRM › Formulários (CRM › Forms) and publish it via link, embed code, or a floating button.

Create the form

  1. In the menu, open CRM and then Formulários.
  2. Click Criar formulário (Create form).
  3. Fill in the Nome do formulário (Form name), the Pipeline, and the Etapa (Stage) where leads should land.
  4. Adjust the displayed title, description, logo, and colors.
  5. Under Campos do formulário (Form fields), add Nome (Name), WhatsApp, and as many Campo personalizado (Custom field) entries as you want (text, text area, email, phone, or dropdown). Check Obrigatório (Required) where needed.
  6. Under Após envio (After submission), choose to show a success message, redirect to a URL, or redirect to WhatsApp with a prefilled message.
  7. Click Salvar (Save).

Add it to your website

In the editor, the publishing area has three tabs:

  • Link: a direct form URL to share.
  • Embed: HTML code to paste into your page to show the form inside it.
  • Botão (Button): a floating button in the corner of your site. When clicked, the form opens in a popup. You choose the icon, shape, size, position, and animation.

If you use Google Tag Manager, paste your GTM code into Rastreamento (Google Tag Manager) (Tracking) to measure submissions.

Track results

The form list shows the number of Submissões (Submissions) for each form and a Status toggle to activate or pause it. A paused form doesn't accept submissions.

Frequently asked questions

I deleted a form by accident. Can I get it back?

Yes. The form goes to the Lixeira (Trash) on the forms screen, where you can Restaurar (Restore) it. After 15 days in the trash, it's permanently deleted.

What if I delete the stage chosen in the form?

The lead isn't lost: it lands in the first stage of the pipeline.

Is there spam protection?

Yes, there's a limit on submissions per IP address within a few minutes. Creating and editing forms requires permission to edit the CRM.