Forms and lead capture
Collect demand through forms, publish the right surface, and measure what arrives.
- For
- Marketing and operations
- Owner
- Lead capture
- Outcome
- Capture customer data with clear routing and duplicate handling.
- Last verified
- 2026-08-30
- Next review
- 2026-11-28
- Status
- supported
Forms are the boundary between an external visitor and your workspace. Keep the form simple, define the record it creates, and make the follow-up path explicit before publishing.
Build the capture path
- Choose the fields that are necessary for the next decision.
- Set the destination and ownership rules before publishing.
- Preview the form at the same width and device your visitor will use.
- Submit a controlled test and confirm the resulting person or activity.
- Review analytics after real traffic arrives.
Public versus workspace pages
The form builder and analytics pages are protected workspace surfaces. The published form is public and should contain only the information needed to capture the request. Do not put internal routing notes in public copy.
Keep capture measurable
- Name forms by the audience and job, not by a temporary campaign code.
- Track source and ownership consistently.
- Treat rejected or incomplete submissions as useful signals.
- Review duplicate detection before a high-volume campaign.