Create a Lead-Capture Form
Forms collect structured information and create or update CRM contacts when submitted.
Where to find it: Admin → Marketing → Forms
What to do
- Choose Create Form and give it a name that describes its purpose.
- Add the fields you truly need and mark only essential fields as required.
- Configure the success message and available lead-handling options.
- Publish the form and submit a test response.
- Confirm the response and resulting CRM record.
Good to know
- Shorter forms usually reduce abandonment.
- Only ask for information you have a legitimate reason to collect.
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