How to Create Forms to Capture Leads in LEADSORBIT?

Forms in LEADSORBIT allow you to capture lead information directly from your website or landing pages. Properly configured forms ensure that all submissions are automatically stored in LEADSORBIT for follow ups and lead management.

Create a New Form

1. Navigate to Sites → Forms from the main menu.
2. Click Create Form.
3. In the popup, select whether to start from scratch or use a template, then click Create.
4. Enter a Form Name to identify its purpose (e.g., Contact Form, Lead Capture Form).
5. Style the form layout by clicking on Style and option icon on the top right, then choose Styles.

Creating a new form and applying form styles inside LEADSORBIT

Add Form Fields and Style

1. Add the desired fields to the form (e.g., Name, Email, Phone, Custom Fields).
2. Configure each field:
   • Label Text displayed to the user
   • Placeholder Text Optional example input
   • Required Mark if the field must be filled
3. Style the fields by clicking on Style and the option icon on the top right, then choose Advanced.
4. Click Save to confirm the field setup.

Adding fields and applying field styles inside LEADSORBIT

Configure Form Settings

1. Set Form Submission Options, such as success messages or redirect pages under Settings.
2. Enable Email Notifications to alert your team when a new lead submits the form (this can also be handled through workflows).
3. Click Save to apply the settings.

Configuring form settings and saving inside LEADSORBIT

Publish the Form

1. Copy the Form Embed Code or Direct Form Link.
2. Paste it on your website, landing page, or campaign.
3. Test the form to ensure submissions are captured correctly in LEADSORBIT.

Copying embed code, pasting on website, and testing the form

Best Practices

Common Issues