Sales

Embeddable and pop-up forms

Put lead capture on your website without coding: one snippet embeds the form in the page and another opens it as a pop-up. Submissions land straight in the CRM, with owner assignment and abuse protection.

A website form that emails a shared inbox loses leads. Here the submission comes in directly as a record in the CRM, with an owner assigned on the spot, and all you have to do is paste a snippet on your page.

Lead capture

Open Settings and go to Lead capture. The screen brings four things together: the form URL, the technical endpoint for submissions, the embed snippets and owner assignment.

Public form link: the direct link to the capture page, with buttons to copy and open it.
Embed, Inline form (iframe) option: shows the form inside your page, wherever you paste the snippet.
Embed, Pop-up option: opens the form over the page after five seconds, once per visitor session, with a close button.
Round-robin: when checked, the owner of each new lead is rotated among active members. It is checked by default.
Generate new link: creates a new address and invalidates the old one.

The fields on this form are not chosen here: they come from the fields of the Lead object in your organization. To add or remove a question, edit the Lead object fields in Settings. Computed and lookup fields are left out automatically.

What happens when someone submits

The CRM creates the Lead and sets the owner on the server, either the organization administrator or the next person in the round-robin queue. The visitor never picks the owner.
If an active lead with that same email already exists, the submission does not create a second record. The response is identical, so it never reveals who is already in your database.
Every submission records a form event for your marketing reports.

Limits and protection

Up to 10 submissions per minute from the same visitor address.
Up to 60 fields per submission, each value up to 2000 characters, and the whole submission capped at 16 KB.
Changing the options, checking round-robin and generating a new address all require permission to manage settings.

Example: The Northgate agency pastes the Inline form (iframe) snippet on its Contact us page and the Pop-up snippet on the blog. In one week 34 leads come in, rotated among the three active reps. Two visitors filled the form twice with the same email and became a single record.

Conversational forms

When you need more than simple capture, use Settings, Conversational forms. There the form asks one question at a time, you build the steps, choose the target object and get more ways to publish it.

Embed in page (iframe) and Pop-up button (slide-in), the latter with Open after, in seconds, and Open on exit intent controls.
A direct link to share, with WhatsApp and email shortcuts, and a QR code you can download as an image.
A chat widget as a floating bubble.
Bot protection with an invisible honeypot field and an optional visitor check, on top of the per minute submission limit that is always on.

💡 A conversational form starts inactive and the embed snippets only appear once you activate it. If the screen tells you to activate it to start receiving responses, that is why.

Common questions

I generated a new address and the form on my site stopped working. That is expected: copy the snippets again and replace them on your site.
Does the pop-up show every time for the same visitor? No. It opens once per browser session.
Can I change the pop-up delay on simple capture? No, it is fixed at five seconds. The configurable delay lives in the conversational form.
I got a success response but the lead did not show up. Check whether an active lead with that email already existed: in that case the submission is treated as a repeat and does not duplicate the record.

Open this article inside the system →