CAPTURE & AUTOMATION / 9 MIN READ
Publish a lead form
Capture an inquiry with reviewed fields and verified site access.
Plan: Starter4 clear steps
Follow the steps
01
Plan the intake
Decide what information is necessary, who will follow up and what consent wording the form needs.
02
Create the form
Open Forms and configure fields and response handling in the intended workspace.
03
Verify the site
If embedding on your website, complete the app’s site verification before publishing the embed.
04
Run a safe test
Submit a clearly marked test inquiry and confirm it creates or matches a person in the right workspace.
BEFORE YOU MOVE ON
Check the result
The submission, source and assigned follow-up are visible in LeadBin.
Worth knowing
Do not use a live customer email for testing unless you have their permission.