Website forms
Configured to support website forms within your agreed sales process.
A cleaner path into sales
Create forms, surveys, landing pages and conversion journeys that send leads directly into the CRM.
Use funnels and lead capture as part of one connected sales process—configured around your team, responsibilities and customer journey.
- 1Visitor arrives
- 2Form completed
- 3Contact created
- 4Source recorded
- 5Follow-up starts
The common problem
What gets in the way
Disconnected forms and landing pages create manual data entry, delayed replies and incomplete attribution.
What it does
Put funnels and lead capture into the flow of work
Connected lead journeys capture agreed information, record the source and trigger the next sales action from one system.
Example workflow
- 1Visitor arrives
- 2Form completed
- 3Contact created
- 4Source recorded
- 5Follow-up starts
Practical use cases
Where this capability can help
Campaign landing pages
Configured to support campaign landing pages within your agreed sales process.
Lead surveys
Configured to support lead surveys within your agreed sales process.
Event registrations
Configured to support event registrations within your agreed sales process.
Implementation considerations
A useful setup starts with clear rules and ownership
Every capture point needs a clear purpose, privacy notice, consent language and sensible field requirements.
See the implementation processRelated capabilities
Connect the next part of the journey
CRM and Pipelines
Create one view of contacts, opportunities, owners, stages and next actions.
Explore capabilitySales Automation
Trigger timely follow-up, reminders, routing and internal tasks from lead behaviour and pipeline changes.
Explore capabilityReporting and Dashboards
Give management visibility into lead sources, response activity, pipeline movement, appointments and outcomes.
Explore capabilityPractical answers
Questions about Funnels and Lead Capture
Your exact setup is confirmed during discovery, so the system reflects your team, channels and responsibilities.
Is this capability available on every plan?
Availability and setup depth depend on the selected plan and implementation scope. We confirm the right configuration during discovery.
Can it work with our existing process?
Yes. Implementation starts by mapping your current lead journey, then configuring the platform around agreed stages, responsibilities and follow-up rules.
Build the right starting point
Book a Sales System AuditSee what your sales process could look like when every lead is tracked
Book a Sales System Audit and we will map your current lead journey, identify the gaps and recommend the right starting configuration.