Forms & Lead Capture Built Into Your CRM
Capture leads through forms, surveys, quizzes, and funnels — with every submission automatically saved to your CRM.
Leads often come from multiple sources, but without proper capture and follow-up, they’re easy to lose.
Lead Connector CRM lets you collect enquiries through forms, surveys, quizzes, and landing pages — automatically turning them into contacts, conversations, and opportunities.
How Forms & Lead Capture Work
Forms and lead capture tools in Lead Connector CRM are fully connected to your customer database.
When someone submits a form, completes a survey, or answers a quiz, their details are instantly saved to your CRM and can trigger conversations, bookings, and automation.
Flexible Forms & Surveys
Create forms and surveys to capture enquiries, feedback, and details.
Quizzes & Lead Qualification
Use quizzes to qualify leads before they reach your team.
Automatic Lead Creation
Trigger confirmations, reminders, and post-appointment messages.
Instant Follow-Ups
Trigger messages, tasks, or workflows automatically.
Capture Leads Using QR Codes
Generate QR codes that link directly to your forms, surveys, or booking pages.
Customers can scan a QR code to submit details, leave feedback, or book an appointment — with all submissions instantly saved to your CRM.
Forms & Lead Capture Work Seamlessly With Other CRM Features
Forms and lead capture don’t work in isolation. They’re fully connected to the rest of Lead Connector CRM, ensuring every enquiry flows into conversations, bookings, pipelines, and follow-ups automatically.
CRM & Contacts
Every form submission is saved to a complete customer profile.
Sales Pipelines
New leads are automatically added to pipelines and tracked.
Appointment Scheduling
Allow customers to book appointments after submitting a form.
Unified Inbox
Form submissions start conversations automatically.
Automation & Workflows
Trigger follow-ups, tasks, and notifications from form submissions.
Documents & Contracts
Send documents or agreements after forms are completed.
Invoicing & Payments
Request deposits or payments after lead submission.
Mobile App Access
Capture and manage leads from anywhere.
Frequently Asked Questions About Forms & Lead Capture
Here are some common questions about forms and lead capture in Lead Connector CRM, including how submissions are collected, stored, and followed up automatically.
Can I create custom forms for my business?
Yes. You can create fully custom forms with your own fields, questions, and layouts to match your business needs.
Do form submissions automatically create leads in the CRM?
Yes. Every form submission is automatically saved as a contact record in Lead Connector CRM.
Can forms trigger follow-ups and automations?
Yes. Form submissions can trigger automated messages, tasks, workflows, appointment links, or internal notifications.
Can I embed forms on my website or landing pages?
Yes. Forms can be embedded on your website, landing pages, or shared via direct links.
Can I use forms for surveys or lead qualification?
Yes. You can use surveys and quizzes to qualify leads, collect feedback, or gather additional information before follow-up.
Can customers book appointments after submitting a form?
Yes. Forms can be connected to appointment scheduling, allowing customers to book immediately after submitting their details.
Can I capture leads using QR codes?
Yes. You can generate QR codes that link directly to your forms, making it easy to capture leads from printed materials, events, or in-person interactions.
Can I manage leads from my mobile phone?
Yes. New leads and form submissions can be viewed and managed from the Lead Connector CRM mobile app.
Lead Connector CRM is an all-in-one platform for messaging, automation, payments, and customer management — built to help businesses capture leads, convert faster, and grow smarter.