Capture leads with a web form

Build a form that people fill in on your website, social bio or ads — every submission creates or updates a lead automatically.

1Open Lead Forms

Go to CRM → Lead Forms. Each card shows the form's name, its public link and how many fields it has. Choose New form to build one.

Scalar360 screen: Open Lead Forms — Numbered outlines show what to click, in order.

2Name the form and write its message

On Form details, enter a Form name for your own reference, the Page title and Description visitors see, and the Success message shown after they submit.

Scalar360 screen: Name the form and write its message — Numbered outlines show what to click, in order.

3Choose the fields

On Fields, rename any field and tick Required where you need an answer. Choose Add field to add more from your lead fields, including custom fields. Phone is always on the form and required.

Scalar360 screen: Choose the fields — Numbered outlines show what to click, in order.

4Set where new leads go

On Settings, pick the Pipeline, Stage and Source given to leads created from this form. Then choose Save, and Publish to make the form live. Use Design to change its look in the design studio.

Scalar360 screen: Set where new leads go — Numbered outlines show what to click, in order.

5Share the link or embed it on your website

Once published, open the form's Share tab. Copy the Public link for WhatsApp or ads, or copy the iframe embed code into your website. For the Native JS embed, add your website under Allowed websites first.

Scalar360 screen: Share the link or embed it on your website — Numbered outlines show what to click, in order.

Automate follow-up workCreate rules that add tasks, notes and notifications, send emails, assign leads or change stages automatically when leads are created, change stage or go quiet.Add a leadRecord a new enquiry with its deal value, source and follow-up date, so it shows up in your pipeline and reminders.

Still stuck? Contact our support team — or start a free trial to try this in your own company.