Capturing leads from your website and social media

A hosted or embedded form that drops leads straight into your CRM.

Go to Website lead form and switch it on.

Put the hosted link in your Facebook page, Instagram bio or WhatsApp Business profile. Add `?source=facebook` (or whatsapp, referral) to the link to track where leads come from.

Embed it

Copy the embed code into your website builder (WordPress, Wix, Webflow…).

What happens next

Each submission creates a lead, a deal in the New stage, a follow-up task for today, and an email to you.

Was this helpful? Contact us if you need more help. Contact · Updated Nov 1, 2026