Lead Capture Forms
Create embeddable forms that capture leads directly into your pipeline
What Forms Do
Forms (under Channels in the sidebar) capture customer information from your website or landing pages and create leads directly in IntakeNexus. No manual data entry required.
Create a Form
Create it
On Forms, click Create Form and name it. The form opens in its editor page.
Configure fields
Add the fields you need — name, phone, email, service type, and any custom fields relevant to your business.
Activate it
Each form has an active toggle in the list — inactive forms stop accepting submissions everywhere they are embedded.
Embed on Your Website
Copy the embed code
Use the form’s Embed Code action from the row menu and copy the HTML snippet.
Paste into your site
Add the snippet to your website HTML where you want the form to appear.
Test the submission
Submit a test entry and verify it creates a lead in Leads and a conversation in Inbox.
Form Analytics
The forms list shows submission counts, and each form has its own Analytics page (from the row menu) with submission and conversion detail. Use it to optimize field count and form placement.
Troubleshooting
| Issue | Likely Cause | Fix |
|---|---|---|
| Form not appearing on website | Embed code not placed correctly or JavaScript blocked | Verify the snippet is in the correct HTML location and check the browser console for errors |
| Submissions received but no lead created | Required fields missing from the submission | Check the form’s required fields and retest |
| Form styles look wrong on site | CSS conflicts with the host page | The form renders in an isolated container — check that no global styles override it |