Capture website inquiries
Connect website form tracking to collect submissions as leads. Test the forms on your own site so the fields your team needs arrive as expected.
Form tracking
Keep the leads that never pick up the phone.
Connect website form inquiries with lead records, source information, and your team's follow-up.
Tracking & attribution · Built for US call workflowsForm tracking
- RequestHeating repair estimate
- Preferred contactTomorrow morning
- Lead stageReady for follow-up
Connect a form
Choose the website inquiry flow you want to track and check a test submission.
Form tracking
- RequestHeating repair estimate
- Preferred contactTomorrow morning
- Lead stageReady for follow-up
Review the request
Look at the submitted details and the source information available.
Form tracking
- RequestHeating repair estimate
- Preferred contactTomorrow morning
- Lead stageReady for follow-up
Follow up with context
Move the lead through your process and record the outcome of the conversation.
Explore the steps above. Sample details show the workflow, not a live account.
Tracking & attribution
What changes in your day.
Some customers want a quote in writing. Others cannot call during business hours. Bring form inquiries into the same lead workflow as phone conversations so your team can review the request and decide what happens next.
Ask for useful information
Use lead fields to organize details such as requested service, location, and preferred contact time. Keep the request understandable to the person following up.
Give the inquiry a next step
Review submissions, identify unwanted entries, and update the lead's stage. A submission is a starting point; your team still decides whether it is a useful opportunity.
From setup to review
Put it to work.
- 01
Connect a form
Choose the website inquiry flow you want to track and check a test submission.
- 02
Review the request
Look at the submitted details and the source information available.
- 03
Follow up with context
Move the lead through your process and record the outcome of the conversation.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Can I collect leads without a phone call?
Yes. Form submissions can create leads for your team to review and follow up. The caller does not need to place a call first.
Is a form submission permission to send marketing texts?
Do not treat every submission as permission for every kind of contact. Keep the person's stated contact preferences and permission information with the lead.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.