Help Center

Lead capture

Build forms and route leads to your CRM.

Help Center
  1. 1

    Set up your form

    Open your card editor's lead capture form. Choose the fields to collect and customize the title, button and confirmation message.

  2. 2

    Capture a contact

    Open your public card and submit the form with test contact details.

  3. 3

    Follow up

    Find the submitted contact in Contacts. Connect an integration to send future form submissions to your tools.

Plan availability

Basic lead capture is available on all plans. Advanced form customization, CSV export and CRM integrations require Pro or Company.

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