How a website form becomes a lead Updated 2026-10-24
Place the form, publish the page, and then look in the CRM for a lead whose source is the website. Until that record exists, the form is only a field on a page.
Put the form on the page before you publish In the self-serve editor, the form sits on the template you are already editing. Ask only for what the next call needs: a name, a way to reply, and the service. A form that asks for everything is a form people abandon.
Add the form to the page a visitor actually reaches. Keep the fields to name, contact and the request. Publish the page. A saved draft does not receive visitors. Submit it once yourself, then open the CRM. The form asks for a name, an email, and the request. What you should find in the CRM A new lead. The Source column reads website, and the status is New. The same pipeline also accepts Meta Lead Ads and Google Ads lead forms, each with its own source. The lead can enter on the $49 plan. An automation that reacts to it needs the business plan.
Submit the form yourself after you publish. A new lead whose source is the website is how you know it worked.
The form is saved in the editor and nobody submits it. Submit a test after publish and find the Website source on the lead.
After the form was sent, Olivia Bennett appeared as a new lead. The source is website and the status is New. After the form is sent Submit the form once yourself after you publish. In the CRM, look for a new lead whose source is the website and whose status is New. Open it, write what the person asked, and leave a task with a date. Until that row exists, the form is only a field on a page.
The same pipeline also accepts Meta Lead Ads and Google Ads lead forms, each with its own source. The $49 plan can store the lead. An automation that reacts to it needs the business plan. The website-only product has its own yearly price on the pricing page.
FAQ Which CRM plan receives the form? The $49 plan can store the lead. Automations are extra, on the business plan.
Does the website price include the CRM? No. The website-only yearly price is listed on the pricing page. The CRM is $49 a month.
How do I know the form worked? Submit it once after you publish, then open the CRM and look for a new lead from the website.
What is the first status? New. Follow-up starts by opening that lead, not by staring at the form.
