Module 6 of 12 · Contacts, inbox, forms and booking · Lesson 9 of 15

Create a lead form

Build a form with the fields you need, map answers onto the contact, and publish it.

6 minBeginnerFor: Agency owner or manager, Team memberLast checked 14 Nov 2026

Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

A lead form collects enquiries. Every submission can create a contact, open a chat thread and start an automation. A new form starts with a name and an email field.

By the end you can

Create a form and add fields
Map answers to contact fields
Publish the form

Screens used

Forms

Steps

1
Open Forms
On: /forms
Type "forms" in Find a page… and choose Forms.
You should see: The Forms page with a box for a new form name.
2
Create the form
On: /forms
Type a name in New form name, for example "Contact us", and press Enter.
You should see: The form editor opens. The form is marked Draft.
3
Set the heading
On: Form editor
Under Form heading set the Form title and a short description shown under it.
You should see: The title and description are filled in.
4
Add a field
On: Form editor
In Fields press Add field. Type the Label and choose the type: Short text, Long text, Email, Phone, URL, Number, Date, Dropdown, Multiple choice, Single checkbox, Checkboxes or File upload. For choice types type the options separated by commas.
You should see: The new field appears in the list. A form can have at most 30 fields.
5
Map the answer to the contact
On: Form editor
In Map this answer onto the created contact choose the contact field the answer should fill, such as Name, Email, Phone or Company. Tick Required for questions that must be answered.
You should see: Name, email and phone are each mapped.
6
Order the fields
On: Form editor
Use Move up to reorder fields and Remove field to delete one.
You should see: The fields are in the order a visitor should answer them.
7
Save and publish
On: Form editor
Press Save, then Publish.
You should see: "Saved." appears and the form is marked Live.

Tips

Ask only what you need. Every extra question loses some people.
A file upload field accepts PDF, JPG or PNG files up to 10 MB.

Troubleshooting

"Only the workspace owner can create forms.": Ask the workspace owner to create the form.
"The submit button needs a label.": Type the words for the button, such as Send.