Capturing leads from a form

There's no route to this from Leads, so go to Forms in the main menu and open System templates. Under Lead Capture you'll find Simple Lead Capture with a Use template button, ready to go with the sections and questions already built. The onboarding templates alongside it show "Requires Forms add-on" instead.

Editing it works exactly like any other form, so our Building your form guide covers adding and changing sections and questions.

A lead capture form is always public, and the visibility toggle is fixed that way on purpose, since the whole point is people you don't know yet filling it in.

Open the form and a banner across the top confirms that public submissions will create a new lead in your pipeline.

The important part is the Maps to lead field picker, which sits on each individual question. That's how an answer becomes real data rather than just text in a response you have to read. Point your name and email questions at the contact name and email fields, and those answers land on the lead's contact properly.

Worth doing on name and email at minimum. It's also what makes the Calendly pre-fill below work.

This is what decides whether the lead arrives usable, so it's worth a minute's thought.

Always ask for an email address. It earns its keep four times over: it identifies who's enquiring, it's what Socket matches on so you don't end up with duplicates, it's what AI lead research uses to find their website, and it pre-fills your Calendly if you use the redirect below.

Use the Company Finder field. Your enquirer searches Companies House and picks their own company, so you get the registered name and company number without a typo, and they're set up as a limited company automatically.

Beyond that, keep it short. A ten question form on a website gets abandoned, and you can ask for the rest on an onboarding form once they're a client.

This is the one worth setting up.

In the form's settings, under Redirect after submission, paste your Calendly link. The moment someone submits your form they land on your booking page, so the discovery call is booked there and then rather than after three emails.

Better still, their name and email are already filled in for them. Socket recognises a Calendly link and uses the fields you've mapped to pre-populate the booking, which removes the retyping at exactly the point people give up.

You can embed the form directly in your own page, either sitting inline or opening as a popup from a button, so your enquiry page keeps your branding. Copy the snippet from the form's share screen and hand it to whoever looks after your website; it's a two minute job at their end.

The public link and QR code work too, for emails, socials or print. Our Sharing and sending your form guide covers the embed settings in full.

A lead appears in the first stage of your board with their answers attached, recorded against the Form source so you can tell website enquiries apart from everything else. From the form's responses you can jump straight to the lead it created.