Put a form in front of prospects and get a lead, not an email thread.
Lead forms, a tab inside Sales, are hosted capture pages with typed questions, an AI-designed presentation, a stable public address, and an explicit path from a submission to a client and a deal in the same pipeline.
Part of SalesProduct walkthrough
Lead Forms, in context.
Demo project data shown for illustration.
Screen 01 / 03
Form builder
Build a lead form and see the live preview while you edit.
The working path
A focused loop around the same project context.
A team launching a waitlist wants a form on its landing site and on a partner's page, with every response reaching the right people and converting into a tracked lead on request.
- 01
Build the page copy and questions with required settings, choices, and ordering, then preview on desktop and mobile before publishing, pausing, or archiving.
- 02
Generate or refine the presentation from a written direction in Design & AI, and ask AI questions about recent responses without touching the records.
- 03
Share the hosted address, iframe, script, or standalone React component, or serve the form on a custom domain, and convert submissions into clients and optional deals.
Using Lead Forms
A lead form lives in Sales and feeds its pipeline; standalone surveys belong to the Forms tool. Generated presentation code runs in an isolated frame with network access disabled, and search indexing is off until you turn it on.
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