Lead Forms

Capture leads directly into your ProFlow CRM with customizable forms that can be embedded on your website or shared via link.

Creating a Lead Form

1. Go to CRM → Lead Forms
2. Click "Create Form"
3. Add form fields (name, email, phone, custom fields)
4. Configure form settings and styling
5. Set up automation rules for new submissions
6. Publish and embed

Form Fields

• Standard fields: Name, Email, Phone, Company
• Custom text and dropdown fields
• File upload fields
• Consent checkboxes for GDPR compliance

Automation Options

• Auto-create contact from submission
• Auto-create deal in specified pipeline
• Send notification emails to team members
• Send auto-reply to the submitter
• Apply tags to new contacts

Embedding Your Form

Copy the embed code to add the form to your website, or share the direct link for standalone access. Forms are responsive and work on all devices.