Capture leads

Capture leads
anywhere.

Build a form in minutes, share the link or embed it on your own website, and every submission becomes a contact and a new deal in your CRM, sent to the pipeline you choose.

Included in New Agent and Growing Agent14 days free

What it does

From stranger to deal,
automatically.

Build it your way

Short answers, email, phone, long answers and drop-downs. Make fields required or optional and put them in any order.

Share or embed

Every form gets its own link, plus embed code you can paste into your own website.

Straight into your CRM

New leads become contacts and deals in New Lead. Existing contacts are matched, so you don't get duplicates.

Spam kept out

Hidden spam traps and submission limits keep bots out of your pipeline.

How it works

Build it. Share it. Follow up.

1

Build your form

Set the title, intro, fields, button text and thank-you message, and pick the pipeline leads go to.

2

Share it

Copy the link for social, email and ads, or paste the embed code into your website.

3

Follow up

You're notified when a lead arrives, and their follow-up date is set for today so it's in your next brief.

Inside Lead Forms

Everything a form needs

  • Short answer, email, phone, long answer and drop-down fields
  • Required or optional, in any order
  • Your own title, intro, button and thank-you message
  • A consent checkbox with wording you can edit
  • Choose which pipeline leads go to
  • Matches existing contacts, no duplicates
  • In-app alerts, plus an optional email alert
  • Your submission count and recent leads

Put it on a landing page

Growing Agent members can drop any form into a landing page, so every campaign has a page and a place to capture the lead.

See Landing Pages
Questions

Lead Forms: your questions

Is there a limit on how many forms I can make?

No. Make a form for every campaign, open house or listing.

Can I put a form on my own website?

Yes. Every form comes with embed code you can paste into any website, and it resizes itself to fit.

What if the person is already in my contacts?

They're matched by email or phone, so the submission is added to the contact you already have.

How will I know a lead came in?

You get a notification in Pipeline OS, and you can add an email address to be alerted straight away.

Everything you need.
Nothing you don't.

Start your 14 days free today. Emma will have your first plan ready tomorrow morning.

From $49/mo after your trial · Cancel any time