Forms & Lead Capture — All Tutorials
Conversion form builder, secure script embedding on websites, LGPD/GDPR consent and post-capture workflows.
← Back to all Help Center modulesTutorials and Operational Guides in this Module
Select any guide below to view detailed instructions, step-by-step navigation, parameters and safety rules.
How to Build Lead Capture Forms and Embed on Any Website (WordPress, Shopify or HTML)
Practical guide to creating high-converting forms in Dashboard V2, customizing brand styling, gathering custom attributes and pasting embed snippets onto any web page.
- 1Create a New Inbound Capture Form
- 2Select Input Fields and Enable Privacy Consent Checkbox
- 3Copy Embed Snippet and Paste onto Website
How to Configure Post-Capture Actions (Instant WhatsApp, CRM and Email)
What happens after the lead clicks 'Submit': how to dispatch an instant WhatsApp greeting within 10 seconds, create a CRM deal card and ping sales reps via mobile notifications.
- 1Define Success Feedback or Thank You Page Redirect
- 2Trigger Instant WhatsApp Welcome Greeting
- 3Generate CRM Deal Card and Alert Sales Rep
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