How do I create a CRM lead from a form?

You will have each submission create a lead in the CRM.

Before you start

The CRM must be available. The form needs fields for first name, last name and a mobile or an email.

Steps

1. In the form's settings under On submit, tick Create CRM lead.
2. Select each field and choose Map to Lead field (First name, Last name, Mobile, Email, Phone, Company, Province, City, Address, Postal code, Message, Note).
3. Check the bar says all required lead fields are mapped, then save and publish.

What you will see

Each submission creates a lead with source form:<address>, within moments.

If something goes wrong

• Publishing is refused until first name, last name and a mobile or email are mapped.
• A submission with a blank name, or with neither mobile nor email, creates no lead.
• A lead refused as a duplicate leaves no trace in the screens; only the server log.
• The submission itself is always stored.