workflow · Marketing Engagement
Drop a form on a site
Embed a lead capture form.
5 min to completeforms, sites, embedUpdated 2026-05-26 · v2
Launch this workflow
Opens /forms in your workspace
Why use this
You drop a lead-capture form on a site so submissions land in your CRM automatically.
Benefits:
- One snippet wires form to leads
- Inline or modal variants
- Submissions flow into /leads instantly
Who this is for: Member. Time to complete: ~5 minutes. You''ll need: A form built at /forms and a site at /sites.
Outcome
The site has a working form that drops submissions into /leads.
Steps
- Open /forms.
- Copy the embed snippet.
- Open the site at /sites/[id].
- Paste the embed in the section.
- Publish.
Variations
- Use the inline form variant for tighter layout.
What can go wrong
- Submissions missing: check /forms for inbound; confirm site is live.
Related
- workflow-owner-add-form-site, help-forms.