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

  1. Open /forms.
  2. Copy the embed snippet.
  3. Open the site at /sites/[id].
  4. Paste the embed in the section.
  5. 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.