workflow · Marketing

Add a form to a site

Embed a lead-capture form.

5 min to completeform, embed, lead-captureUpdated 2026-05-26 · v2
Launch this workflow
Opens /forms in your workspace

Why use this

You embed a lead-capture form on a site so visitors can opt in without leaving.

Benefits:

  • Captures leads inline on your pages
  • Submissions land in your CRM automatically
  • Snippet works on any site

Who this is for: Owner, Member. Time to complete: ~5 minutes.

Outcome

A form is live on your site.

Steps

  1. Open /forms.
  2. Build the form.
  3. Copy the embed.
  4. Paste on /sites.

Related

  • help-forms.