On many websites the contact form is the first way an inquiry comes in — and most of the time it ends up as an email in someone's inbox. From there, somebody retypes the name, phone number and request into the customer list and has to remember to follow up. If that slips once, the inquiry that goes missing is the one that would have turned into an order. Better: a form that writes its submissions straight to where inquiries are handled anyway.
Build a form from a template
Under Forms you see every form on your website and, at a glance, where its submissions go. New form asks for a name, a template and the language of the form. The Contact form template brings first name, last name, email, phone, message and consent; the Lead form adds company and website; Feedback keeps rating and comment with the form; the blank form you build yourself.
The builder shows the elements on the left, the form in the middle as visitors will see it, and the settings of the selected field on the right. Field types range from text, email and phone over date and choice to hidden fields that store the page's UTM parameters with every submission.
Data mapping: where a submission goes
Under Data mapping you decide whether a submission stays with the form only, creates or updates a lead, or updates an existing customer. For every field, Maps to chooses which field of the record it fills — name, email, phone, message or one of your custom fields. A person who is already known, recognized by email address or phone number, is updated instead of created a second time. The form needs a field for email or phone and a consent field: data goes into the record only with the box checked.
Publish and put it on your website
Publish makes the form live. Share & embed has everything ready to copy: the link to the form's own page, a code snippet for any website, a popup button and the WordPress shortcode. In the video the snippet goes onto the contact page of a shop, and the form appears there in the page's own style. A visitor fills in name, email and phone, describes what they need, checks the privacy consent box and sends the form — the thank-you message appears right away.
The submission is already a lead
Back in InsightHub, the submission is listed under View submissions with all its answers, and the record column shows New lead. The lead carries the form's name as its source, the lead page shows From form with a link to the submission, and every mapped answer is already in the right field. New leads start your automations with the trigger “When a new lead is created” — a welcome email that goes out on its own, for example. Under Form analytics you follow submissions, started, completion rate and average time for every form.
What this changes
Nobody retypes the inquiry: the moment it is sent, it is a lead with its source, campaign and every answer, and sales keeps working in the same list as for chat, WhatsApp and email. A good start: create the contact form from the template, check the data mapping once and put the snippet on your contact page.
How leads are worked on from there is covered in the post on the Leads overview; which campaign is behind a submission is what Campaign analytics tells you.
