Create Website Lead Capture Forms

Overview

ClosingDealz Forms is a form builder for collecting website enquiries and storing each submission as a lead in the CRM. You can configure contact fields, owner-defined custom fields, branding, success behavior, embedding restrictions, spam protection, and form analytics.

Use a standard form for contact or qualification questions, a lead-magnet form to provide a file after submission, or a booking form when visitors should choose a meeting time.

Add Form Fields

Available lead fields include first name, last name, email, and phone number. You can also add custom fields using one-line text, multiple-line text, radio buttons, checkboxes, dropdowns, and phone-number inputs. The captured values are stored as described in Manage Leads.

For each field you can:

• Mark it as required or optional
• Reorder it
• Edit its label and purpose
• Remove it from the form

Ask only for information you will use. Shorter forms usually reduce friction; additional fields can help evaluate whether a visitor matches your qualified-lead criteria.

Customize Form Appearance

Choose a light, dark, or custom theme. You can set fonts, text and button colors, card or transparent containers, corner radius, shadows, title, description, submit-button text, and advanced CSS.

Preview the form at mobile and desktop widths before publishing it. A form should remain readable against the page where it is embedded.

Configure Submission Behavior

Choose what visitors see after a successful submission:

1. Success text: show a confirmation title and description.
2. Redirect: send the visitor to a specified URL.
3. Lead magnet: make an uploaded file available after submission.

Supported lead-magnet formats include PDF, Markdown, text, DOCX, and DOC. Explain what the visitor will receive before asking for their details.

Enable Spam Protection and Domain Restrictions

Cloudflare Turnstile can help filter automated submissions. You can enable spam protection per form and restrict where the embed is allowed to run by adding approved domains.

After changing either setting, submit a test entry from the production domain and confirm that the lead appears correctly.

Embed and Test the Form

1. Create and configure the form.
2. Copy its embed code.
3. Paste the code into your website.
4. Publish the page.
5. Submit a test using a real browser.
6. Confirm the lead, source, and captured values in ClosingDealz.

Review Form Analytics

Form analytics can include impressions, submissions, conversion rate, leads generated, deals created, closed-deal value, and lost-deal value. Compare forms with similar traffic and intent; a high-volume lead magnet and a high-intent consultation form should not be judged by the same benchmark. See the Sales Analytics Overview for related metrics.

Related Guides

• Create a lead magnet form
• Create a booking form
• Manage leads