How do you create a lead capture form?

There are a few best practices that you can apply when using a lead capture template. First, choose the right placement on your website. Next, consider the length and fields you include, and add your privacy policy. Invest in your submission button texts and have automated emails sent post-submission.

What is a lead capture form?

A lead capture form is a tool used to gather customer data, namely their contact information. It’s often a best practice to give them something in return, like a guide, discount, or a demo of a product.

What is the best source for leads?

7 popular sources for leads include, email marketing, events, content, referrals, social media, paid ads, and SEO.

Master online lead capture templates with our CRM

Improve how you manage lead capture to build out your sales pipeline with monday.com’s CRM Template. Collect leads, analyze customer data, and win more deals.

Use template

Integrate with your favorite tools

Lead capture template functions

monday.com Work OS gives you the flexibility to build a workflow to capture qualified leads and convert them into paying. From deal stage division to CRM basics and sales operations, you can create a unique CRM system for more deals won.

Integrations

Streamline client comms

Integrate with Gmail, Outlook, and more to send lead nurturing emails within the platform. Organize client communication data seamlessly per contact.

Forms

Generate
leads

Easily create and add a monday form to your template to be used for lead capture on your website, social media, and other customer interaction touchpoints.

Automated sales ops

Assign leads to sales dev reps

Once you’ve gathered your leads, quickly and even automatically assign them to your sales reps for qualification according to different criteria, like language market, and company or time size.

Free lead capture template key features

Our free two-week trial will be more than enough time for you to see the potential of managing and executing lead capture with our template. Check out these sales CRM features that are designed to help any size business’ sales teams meet their KPIs.

Salesforce integration Bring your SalesForce data directly into monday.com with our integration for streamlined customer relationship management.

Reports & dashboards Creating custom reports and dashboards in the same place that you manage your lead capture pipeline is easy, just add a new view.

No-code/low-code interface Our platform and lead capture template are drag-and-drop and intuitive so anyone can build and edit their boards with ease — no developer experience needed.

Generate and manage quality leads on monday.com

Capture the details you need to qualify leads and move them through the pipeline faster than ever.

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Frequently Asked Questions

Questions?

How do you create a lead capture form?
There are a few best practices that you can apply when using a lead capture template. First, choose the right placement on your website. Next, consider the length and fields you include, and add your privacy policy. Invest in your submission button texts and have automated emails sent post-submission.
What is a lead capture form?
A lead capture form is a tool used to gather customer data, namely their contact information. It’s often a best practice to give them something in return, like a guide, discount, or a demo of a product.
What is the best source for leads?
7 popular sources for leads include, email marketing, events, content, referrals, social media, paid ads, and SEO.