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Forms

Public lead capture at /f/[workspace]/[form] with workflow triggers.

Modules3 min readformslead capturepublic

Forms

Route: `/forms` (builder). Public: `/f/[workspaceSlug]/[formSlug]`.

Setup

  1. Create a form (e.g. PPI request, contact)
  2. Copy the public URL into ads, bio, or GMB
  3. Submissions create / update contacts and can fire Workflows

Training checklist

  • [ ] Create a test form on precision-european
  • [ ] Submit once from an incognito window
  • [ ] Confirm the lead appears under Leads
  • [ ] Confirm any workflow / sequence kicked off

Keep form CTAs PEAR-branded — phone 623-273-2366, Cave Creek address only.

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SetupTraining checklist
Related
  • Leads (Contacts)
  • Sequences & Campaigns