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Learn homeLeads & inbox · 4/7

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.

On this page
SetupTraining checklist
Path checklist
  1. 1. The growth loop
  2. 2. Inbox (Conversations)
  3. 3. Leads (Contacts)
  4. 4. Forms
  5. 5. Pipeline
  6. 6. Booking & handoff
  7. 7. Sequences & Campaigns
Related
  • Leads (Contacts)
  • Sequences & Campaigns