How to create a Lead Collection Form?
Refrens' Lead collection forms help you automate lead capture from your website, social media, and other platforms.
Our customization options ensure you collect all the data you need while keeping it clean and organized.
Let's see how you can quickly create forms on Refrens:
Firstly, Navigate to dashboard Sales CRM > Forms > Create Form.
You will land on the forms creation page:
There are three sections in form creation:
Select Sales Pipeline
Select Form Fields
Configure Form
If you manage multiple products or services across different pipelines, you need to select a pipeline where your leads will be stored.
For example, an agency might have multiple service offerings like Digital Marketing, Content Marketing, SEO, etc. For each of these services, they might have a different sales process, and thus, have different sales pipelines to manage leads for different services.
Just select the pipeline where you want the leads to go.
In the next step, select and add the fields necessary to collect the information you require from your leads.
By default, you will see some suggested fields that you can add to your forms. You can add/remove them by turning the toggle on/off if you want.
You can also change the order of the field by using the drag & drop handle as shown in the image above.
Click on the settings icon to access field customization settings like changing the field name, adding additional info like help text or placeholder text, making the field mandatory, hiding the field from users, etc.
As you see above, adding help text and placeholder text helps you guide your users to enter the correct data.
Here's how it will look in your form:
You can also customize fields to add different formats like radio buttons, checkboxes, dropdown menus, currency, etc. from the field type dropdown menu.
By marking something as a hidden field, you can add a field in your form that can be hidden from your leads but visible to you.
To identify which coworking offerings a lead is interested in without directly asking, add hidden fields to your lead capture forms labeled Flexible Desks, Cabins, Meeting Rooms, etc. These fields will be visible to you but not to the user, allowing you to determine their preferences upon form submission.
Here's what your form configuration section will look like:
Add your logo to look more professional. (If you are creating the form to embed in your website, you can also choose to show/hide the logo with the checkbox.)
Add the form title that your form viewers will see.
Add more details about the form to give more context to form respondents.
Add a form name that will only be visible to you for internal use.
Add a submission message that will show up when the respondents submit the form.
Turn the toggle on if you want to send a submission confirmation email to respondents.
Choose an email to which you want the recipients to reply.
Now personalize the colors of your Form Submit Buttons to match them perfectly with your brand identity or website design.
Turn this toggle on to send an automated email to form respondents when they fill up your form. Click on the "Settings" icon (⚙️) to customize your email or choose from pre-saved email templates:
If you want to automatically assign the leads created via this form to a particular salesperson, you can do that by selecting the name of the salesperson from here.
If you want to redirect the user to your website or any other landing page, you can mention the URL here. Add a URL label that will be visible to users - this will give them an indication of where they are being redirected to.
Take a look at the example below:
If you are planning to embed the form to your website, you can choose if you want to use the default Refrens theme OR the theme of your website.
If you are a premium user, you can also remove the "Powered by Refrens" branding by unchecking the highlighted box.
Once you are done, click on the "Publish Form" button in the top right corner to make the form live. Then click on the "Get Code" button to get a sharable link as shown below:
If you want to embed the form to your website to use it as "Contact Us" OR a lead capture form, you can also get the embed code from here. For more details on embedding, check out this article.
If you still have questions you can reach out to us on care@refrens.com or contact us via chat support for quicker assistance.
Our customization options ensure you collect all the data you need while keeping it clean and organized.
Let's see how you can quickly create forms on Refrens:
Step 1: Navigate to the forms section
Firstly, Navigate to dashboard Sales CRM > Forms > Create Form.
You will land on the forms creation page:
There are three sections in form creation:
Select Sales Pipeline
Select Form Fields
Configure Form
Step 2: Select Sales Pipeline:
If you manage multiple products or services across different pipelines, you need to select a pipeline where your leads will be stored.
For example, an agency might have multiple service offerings like Digital Marketing, Content Marketing, SEO, etc. For each of these services, they might have a different sales process, and thus, have different sales pipelines to manage leads for different services.
Just select the pipeline where you want the leads to go.
Step 3: Select Form Fields:
In the next step, select and add the fields necessary to collect the information you require from your leads.
By default, you will see some suggested fields that you can add to your forms. You can add/remove them by turning the toggle on/off if you want.
You can also change the order of the field by using the drag & drop handle as shown in the image above.
3.1) Field Customization Settings:
Click on the settings icon to access field customization settings like changing the field name, adding additional info like help text or placeholder text, making the field mandatory, hiding the field from users, etc.
As you see above, adding help text and placeholder text helps you guide your users to enter the correct data.
Here's how it will look in your form:
You can also customize fields to add different formats like radio buttons, checkboxes, dropdown menus, currency, etc. from the field type dropdown menu.
3.2) Hidden Fields:
By marking something as a hidden field, you can add a field in your form that can be hidden from your leads but visible to you.
To identify which coworking offerings a lead is interested in without directly asking, add hidden fields to your lead capture forms labeled Flexible Desks, Cabins, Meeting Rooms, etc. These fields will be visible to you but not to the user, allowing you to determine their preferences upon form submission.
Step 4: Form Configuration:
Here's what your form configuration section will look like:
4.1) Add Business Logo:
Add your logo to look more professional. (If you are creating the form to embed in your website, you can also choose to show/hide the logo with the checkbox.)
4.2) Form Title:
Add the form title that your form viewers will see.
4.3) Form Description:
Add more details about the form to give more context to form respondents.
4.4) Form Name:
Add a form name that will only be visible to you for internal use.
4.5) Submit Message:
Add a submission message that will show up when the respondents submit the form.
Turn the toggle on if you want to send a submission confirmation email to respondents.
4.6) Reply to email:
Choose an email to which you want the recipients to reply.
4.7) Customize Form Submit Button Color:
Now personalize the colors of your Form Submit Buttons to match them perfectly with your brand identity or website design.
4.8) Send Email to respondents on form submission:
Turn this toggle on to send an automated email to form respondents when they fill up your form. Click on the "Settings" icon (⚙️) to customize your email or choose from pre-saved email templates:
4.9) Lead Assignee:
If you want to automatically assign the leads created via this form to a particular salesperson, you can do that by selecting the name of the salesperson from here.
4.10) Redirect on successful completion:
If you want to redirect the user to your website or any other landing page, you can mention the URL here. Add a URL label that will be visible to users - this will give them an indication of where they are being redirected to.
Take a look at the example below:
4.11) Theme:
If you are planning to embed the form to your website, you can choose if you want to use the default Refrens theme OR the theme of your website.
4.12) Show/Hide Refrens Branding:
If you are a premium user, you can also remove the "Powered by Refrens" branding by unchecking the highlighted box.
Step 5: Publishing The Form:
Once you are done, click on the "Publish Form" button in the top right corner to make the form live. Then click on the "Get Code" button to get a sharable link as shown below:
If you want to embed the form to your website to use it as "Contact Us" OR a lead capture form, you can also get the embed code from here. For more details on embedding, check out this article.
If you still have questions you can reach out to us on care@refrens.com or contact us via chat support for quicker assistance.
Updated on: 08/03/2025
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