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:

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.

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.

3.3) Add Meeting Booking

You can also add meeting booking to your lead capture form by clicking + Add Your Calendar:

This allows leads to fill out the form and book a meeting from your available slots in the same flow.

Refrens checks your connected Google Calendar, shows available time slots, creates the lead, schedules the meeting, and syncs it with your calendar once the form is submitted.

You can configure details such as meeting duration, working hours, available days, buffer time, minimum notice period, and meeting type.

Learn more about setting up meeting booking in lead capture forms: How to Enable Meeting Booking in Lead Capture Forms?

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) Choose Form Layout

You can choose how the fields should appear in your lead capture form:

There are three layout options:

• Single Column: Shows one field per row. This is useful for simple forms, mobile-first pages, and narrow spaces.
• Two Columns: Shows fields side by side on wider screens. This is useful for longer forms where you want to reduce scrolling.
• Auto: Automatically adjusts the layout based on the available space. If the form is placed in a wide section, it can show two columns. If it is placed in a narrow section, it switches to a single column.

Override form layout in embed code:

When embedding a form on your website, developers can override the default layout selected in the form builder by adding a layout option directly in the embed code.

This is useful when you want to use the same form in different places.

For example, you can show the form in two columns on a wide landing page and use a single-column layout in a narrow sidebar for the same form!

To override the layout, add the data-layout attribute to the embed code.

data-layout="single-column"
data-layout="two-column"
data-layout="auto"

The layout added in the embed code takes priority over the layout selected in the form builder. If no layout is added in the embed code, Refrens uses the layout saved in the form builder.

4.13) 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: 01/06/2026