Lead capture form template
Qualify leads as they come in: role, company size, need and timeline, so your sales team calls the best-fit people first.
What’s in this template
- Let’s talk — Eight quick questions. About three minutes.Welcome
- 1Full nameShort text
- 2Company (optional)Short text
- 3Work emailEmail
- 4What’s your role? (optional)Single choice
- 5How many people work at your company? (optional)Single choice
- 6What are you looking for help with?Long text
- 7When are you hoping to get started? (optional)Single choice
- 8How did you hear about us? (optional)Dropdown
- Thanks. Someone from our team will reach out within one working day to find a time to talk.Ending
Who it’s for
- B2B sales teamsRank new leads by company size, role and timeline before anyone books a call.
- Marketing teamsCapture leads from a campaign or landing page and see which channels bring them in.
- Hotels and event venuesTake group and corporate inquiries with the details your sales team needs to follow up.
Make it yours
- Use the templateIt becomes a draft in your workspace, named after the template, with its welcome screen and background. Nothing is published yet.
- Edit any questionReword it, change the answer type, add or remove screens, pick another background. The preview updates as you type.
- Publish and share the linkOne link, one question per screen, on any device. Answers land in your Responses tab.
Questions people ask
What makes this a lead qualification form?
It asks what sales teams use to decide who to call first: role, company size, need and timeline. Download the responses as a CSV to sort them in a spreadsheet.
Can I add a budget question?
Yes. Using the template makes a draft you can change completely: add a budget question, reword the options, delete what you don’t need, or pick another background.
How do I get leads into my CRM?
Download your responses as a CSV from the form’s Responses tab, then import the file into your CRM.
Is it free?
Yes. The template, the form and its responses are all on the Free plan, which includes unlimited forms and responses (fair use) and CSV export.
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Make the lead capture form yours.
Free · 8 questions · about 3 minutes. Sign in with your email and the draft is waiting.