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Lead Capture Forms

Embed a lead form on your website to capture inquiries automatically. When visitors submit the form, leads appear in your pipeline ready to work.

Pro Feature

What You’ll Learn

  • Creating custom lead forms
  • Embedding forms on your website
  • Customizing form fields
  • Managing form submissions

Why Use Lead Forms?

Stop copying and pasting from emails and contact forms:

  • Automatic capture - Leads go straight to your pipeline
  • No manual entry - Contact info and project details are already filled in
  • Faster response - Get notified instantly when a new lead arrives
  • Professional appearance - Forms match your brand

Creating a Lead Form

  1. Navigate to Lead Capture in the sidebar (under Growth)
  2. Click Create Form
  3. Name your form (e.g., “Website Contact Form”)
  4. Configure the fields you want to collect
  5. Click Create

Available Fields

Choose which fields appear on your form:

FieldRequired?Description
NameYesContact’s full name
EmailRecommendedContact email address
PhoneRecommendedPhone number
AddressOptionalService address
Project DescriptionRecommendedWhat they need done
BudgetOptionalTheir expected budget range
TimelineOptionalWhen they need the work

Field Settings

For each field, you can configure:

  • Required vs optional - Must they fill it out?
  • Placeholder text - Helper text in the field
  • Field order - Drag to reorder

Customizing Appearance

Colors and Styling

  1. Open your form settings
  2. Click the Appearance tab
  3. Customize:
    • Button color - Match your brand
    • Button text - “Get Quote”, “Request Estimate”, etc.
    • Background - Light, dark, or transparent

Success Message

When someone submits the form:

  1. Click the Messages tab
  2. Edit the success message
  3. Add any follow-up instructions

Example: “Thanks! We’ll call you within 24 hours to discuss your project.”

Embedding on Your Website

Option 1: Embed Code

Copy and paste the embed code into your website:

  1. Open your form
  2. Click Get Embed Code
  3. Copy the code snippet
  4. Paste into your website’s HTML where you want the form
<iframe 
  src="https://app.tallie.io/embed/form/your-form-id" 
  width="100%" 
  height="500"
  frameborder="0">
</iframe>

Share a direct link to the form:

  1. Open your form
  2. Click Get Link
  3. Share the URL

Great for social media, email signatures, or anywhere you can’t embed.

Option 3: WordPress Plugin

If you use WordPress:

  1. Install the Tallie plugin (coming soon)
  2. Add the form using a shortcode
  3. Forms render natively in your theme

Testing Your Form

Before going live:

  1. Click Preview to see the form
  2. Submit a test entry
  3. Check that the lead appears in your pipeline
  4. Verify you receive the notification

Managing Submissions

When someone submits a form:

  1. A new lead is created in your pipeline (New stage)
  2. You receive an email notification (if enabled)
  3. You get a push notification (if enabled)

The lead includes:

  • All form field responses
  • Submission timestamp
  • Source (which form)
  • IP address for spam detection

Multiple Forms

Create different forms for different purposes:

  • General inquiry - Broad form for your homepage
  • Specific service - Pre-filled with service type
  • Emergency request - Phone required, high priority
  • Quote request - Detailed with measurements

Each form can have different fields and settings.

Form Analytics

Track how your forms perform:

  • Views - How many people saw the form
  • Submissions - How many completed it
  • Conversion rate - Submissions ÷ Views

Use this data to optimize your forms and website.

Spam Protection

Tallie includes built-in spam protection:

  • CAPTCHA - Optional challenge for suspicious submissions
  • Honeypot fields - Hidden fields that catch bots
  • Rate limiting - Prevents rapid-fire submissions
  • Domain allowlist - Only accept forms from your domains

Configure spam settings in the form’s Security tab.

Notifications

Get alerted when leads come in:

  1. Go to Settings → Notifications
  2. Enable lead notifications
  3. Choose your channels:
    • Email (instant or digest)
    • Push notifications (mobile)
    • In-app notifications

Integration with Pipeline

Form submissions automatically:

  • Create a new lead in the first pipeline stage
  • Populate all available fields
  • Attach the source form for reference
  • Trigger any automation rules you’ve set up

Tips for Better Forms

  1. Ask for less - Shorter forms get more submissions
  2. Make email required - You need a way to respond
  3. Add a description - Tell people what happens after they submit
  4. Place strategically - Put forms where visitors are ready to act
  5. Test on mobile - Most visitors are on their phones
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