The Lead Generation Form lets you capture website inquiries directly in LMN CRM. When someone fills out your public form, LMN automatically creates a Contact, a linked Jobsite, and a follow-up To-Do so your team can respond quickly — without re-entering leads from email, Zapier, or another tool.
This article walks through how to configure the form, share it on your website, and what to expect when a prospect submits it.
Availability: The Lead Generation Form is rolling out to all accounts during Open Beta (starting July 8). During Beta, the feature appears with a Beta label in LMN. If you do not see Lead Form Settings under CRM in Settings, your account may not have access yet.
In this article:
Configure & Use Your Lead Generation Form
Before You Begin
You will need:
✅ CRM admin access to LMN Settings
✅ Your company logo already set up in LMN (the public form displays your logo at the top, similar to a Web Proposal page)
✅ A place on your website or social media to add a link.
Step 1: Open Lead Form Settings
In LMN, navigate to Settings
Under CRM, select Lead Form Settings
The Lead Generation Form page opens with two sections: Form Settings and Response Handling
Step 2: Configure your form
Form Settings
Setting | What is does |
Page title | The heading displayed at the top of your public form (for example, "Request a Quote" or "Contact Us"). |
Instructional text | Introductory copy shown below the title. Use this to tell prospects what to include and what happens after they submit — for example, "Tell us about your property and the services you need. We'll respond within one business day." |
Confirmation message | The message prospects see after a successful submission. If left blank, the default is: "Thank you — your request has been received. We'll be in touch soon." |
Enable Form | Turns the public form on or off. The form URL only works for submissions when this toggle is on. |
Form URL | Your unique public link. Copy this URL to share on your website, in email signatures, or on social media. |
Response Handling
Setting | What is does |
Assign contact to user | Sets Assigned To on each new Contact created from a form submission. Choose an active user, or leave as Unassigned. |
Assign to-do to | Sets Assigned To on the follow-up To-Do created for each submission. Choose an active user, or leave as Unassigned. If the selected user does not have To-Do assignment email notifications enabled, they may not receive an email when a new lead comes in — ask them to check their notification settings. |
Days from submission to due date | Number of calendar days after submission when the follow-up To-Do is due. Must be at least 1. For example, if you enter 3, a submission on Monday creates a To-Do due on Thursday. |
When you are finished, click Save Changes
Step 3: Share your form on your website
Your Form URL is a public link that does not require the prospect to log in. The URL format looks like:
https://portal.golmn.com/lead-form/{your-unique-id}
Add a link (recommended)
Add a button or text link on your website — for example, on your Contact Us page — that opens the Form URL in a new browser tab.
Example link text: "Request Service" · "Get a Quote" · "Contact Us"
What Prospects See on the Public Form
When someone opens your Form URL, they see a branded page styled like your Web Proposal pages:
➡ Your company logo and company name at the top
➡ Your configured page title and instructional text
➡ A form with these required fields:
Field | Details |
First Name | Required |
Last Name | Required |
Phone | Required |
Required — must be a valid email format | |
Property Address | Required — start typing to search for an address |
Description of Request | Required — free-text description of the work or inquiry |
At the bottom of the form, the prospect clicks Submit Request.
The form includes spam protection (CAPTCHA) to help block bot submissions.
After submission — what the prospect sees
If the submission is successful:
The form is replaced by a confirmation screen with a checkmark.
Your configured confirmation message is displayed (or the default thank-you message if you did not customize it).
If the form is disabled or unavailable, the prospect sees a message that the form is currently unavailable. Make sure Enable Form is turned on in Settings before sharing your link.
What Your Team Sees After a Submission
Each successful form submission automatically creates three CRM records:
New Contact
A new Contact is created with:
Field | Value |
Name | First and last name from the form |
Phone | Phone number from the form |
Email address from the form | |
Assigned To | The user you selected in Assign contact to user, or Unassigned |
Created By | System (automated creation) |
All other Contact fields use their normal defaults.
Linked Jobsite
A Jobsite is created and linked to the new Contact:
Field | Value |
Jobsite name | Based on the Contact name (for example, "Jane Smith Jobsite") |
Address | Property address entered on the form |
Follow-up To-Do
A To-Do is created and linked to the Contact and Jobsite:
Field | Value |
Assigned To | The user you selected in Assign to-do to, or Unassigned |
Due Date | Submission date + the number of days you configured |
Progress | Pending |
Priority | Normal |
Notes | Prefilled with a follow-up note that includes the prospect's name and their Description of Request from the form |
Where to find these records:
Contacts — look for the new Contact by name; open the record to see the linked Jobsite.
To-Dos — look for the new follow-up To-Do assigned to the configured user (or in Unassigned To-Dos if no assignee was set).
If you assigned a To-Do user who has To-Do assignment notifications enabled, they should receive an email notification about the new To-Do.
Recommended Setup Checklist
Use this checklist before sharing your form publicly:
Page title and instructional text written for your customers
Confirmation message customized (optional but recommended)
Contact and To-Do assignees set to the right team members
Due date offset set (default is 1 day)
Enable Form turned on
Form URL copied and added to your website
Test submission completed (see below)
Test Your Form Before Going Live
Copy your Form URL from Settings.
Open the link in a private/incognito browser window (so you are not logged in to LMN).
Fill out all required fields with test data and click Submit Request.
Confirm you see your confirmation message.
In LMN, verify the Contact, Jobsite, and To-Do were created correctly.
Delete or archive the test Contact if you do not want it in your CRM.
Frequently Asked Questions
Do prospects need an LMN login to submit the form?
No. The form is public and anonymous.
Can I change the form URL?
No. Each account has one permanent Form URL. You can change the page title, instructional text, confirmation message, and response handling settings at any time.
What happens if I turn off Enable Form?
Prospects who visit your Form URL will see that the form is unavailable. Submissions will not be accepted until you turn it back on.
Will duplicate submissions create duplicate Contacts?
Yes. Each submission creates a new Contact, Jobsite, and To-Do. If the same person submits twice, you will get two sets of records. Contacts can be merged to eliminate these duplicates.
Can I add custom fields to the form?
Not currently. The form only includes First Name, Last Name, Phone, Email, Property Address, and Description of Request. Additional fields may be added in a future update based on customer feedback during Open Beta.
Does the form work with Zapier or other integrations?
The Lead Generation Form is designed to replace basic Zapier or Google Forms setups for website lead capture. You do not need a separate integration for submissions to flow into CRM.
Need help?
If you run into issues configuring or testing your form, contact LMN Support and include your Form URL and a description of what you expected to happen.
During Open Beta, you can also share feedback on missing fields or workflow improvements using the in-app Feedback button.