Overview
Lead Capture empowers users to collect and qualify leads instantly through custom forms, badge scans, QR codes, and AI-powered enrichment - no manual data entry required.
With Popl Teams or Pro Plus, you can fully customize your Lead Capture Form to gather the exact info you need, even adding hidden fields for internal tracking or CRM syncing.
Turn on Lead Capture Mode to prompt contacts to fill out your form before viewing your card, reversing the traditional share-then-capture order. The form is fully customizable from the Popl dashboard, allowing you to add, remove, or require fields and tailor disclaimers for compliance.
Whether online or offline, Popl ensures your leads are captured, enriched, and synced seamlessly into your systems.
The Lead Capture Form
The Lead Capture Form is a customizable form that collects contact information from people you connect with using your Popl digital business card.
It appears when you share your card, allowing you to gather details like name, email, or company instantly.
You can turn the form on or off anytime using Lead Capture Mode from the Popl dashboard or mobile app.
Customizing The Lead Capture Form
You can fully personalize your Lead Capture Form from the Popl dashboard as a Pro+ or Teams user. Here’s how to do it step-by-step:
Getting Started:
From the Popl Dashboard, select the digital card you want to customize.
In the left menu under Lead Capture, click "Lead Capture Form."
Use the toggle at the top to turn Lead Capture Mode on or off.
Keep in mind: When turned on, the form appears before someone sees your card.
Customization Options:
Form Header: Click the header area to edit and add a personalized title or message.
Add Fields: Click “Add Field” to choose from:
Text field
Dropdown
Checkbox
File upload
Required Fields: Toggle "Required" to make a field mandatory.
Remove Fields: Click the "X" next to any field to delete it.
Hidden Fields (Advanced)
Hidden fields store internal info without showing it to the lead. This data attaches automatically when someone completes your form and can be mapped to your CRM.
How to Add a Hidden Field:
Go to "Lead Capture Form" in your card settings.
Under "Hidden Fields," click “+Add Field.”
Enter a:
Title (e.g., Event)
Value (e.g., Tech Expo 2025)
Click “Save.”
Keep in mind: Hidden fields are perfect for tracking events, campaigns, or reps, without asking the lead.
Final Touches
Connect Button: Change the button text to anything you like (e.g., "Share", "Submit").
Disclaimer: Add a custom note or links to meet compliance requirements.
Note: Don’t forget to click “Save” in the bottom right to apply your changes.
Lead Capture Mode
Lead Capture Mode changes the order of exchange from share → capture to capture → share, making lead collection the first step in every interaction.
You can turn Lead Capture Mode on or off anytime from the Popl mobile app or Popl dashboard
Popl Mobile App
Popl Dashboard
When this mode is turned on, the Lead Capture Form immediately pops up when you share your Popl digital business card.
This means you collect key info before your card is viewed, ensuring every new connection is saved and ready to export to your CRM.
How it works:
Share your Popl digital business card with someone
They fill out the quick form that appears immediately
Once submitted, the person is saved as a connection in Popl
This ensures you capture contact info from every person you meet—instantly and accurately.
💡 Tip
Need more help? Get support from our team
Chat with us
or email us at support@popl.co