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Embed a Custom Intake on Your Website

Embed a Custom Intake on your website and configure which member of your agency to assign new prospects

Jeremy Peskin avatar
Written by Jeremy Peskin
Updated over 2 weeks ago

In order to embed your Custom Intake onto your website:

  • Click "Share" at the top of the page

  • Select "Add to Website"

  • Copy the code snippet and paste it into the code on your website (or send it to your webmaster)

Assign Inbounds

If you have multiple users on your account, you can configure which user the inbound prospects that complete your embedded intake will be assigned to.

Note that this option is specific to the embed, not the intake. That means that you can embed an intake on different parts of your website and use each embedded intake as a funnel for a different member of your agency.

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