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Contact Forms & Lead Capture

Capture leads with ease and flow them directly into your CRM.

Vaasu Guduguntla avatar
Written by Vaasu Guduguntla
Updated over 3 weeks ago

🧾 What Are Contact Forms?

TalleFlow Contact Forms let you collect visitor info straight from your website—no coding required. Built using our drag-and-drop editor, they’re fully customizable, mobile-ready, and feed leads directly into your Contacts page.

Use them to capture:

  • Inquiries from your website

  • Client onboarding details

  • Interest in specific services

  • Newsletter sign-ups or project requests


🎨 Creating a Contact Form

Steps to Build:

  1. Go to Documents > Create Document

  2. Choose Form Type → Select “Contact Form”

  3. Decide whether to:

    • Create a Reusable Template, or

    • Create a One-off Form tied to a project

  4. Drag and drop the Form block into your layout

  5. Start adding questions by choosing or creating fields


🧩 Available Fields (Drag-and-Drop)

TalleFlow’s form tool supports all essential inputs:

Field Type

Purpose

Email

Collect contact email (required by default)

Name

Full name or split first/last

Phone Number

For follow-up calls or texts

Company

Their business name

Website

Their URL or portfolio

Zip Code

Useful for location-based services

Birthday

For personal touches or demographics


🛠️ Add Custom Fields

  1. Click on the Form block

  2. In the properties panel, go to Fields > Select… > Add New Field

  3. Define:

    • Field Name (used internally by TalleFlow)

    • Field Label (what the client sees)

    • Placeholder Text (example text in the input)

    • Required Field toggle

  4. Match form colors to your branding using the styling panel


🌍 Embedding & Publishing

Once your form is built:

  • Click the ⋮ menu (3 dots) in the top-right corner

  • Choose “Embed” to generate an HTML embed code

  • Paste it into your website OR use:

    • WordPress plugin/widget

    • Landing page builder

    • QR Code for offline campaigns


🧠 Smart Form Features

Feature

Description

✅ Required Fields

Ensure important info is captured

🎯 Conditional Logic

Show/hide fields based on answers

🔘 Radio Buttons

Choose one option

☑️ Checkboxes

Choose multiple options

📋 Dropdown Menus

Clean lists of options

📅 Date Pickers

Let clients choose a date

📁 File Uploads

Upload photos, docs, or briefs

⭐ Ratings

Collect 1–5 ratings or urgency

All forms are:

  • Mobile-optimized

  • Auto-saving

  • Spam-protected


🔄 Lead Flow & Automation

TalleFlow automatically processes incoming form submissions:

  • 📥 New Contact and Project Created instantly

  • 🏷️ Tags Applied based on form type or answers

  • 🔔 Real-Time Alerts for your team

  • 📧 Auto-Responders send confirmation emails


📌 Best Practices for Placement

Where you add your form makes a big difference:

  • 🏠 Homepage: Grab attention early

  • 📄 Contact Page: The obvious go-to

  • 📱 Sidebar Widgets: Always visible

  • 📚 Blog Posts: Turn readers into leads

  • 🎯 Landing Pages: Campaign-specific targeting


🧭 Learn More

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