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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 2 weeks ago

๐Ÿงพ What Are Contact Forms?

TalleFlow Contact Forms let you collect visitor info straight from your websiteโ€”no coding required. Built using our drag-and-drop editor, theyโ€™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


๐ŸŽจ Creating a Contact Form

Steps to Build:

  1. Go to Contact Forms > Create Contact Form

  2. Choose Start From Scratch or From Existing Design

  3. Drag and drop the Form block into your layout

  4. Start adding questions by choosing or creating fields


๐Ÿงฉ Available Fields (Drag-and-Drop)

TalleFlowโ€™s form tool supports all essential inputs:

Field Type

Purpose

Email

Collect contact email (required by default)

First Name

First name of the client/lead

Last Name

Last name of the client/lead

Phone Number

For follow-up calls or texts

Project Date

The date of the project, service, event etc. This helps you visualize and figure out your schedule.

Project Description

This is the description and details of the project.

Project Type

This allows you to categorize what kinjd of project it is. This maps directly to your project where you can filter, set automations and more.


๐Ÿ› ๏ธ Add Custom Fields

  1. Click on the Form block

  2. In the properties panel, go to Fields > Selectโ€ฆ > 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


๐ŸŒ Embedding & Publishing

Once your form is built:

  • Click the โ‹ฎ menu (3 dots) in the top-right corner

  • Choose โ€œEmbedโ€ to generate an HTML embed code

  • Paste it into your website


๐Ÿง  Smart Form Features

Feature

Description

โœ… Required Fields

Ensure important info is captured

๐Ÿ”˜ Radio Buttons

Choose one option

โ˜‘๏ธ Checkboxes

Choose multiple options

๐Ÿ“‹ Dropdown Menus

Clean lists of options

๐Ÿ“… Date Pickers

Let clients choose a date

๐Ÿ“ File Uploads

Upload photos, docs, or briefs

โญ Ratings

Collect 1โ€“5 ratings or urgency

All forms are:

  • Mobile-optimized

  • Spam-protected


๐Ÿ”„ Lead Flow & Automation

TalleFlow automatically processes incoming form submissions:

  • ๐Ÿ“ฅ New Contact and Project Created instantly

  • ๐Ÿท๏ธ Tags Applied based on form type or answers

  • ๐Ÿ”” Real-Time Alerts for your team

  • ๐Ÿ“ง Auto-Responders send confirmation emails


๐Ÿ“Œ Best Practices for Placement

Where you add your form makes a big difference:

  • ๐Ÿ  Homepage: Grab attention early

  • ๐Ÿ“„ Contact Page: The obvious go-to

  • ๐Ÿ“ฑ Sidebar Widgets: Always visible

  • ๐Ÿ“š Blog Posts: Turn readers into leads

  • ๐ŸŽฏ Landing Pages: Campaign-specific targeting


๐Ÿงญ Learn More

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