Before you begin

Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.

Where to find it

Follow this path in your workspace

Sites → Forms → Edit Form

Visual guide: Select 1 in the left menu, then use 2 to begin. Labels can vary slightly as your workspace receives updates.

Step by step

  1. 01

    Choose the page, form, chat widget or calendar that will capture the lead.

  2. 02

    Decide which source, campaign and qualification details must reach the contact record.

  3. 03

    Connect the capture point to the correct pipeline and owner assignment rule.

  4. 04

    Trigger an immediate confirmation plus an internal notification.

  5. 05

    Test each campaign path and confirm source details remain attached to the record.

TalkTuit tips

Small details that make this work better

  • Keep naming consistent across campaigns and forms.
  • Test attribution after changing a page or domain.
  • Ask only for data your team will actually use.
Was this guide useful?Help us keep the knowledge base sharp.
Yes, it helpedIt needs work