How to capture leads with a web form

A web form turns your website into a lead machine. Build one in Stacks in a couple of minutes, paste it onto any page, and every visitor who fills it out lands in your CRM automatically — as a new contact, tagged, assigned, and dropped into your pipeline. No developer, no spreadsheet, no copy-and-paste.

Before you start

• You'll need to be an admin or manager — those two roles can create and manage web forms. (Regular team members and view-only users can't.)
• A website or landing page where you can paste a snippet of HTML or a <script> tag. No site of your own? You can still point an existing form at the hosted endpoint Stacks gives you.
• Nothing to unlock: CRM is the base module and is always on, so web forms are ready to use out of the box.
• Optional: to send double opt-in confirmation emails for a newsletter form, connect your email first under Settings → Email.

Step by step

1. Open Web Forms. In Stacks, click Web Forms (the 📋 item) in the left menu, then + Create Form.
2. Name your form. Give it a name like Contact Us, Get a Quote or Newsletter Signup. The name doubles as the form's title, and Stacks turns it into a short URL slug for you automatically.
3. Pick your fields. Tick the fields you want to collect — First name, Last name, Email, Phone, Company and Message. Email is always on: it's how Stacks matches and de-duplicates people.
4. Decide what happens after someone submits. Write a success message (or set an HTTPS redirect URL). Optionally auto-tag every new contact, auto-assign them to a teammate, and email yourself on each submission. Two switches change the outcome: Email signup form records the contact as a marketing subscriber, and Support intake form opens a support ticket instead of a sales deal.
5. Save, then grab the embed code. Click Create Form. Open the form again and you'll find three ready-to-use options under Embed Code: a styled HTML embed, a lightweight JavaScript snippet, and the raw API endpoint (GET/POST). Copy one onto your website — no coding required.
6. Watch the leads roll in. Each submission creates a new contact — or updates an existing one matched by email — tags it, assigns it, and for a standard form drops a deal into the first stage of your default pipeline. The Web Forms list shows a live submission count for each form.

Good to know

• No duplicate contacts. A repeat submission from the same email updates the existing contact and fills in any blank fields (it won't overwrite what's already there) — so you never get copies of the same person.
• Companies come along. Include a Company field and Stacks will find-or-create that company and link the contact to it automatically.
• Deals appear on their own. A standard form drops each new lead into the first stage of your default pipeline, titled "Lead: [name] ([form name])", so it shows up on your Kanban. (This is skipped for email-signup and support-intake forms.)
• Bring your own fields. If you hand-code the form, any extra fields — like "How did you hear about us?" — are saved into the contact's notes, so nothing gets lost.
• Turn a form on or off anytime with the Active/Inactive toggle. An inactive form stops accepting submissions.
• Built-in spam guard. Each form accepts up to 10 submissions per minute, per IP address.

Frequently asked