What it covers
Capture source and campaign attribution, route new leads, and apply duplicate-safe enrichment and abuse controls.
Forms and bookings
Lead forms
Build branded public forms that map answers into CRM fields.
How it works
Turn a public enquiry into a useful CRM record
Create branded forms that map submitted answers to supported CRM fields. Keep source and campaign attribution with the enquiry and route it for follow-up.
In practice
Preview field mappings and use duplicate-aware enrichment and abuse controls on submissions.
When to use it
Useful situations
- Collect a website enquiry and attach its source or campaign context.
- Ask only for the information needed to route a prospective customer.
- Reduce manual re-entry by mapping answers to supported CRM fields.
A working path
How the work moves
Build and map
Create a form, choose the supported fields and map each question to the information the team needs. Preview the form and verify that labels, required answers and campaign details make sense before publishing.
Publish the entry point
Use the public form URL or supported embed on your site. Confirm the public page presents the right wording and that submission validation and abuse controls are active.
Review and route responses
Check new submissions in the lead workflow, confirm source attribution and inspect possible existing records before updating or creating CRM relationships. Assign an owner and record a follow-up.
Illustrative scenario
Request a product consultation
A team publishes a short form asking for name, work email, company and preferred topic, then routes new submissions to the lead inbox for review and assignment.
Before you start
What to check
- Only supported fields can be mapped; test the mapping with realistic sample answers before relying on it for routing.
- Public forms need clear consent and privacy wording appropriate to your collection; abuse controls do not replace your own notices.
Do visitors need a NovaSoft account?
No. Published forms are public entry points with server-side validation and abuse controls.
Can I preserve campaign source?
Forms support source and campaign attribution when those values are configured and submitted.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.