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Capture leads from your website with web forms

Capture leads from your website with web forms. Create a form, pick its purpose and type, start from a ready-made form, and manage your forms.

Updated 12 October 2026 · 5 min read

A web form is a box on your website where visitors type their details, such as their name, email and question. What they type comes straight into Salesfresh. A form for leads also adds each person as a new lead.

For example, an accounting firm has an email address on its website. A visitor emails about tax filing, but the email sits unread for two days, and then someone has to type the details into Salesfresh by hand. By then, the visitor has called another accountant. With a web form on the website, the visitor fills it in and is added as a lead at once. An auto-assign rule gives the lead to someone on the team, who calls the same day.

You can also use web forms to let people book a demo, sign up for an event, or send a support request or feedback.

How it works

  1. Create the form and pick its purpose. Only Lead Generation forms add leads.
  2. Pick its fields in the Designer. See Design a web form.
  3. Set the thank-you message and spam protection. See Web form settings.
  4. Put it on your website, or share its link. See Embed a web form.
  5. Follow up on what people send. See Form submissions.

Before you start

  • To see forms, you need the View Forms permission.
  • To create or copy a form, you need Create Forms. To change one, you need Edit Forms. To delete one, you need Delete Forms.
  • To see what people sent, you need View Automation.
  • Your plan sets how many forms can be Active at once. See Plans and limits.

If you don't have a permission you need, ask your admin.

The Forms page

Go to Settings > Forms. Forms are on two tabs:

  • System: 7 ready-made forms, switched off at first. They are Contact Us, Demo Request, Newsletter Signup, Consultation Booking, Support Request, Lead Qualification and Event Registration. To use one, copy it with Clone.
  • Organization: the forms your company made.

Each row shows the form's name and description, purpose, type and status, and who changed it last. Click Designer to change its fields, or Submissions to see what people sent.

The Forms page with the System and Organization tabs and a row for each form

Create a form

  1. Click Create Form. The Form panel opens.
  2. Fill in the fields. Fields marked * must be filled in.
  3. Click Create. The form is Active straight away.
  4. Click Designer on its row, check the fields, and click Update. The form has no fields until you do this.

The Form panel with Name, Description, Purpose, Form Type, Allowed Domains and the logo and page fields

FieldWhat to enter
Name *A name your team sees, such as "Contact Us Form". Each form needs its own name
Description *What the form is for, such as "Enquiries from the Contact page"
Purpose *Lead Generation to add each person as a lead. The others, such as Support, Feedback or Booking, only save what people send
Form Type *Iframe to put it inside a page of your website, or Standalone for a page of its own
Allowed Domains *The web address the form opens from, starting with https://. Click + to add another. See Embed a web form
LogoYour logo, as a JPG, PNG, SVG or WEBP file up to 5 MB
Logo UrlA web address of your logo, instead of uploading it
Logo SizeHow wide the logo is, such as 120px
Home Page UrlYour website's home page
Privacy Page UrlYour privacy policy page. It's linked at the bottom of the form
Terms Page UrlYour terms page. It's linked at the bottom of the form

For a Standalone form, the logo size and the three page addresses must be filled in, and you need a Logo or a Logo Url.

Change or remove a form

Click ⋮ on a form:

ActionWhat it does
EditChanges the details above
PreviewOpens the form in a new tab. Only for Active forms
View Embed CodeShows the code for your website. Only for Iframe forms
Inactivate / ActivateStops or starts the form. A stopped form shows "Form is not active"
CloneMakes a copy called "Name (Copy)" on the Organization tab. The copy is Active
DeleteRemoves the form. You can't delete a System form

Troubleshooting

You seeWhyWhat to do
"You have reached the maximum of … active forms on your current plan. Please upgrade for more."Your plan's limit of Active forms is reachedUpgrade your plan. See Plans and limits
"Form already exists"Another form has that namePick another name
"URL must start with http:// or https://"An allowed domain doesn't start with https://Add https:// at the start
"Invalid URL"The logo or a page address isn't a full web addressEnter it with https://
"Either logo or logo URL is required"A Standalone form has no logoUpload a logo or enter a Logo Url

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