Lead forms
On this page
A lead form asks visitors for their details and what they need. Each submission becomes a customer and a deal in the pipeline you choose, given to the right person, with a reminder in their bell.
Create a form#
- Open CRMForms and click New form.
- Under Basics, give the form a name, for example Wholesale enquiry.
- Under Fields, click Add field and drag fields into order. You can use first and last name, email, phone, company, message, short or long text, number, dropdown, checkbox and date, and save any field into one of your custom deal fields. A form needs an email or phone field and can have up to 30 fields.
- Under Where new leads go, pick the pipeline and stage for new deals, who gets the lead (one person, or take turns between people), the source, the deal title and any tags.
- Under Text on the form, set the heading, intro, button text, thank-you message and the marketing consent text. Leave the consent text empty to hide the box.
- Click Save form. The Share the form card then shows the link and the embed code.
Put the form on your site#
| Where | How |
|---|---|
| Its own page on your store | Copy the Link to the form. The form lives at an address on your own store domain, so it carries your branding. |
| Inside a store page | In Design Studio, add the Request a quote block to the product details section, or the Contact form section to any page. Paste the last part of the form link (after /forms/) into Form key. The quote button fills in the product name for the shopper, and the new deal gets the product in its title and the chosen option's price as its value. |
| Another website | Copy the Code to put the form on another website and paste it into the other site. The form shows inside a frame from your store. |
What happens when someone submits#
- Kartlo looks for a customer with the same email or phone. If none exists, it creates one.
- If the visitor ticked the consent box, they are marked as agreeing to marketing and added to your newsletter list. If not, they are not.
- A deal is created with the routing you set, and the owner gets a reminder.
- Any automation that starts on a form submission runs.
If you prefer to check each lead first, choose Wait until I approve the submission under New leads from forms in CRMSettingsGeneral. Submissions then wait in the form's Submissions tab until you click Approve.
Spam protection#
Every form has these checks built in, with nothing to set up:
- a hidden field that only bots fill in;
- forms filled in faster than a person could are refused;
- a limit on how often one visitor and one store can submit;
- length limits on every field.
New forms also have Extra spam check (Cloudflare Turnstile) switched on: visitors tick a short check before sending. You can switch it off per form. Forms made before this change keep their setting. Submissions marked as spam stay in the Submissions tab with the status Spam so you can check them.
A store can have up to 50 lead forms.
See Design Studio for adding blocks to pages.