Operations / lead capture forms

Forms that qualify your leads for you.

Each answer adds points. When the form finishes you know if the lead is cold, warm or hot, and it is already in your pipeline.

Questions and qualification

One answer can change the path

Question, score and next step are related in the form.

QuestionsLogicAppearanceResponsesNotificationsSettings

The map connects answers to questions. It applies when the form uses conditional logic.

Connect an answer to the next question to define each path.− 100% + Center
1Which best do you describe?
Consultant0
Coach0
Course creator0
Agency0
2What is your monthly income?
Under €3,0000
€3,000–€5,0000
€5,000–€10,0000
€15,000–€30,0000
Over €80,0000

This is how the route is connected.

  1. 01Response
  2. 02Score
  3. 03Pipeline

An answer opens the next path

On the map, each card represents a question and each connection links an answer to another question. You can direct different profiles through different routes when you activate conditional logic.

Ask only what provides context

For example, a coach and a consultant can share the billing question and then receive specific questions. Combine the course with scores and results to guide qualification; Check connections before posting.

Questions and qualification · how it works

Ask the right questions. Act on the answers.

A form can collect data and also guide the next step. Design questions, branches and results so that each contact enters the appropriate process.

Design the conversation

Use a view with all questions, one question per screen, or conditional branches. Choose from the available question types.

Interpret the answer

Configure qualification scores and thresholds. Assigns a result page or redirection based on the journey.

Connect the input

The response creates or updates the contact and can place it in the pipeline. Embed the inline form, as a popup, bubble, or full page.

Questions and qualification · scope

Lead capture forms
in detail.

Three ways to ask

  • All questions on the same page.
  • One question per screen.
  • Logically: each answer decides the next question.

Seven types of questions

  • Short text, long text, email, telephone, number, one option and several options.

Automatic qualification

  • Points per response and thresholds per form.
  • Lead temperature: cold, warm or hot.
  • Different endings depending on the score: a separate screen or a redirection with the data already filled in.

On your website and on your team

  • Embeds into any website with a single script, in four modes: inline, pop-up, bubble or full page.
  • Notices to Slack based on score bracket, with your own message template.
  • Own appearance: colors, logo, corners and size.

Direct to sales

  • Each send creates or updates the person's profile and places it in your pipeline and on the setter board.
Questions and qualification on screen

Collect useful information before the first call.

Relates questions, response options and punctuation. The logic of the form adapts the route and allows the contact file to reach the team with information to prepare the conversation.

Available in
Essential and Pro.
View plans

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Operations from €149/month

Everything you need.
To continue growing.

Connect your tools, coordinate your team and advance your business from one place.