Web forms
Build a lead form in Pitch2Sale, share its public link or embed it on your site. Every submission creates or updates a lead, is assigned to a rep, and can start a workflow.
From form to assigned lead
The visitor fills in your form. Pitch2Sale screens out spam, maps the answers, assigns the lead and starts any workflow listening for that form.
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Meridian Health
- 01A visitor fills in your form on its hosted page or your embedded copy.
- 02The honeypot, and reCAPTCHA if you use it, screen out bots.
- 03Answers map to the lead, its contact and custom fields.
- 04A matching lead is updated, or a new one is created and assigned.
- 05The owner is notified and any Form Submitted workflow starts.
What it does in Pitch2Sale
The fields you need
Text, email, phone, dropdowns, checkboxes, dates, hidden fields, file upload and a GDPR consent box, with show-if rules.
Link or embed
Share the hosted link or embed it with an iframe, styled with themes or your own CSS.
Assigned on arrival
Round robin, a specific rep, or unassigned, with duplicates matched by email or phone.
Starts a workflow
The Form Submitted trigger lets a workflow follow up the moment the form is sent.
Set it up
- Open Settings → Lead Capture → Forms.
- Click Create Form.
Enter the form name and add fields under Form Fields.
- Map each field.
Point it at a lead, contact or custom field.
- Set the rules.
Choose duplicate handling (by email, by phone, or none), assignment, and the success message.
- Style it.
Pick a theme on the Theme tab, or add custom CSS.
- Save and share.
Click Copy Link for the hosted page, or copy the iframe code from the Embed tab.
- Add a workflow (optional).
In Workflows, use the Form Submitted trigger.
What syncs, and what does not
| Direction | What | When |
|---|---|---|
| Form → Pitch2Sale | A new lead and contact, with source set to the form, assigned by your rule | A visitor submits |
| Form → Pitch2Sale | Updates to the matching lead | The email or phone already exists and deduplication is on |
| Form → Pitch2Sale | Uploaded files (up to 25 MB) and the consent answer, on the submission | With each submission |
| Pitch2Sale → workflows | A Form Submitted event and an owner notification | On every submission |
| Not synced | Consent stays on the submission and is not added to the lead's consent record | — |
Common questions
Can I embed it with a script tag?
Forms embed with an iframe, or you share the hosted link.
How is spam kept out?
A hidden honeypot field, and reCAPTCHA checked on the server when it is set up. Each address can submit five times a minute.
What happens when the same person submits twice?
With deduplication on, the existing lead is updated.
Can a workflow tell my forms apart?
Yes. Filter the Form Submitted trigger by form name.
Build the form. The lead builds itself.
Create a form, share the link and watch the first submission land as an assigned lead.