Turn Website Visitors into Qualified Pipeline
Lead Capture Form
Capture contact details, company context, and buying signals in one form—so sales knows exactly who to call first and what to say.
About This Template
Most lead forms capture a name and email, then dump everything into a queue. Sales reps waste hours researching companies, guessing at budgets, and chasing prospects who were never serious buyers.
This template qualifies leads at the point of capture. Company Size and Industry fields segment prospects automatically. Budget Range and Timeline reveal purchase intent. The multi-select Interests field shows exactly what content or demo to prepare.
Sales prioritizes high-intent leads instantly. Marketing gets attribution data for campaign optimization. The built-in consent checkbox keeps you compliant with email regulations. Connect to your CRM and watch qualified leads flow directly into rep queues.
Key Features
- Contact and company information
- Lead qualification questions
- Budget and timeline capture
- Marketing consent checkbox
Use Cases
SaaS Product-Led Growth
Your product has a free trial, but most signups never convert. You need to identify which trial users are enterprise prospects worth a sales touch.
Pain point: Sales can't tell a hobbyist from a VP of Engineering without manual research.
Marketing Campaign Landing Pages
You run paid campaigns to gated content. Every download should feed into nurture sequences or sales outreach based on prospect fit.
Pain point: Leads from content downloads are unqualified; nurture sequences treat everyone the same.
Trade Show Lead Capture
Booth staff collect hundreds of leads at conferences. Hot leads need immediate follow-up while conversations are fresh.
Pain point: Business cards pile up; by Monday, context is lost and leads go cold.
Partner Program Applications
Potential partners apply to your reseller or integration program. You need to assess fit before investing in onboarding.
Pain point: Unqualified partner applications waste program manager time on calls that go nowhere.
Form Fields (14)
Contact Information
Full Name
John SmithWork Email
your@email.comPhone Number
(555) 123-4567Job Title
Marketing ManagerCompany Name
Company Size
Select company size...Industry
Select industry...Your Needs
What are you interested in?
Budget Range
Select budget range...Timeline
Select timeline...Additional Information
Tell us more about your needs or any questions you have...I agree to receive marketing communications
Customization Tips
Add Lead Scoring Logic
Create a computed field that assigns points based on company size (enterprise = 50pts), budget ($50K+ = 40pts), and timeline (immediate = 30pts). Route high-scoring leads to senior reps.
Capture Source Attribution
Add hidden fields for UTM parameters (source, medium, campaign, content). Essential for understanding which marketing channels drive qualified pipeline.
Enable Progressive Profiling
For returning visitors, pre-fill known fields and ask new qualification questions. Reduces friction while gathering more data over time.
Add Phone Type Selection
Let prospects specify mobile vs. office phone and best time to call. Improves connect rates for outbound sales.
Include Competitor Field
Ask "What solution are you currently using?" to help sales prepare competitive positioning and displacement strategies.
Suggested Workflows
Create CRM Lead with Scoring
Trigger: On form submissionPush qualified leads to Salesforce, HubSpot, or Pipedrive with all fields mapped. Include lead score and source attribution.
Route by Lead Quality
Trigger: On form submission based on company_size and budgetEnterprise leads (500+ employees, $50K+ budget) go to senior AEs. SMB leads enter nurture sequences. "Just researching" gets educational content.
Alert Sales on Hot Leads
Trigger: On form submission where lead_score > 80Post to #sales-alerts when a lead matches ideal customer profile. Include company, budget, and timeline for quick context.
Trigger Nurture Sequence
Trigger: On form submission based on interests and timelineEnroll leads in drip campaigns based on their interests selection. Demo requesters get product content; researchers get educational material.
Developer Notes
Schema Highlights
Company size stored as range string enables segment-based queries and reporting
Interests field uses array type for multi-select, enabling $in queries for content personalization
Marketing consent tracked separately for GDPR/CAN-SPAM compliance filtering
Integration Hints
Webhook to CRM with field mapping—include source attribution from hidden UTM fields
POST to marketing automation (Marketo, HubSpot, Pardot) for immediate nurture enrollment
Use Clearbit or similar enrichment API to auto-fill company data from email domain
MongoDB Considerations
Compound index on {companySize: 1, budget: 1, createdAt: -1} for lead scoring queries
Index on {industry: 1} for segment-specific reporting and campaign analysis
Consider TTL index on uncontacted leads for GDPR data retention compliance
Tags
Get Started
Create a new app from this template. You can customize all fields, add your branding, and publish in minutes.
Complexity
Form Type
Est. Completion
~4 min
Total Fields
14
Category
Business & Sales