Overview
Capture leads from websites and external systems.
Prerequisites and access
Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.
Steps
- Create a webform, configure fields and appearance, then copy its embed or share link.
- Preserve UTM and advertising click identifiers on landing pages.
- For server integrations, use the generated webhook URL and validate a test submission.
Expected result
The change is stored in the active workshop and becomes visible only to authorized users.
Edge cases
- Confirm the active workshop before changing data.
- Do not create duplicates when the record already exists.
- Features can be hidden when the plan, configuration, or permissions do not enable them.
Troubleshooting
Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.