Leaf Instant Form
Create and publish forms to capture leads directly into your CRM. Leaf Instant Form lets you collect enquiries from your website, landing pages, or campaigns. Every submission is automatically captured, organised, and assigned for follow-up without manual entry.
Use Leaf CRM To:
- Capture leads directly through your own custom forms.
- Automatically add every submission to your CRM in real time.
- Assign leads to the right salesperson based on your routing rules.
- Standardise and control the data you collect from every enquiry.
- Track form submissions and follow-ups in one place.
How To Integrate Instant Form With Your Leaf CRM Account?
- Select an existing or create a new campaign.
- Add Instant Form from the lead source tab as your integration.
- Rename your Form and upload the banner (optional).
- Select and arrange the fields you want to collect.
- Map each field to the correct parameter.
- Set up your post submission behaviour and enable GA4 tracking if needed.
- Preview and save your form.
Note: Once your form is live, every submission will be automatically created as a lead and assigned based on your campaign settings.
More integrations for Leaf CRM
TikTok
Google Lead Form
Web Forms
Typeform
WordPress
Spreadsheets
Zapier
Slack
Leaf Webhook API
Mailbox
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