Setting Up Your Web-to-Lead Forms in Minutes
Salesboom's Web Capture tool is designed for business users, not developers. Anyone can create professional lead capture forms without technical expertise.
Access the Web Capture Tool
Navigate to the Leads tab in your Salesboom CRM and select Web Capture from the dropdown menu. Click "New Web Capture" to launch the form builder interface.
Quick Setup in 5 Minutes
The entire configuration process takes less than 5 minutes from start to finish. No technical knowledge required—if you can fill out a form, you can create a web-to-lead capture system.
Configure Form Settings
Start by entering the essential form configuration:
- Name: Descriptive name for internal tracking (e.g., "Homepage Contact Form")
- Web Capture URL: Full URL where your form will be published
- Success Page URL: "Thank You" page visitors see after submission
- Error Page URL: Alternative page for technical issues
- Activate: Make the form live and start capturing leads
- Assign Records To: Select user or team who will own these leads
- Link to Campaign: Track lead source and measure campaign ROI
Select Form Fields
Choose which CRM fields appear on your form from organized categories:
General Lead Information
- First Name and Last Name
- Email Address and Phone Number
- Company Name and Website URL
- Job Title and Industry
- Annual Revenue and Number of Employees
- Lead Source and Description
Address Information
- Street, City, State, Zip Code
- Country and Region
Custom Fields
Add custom fields specific to your business needs for advanced qualification and segmentation.