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How to create a lead capture form in FlowForce

Last updated on Nov 08, 2026

Go to Forms, click New form, name the form, pick a template, and follow the three steps. Each person who submits the form becomes a lead in FlowForce. You can share the form as a link, a kiosk page or an embed code.

The Forms page with the New form button

Step 1: Basics

  1. Click Forms in the sidebar. In real estate workspaces, click Open Houses.

  2. Click New form.

  3. Type a name where it says Name this form. The name only labels the form in your records. Visitors do not see it.

  4. Choose a Template:

    Template Use it for
    Contact us Website footer and contact page
    Demo request Sales landing pages and book a demo
    Event / webinar sign-in Trade show booths and webinar registration
    Newsletter signup Email list growth and updates
    Open house sign-in Open house tablet and yard sign QR
    Buyer intake Buyer campaigns and intake links
    Listing inquiry Property pages and IDX embeds
    Seller consultation Listing appointment requests
    Candidate application Careers page and recruiting events

    Click 5 more templates to see the full list.

  5. Click Next.

Naming the form and choosing a template

Step 2: Follow-up

Pick the sequence that follows up with everyone who submits the form. Without one, FlowForce sends no automatic follow-up. Choose a sequence from the Sequence menu, or click Skip and add one later. See How to send an automatic follow-up after a form submission.

The Follow-up step with the Sequence menu

Step 3: Preview and edit fields

You see the form as a visitor will. Switch between Link and Kiosk at the top right of the preview. Tick Required on any field you must have, and click More fields to add optional questions. FlowForce keeps the form short by default.

Click Create form when you are happy.

The preview step with the fields and the Create form button

Real estate workspaces have one extra step, Background, before the preview.

What happens next

Your form is live. Open it from the Forms list to get its link, kiosk page and embed code. See How to share and embed a lead capture form in FlowForce.

If it did not work

Next is greyed out. Give the form a name and pick a template.

I do not see the template I want. Click 5 more templates. The recommended templates change with your industry.

People submit but I get no lead. Open the form and check that its status is Active. See How to edit form fields and turn a form off in FlowForce.

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