Capture Leads via Web Form

Deploy an embeddable form on your website that submits directly to your pipeline.

Step 1: Create a source mapping

1. Go to Settings → Company Settings → Source Mappings
2. Create a mapping and select Web Form as the type
3. Map the form fields to your pipeline fields

Step 2: Create a web form

1. Go to Settings → Company Settings → Web Forms
2. Click "Create Web Form"
3. Select the source mapping you created
4. Set the target stage for new submissions
5. Pick which pipeline fields to show on the form

Step 3: Style it

Customize the form's colors and branding to match your website.

Step 4: Embed on your site

Copy the embed code and paste it into your website's HTML:

<script src="https://slate.zerulean.com/widget/form.js"
        data-form-id="your-form-token">
</script>

The form renders in an iframe on your page.

Submission processing

Submissions are validated and checked for spam. A new item is created in your pipeline in the configured target stage and appears on your Kanban board.

Forms are rate limited to prevent abuse.

Best practices

• Keep forms short. 3-5 fields convert better than 10.
• Use a dropdown for "How did you hear about us?" to track lead sources
• Toggle forms on/off without deleting them