Keep it short
Each extra question costs you some answers. Start with what you really need.
Template
A lead form that tells sales.
This is the lead form we’d set up for ourselves: a short form, a message in Slack and a row in a sheet. Add a question only if sales will really use the answer.
- The form and the flow, together
- Starts as a paused draft
Name
Maya Patel
Work email
maya@puzzlers-labs.com
Company
Puzzlers Labs
Tell sales a lead arrivedSlack · #new-leadsWill run
Add to the listGoogle Sheets · LeadsWill run
What you get
A form and a flow, already wired up.
Use the template and both land in your account as a paused draft. Change a field or add a step, then switch it on.
FieldsThe data this form accepts
4 fieldsKeyTypeRequired
nameSingle lineYes
emailEmailYes
companySingle lineOptional
needMulti lineOptional
FlowThe route a request takes
Version 1A request arrivesPOST /submit · 4 fieldsIntake
Tell sales a lead arrivedSlack · #new-leadsAfter the reply
Add to the listGoogle Sheets · LeadsAfter the reply
Make it yours
Start small, then change what you need.
Change what you like
The template gives you a form and a flow. Add a field or a step, then switch it on.
Send it elsewhere
Swap Slack for email, or add a webhook, if your team works somewhere else.
More templates
The other templates.
Support Ticket FormsFlag the urgent onesOnboarding SurveysWelcome new people and collect what you needEvent RegistrationRegistration without the spreadsheet scrambleJob ApplicationsRésumés routed to the hiring teamCustomer FeedbackHear what worked and what didn’tNPS & SatisfactionA score and the reason behind itSales Quote RequestsBudget and timeline up frontInternal RequestsEquipment, access and approvals in one place
Try it on one form.
The free plan doesn’t need a card and never expires.