Lead Capture

Kick off your process by bringing new clients into Dubsado.

19 articles in this collection
Written by Becca Berg and Sam Gioia

What Is a Lead Capture Form?

Bring new clients into Dubsado using this special form.

Written by Sam Gioia
Updated over a week ago

How to Build a Lead Capture Form

Ensure the fields on your Lead Capture are mapped correctly so you can bring new clients into Dubsado!

Written by Sam Gioia
Updated over a week ago

Lead Capture Options

These additional options allow you to customize what happens after a lead fills out your form.

Written by Sam Gioia
Updated over a week ago

Using the Lead Capture Redirect URL Setting

Have your Lead Capture redirect to a custom link on submission.

Written by Sam Gioia
Updated over a week ago

Using Lead Captures at In-Person Events

Pull up your Lead Capture on a mobile device at Trade Shows, Events, In-Person Meetings with this trick!

Written by Sam Gioia
Updated over a week ago

How to Start a Workflow from Your Lead Capture Form

Kick off a workflow when your lead capture form is submitted so you can respond to new leads automatically!

Written by Sam Gioia
Updated over a week ago

Date conflicts setting

Use this handy tool to quickly check for potential calendar conflicts with new leads.

Written by Sam Gioia
Updated over a week ago

How to Share Your Lead Capture Form

Embed your lead capture on your website or share a direct link.

Written by Sam Gioia
Updated over a week ago

Change your active lead capture form

If you're on the Starter plan and need to activate a different lead capture form, here's how!

Written by Sam Gioia
Updated over a week ago

Remove Padding and Margins from Your Lead Capture Form

Use a Code Block to reset all of the margins and padding around the perimeter of your Lead Capture form to zero.

Written by Sam Gioia
Updated over a week ago

Embed Your Dubsado Lead Capture on Showit

Written by Becca Berg
Updated over a week ago

Embed Your Dubsado Lead Capture on Squarespace

Written by Sam Gioia
Updated over a week ago

Embed Your Dubsado Lead Capture on Wix

Written by Sam Gioia
Updated over a week ago

Embed Your Dubsado Lead Capture on Wordpress

Written by Sam Gioia
Updated over a week ago

Embed Your Dubsado Lead Capture on Zenfolio

Written by Sam Gioia
Updated over a week ago

Troubleshooting

An existing client filled out my Lead Capture to work with me again, but now they have two entries in the Address Book.

Written by Sam Gioia
Updated over a week ago

My embedded Lead Capture form is cut off / has a scroll bar.

Written by Sam Gioia
Updated over a week ago

Someone filled out my Lead Capture, but the client name and email are blank!

Written by Sam Gioia
Updated over a week ago

My client filled out a form and now they are showing up twice.

Written by Sam Gioia
Updated over a week ago