Dubsado

Bring new clients into Dubsado using this special form.

What is a lead capture form?

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

Create a lead capture form in 2.0

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

Share a lead capture form

Pull up your lead capture on a mobile device at trade shows, events, or meetings.

Using lead captures at in-person events

Troubleshoot lead capture forms

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

How to start a workflow from your lead capture form

Becca Berg

Lead Capture

Embed a lead capture on Squarespace

Embed a lead capture on Wix

Embed a lead capture on WordPress

Embedding

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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