proposal.travel
← Help center

🧲 Lead capture & marketing

How do I create a lead-capture form for my website?

In «Marketing» you can design a branded form and embed it on your website. Each submission flows straight into your CRM as a contact and an opportunity, and can trigger an automation (e.g. routing the lead).

  1. 1Go to «Marketing» → Forms and create one.
  2. 2Choose the fields you want to ask for (name, email, phone, destination, dates, custom questions…).
  3. 3Embed it on your site as an iframe or a popup, with your branding.
  4. 4Each submission creates/updates the contact in the CRM and opens an opportunity; if you set up the Meta Pixel, it counts as a «Lead».
How do I create a lead-capture form for my website?

Consejo: In «Marketing» you see your capture metrics at a glance (link pages, forms and leads captured) and reach all the tools.

More in Lead capture & marketing

Still have questions? Write to us at hola@proposal.travel and we'll help.