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🧲 Lead capture & marketing

What form types are there and how do I request files (passport)?

Each form has a purpose: «Capture» creates a new contact in your CRM (and an opportunity); «Qualification» does NOT create a contact — it's for collecting answers or documents from people you already know (e.g. trip data), and its notification arrives as «New response», not a new lead.

  1. 1Choose the form's purpose: Capture or Qualification.
  2. 2Add fields, including «File upload»: the visitor attaches a document (passport, insurance…) stored encrypted.
  3. 3On a file field you can enable «Save to documentation» and pick a folder, so the file lands in the contact's record.
  4. 4Required fields by type: Capture asks for at least email and name; Qualification only needs the email to identify.
  5. 5Optional: «One submission per person» prevents duplicate responses from the same email.

Consejo: Forms inside a group or portal are usually Qualification (you don't want a new contact per response). The file field is the same one used to request the passport in groups.

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