Setting up and publishing the lead capture form

You can capture leads directly into your sales funnel using a customizable embedded, hosted, or Facebook form. The data that is captured using this form is added as a new lead in your Zendesk Sell account.

The lead capture form is set up and published by an Admin user.

To create a lead capture form

• Click the Settings icon (), then select Tools > Lead Capture Form.

There are two steps required to create a lead capture form. The first is to set up what you want on the form. The second is to publish the form.

Setting up the form

The Form Settings tab is where you define the data fields that you want to include on the form.

By default, the form contains the essential data fields you need to collect your lead data. You can delete these (full name is the only required and non-deletable field), rename them, mark them as required, and also add other and custom fields.

You can also change who the leads are assigned to and in what language the form is displayed in.

The order of the data fields can be changed by selecting and dragging the fields into the order you prefer.

Note: If already you’ve set up and published a lead capture form, you can make updates to it here. There is only one version of the form and when you change it is updated wherever it has been published. 

Publishing the form

You have three options for publishing your lead capture form. You can generate embed code that you can add to any website. You can publish the form to a site that is hosted by Zendesk, or you can publish the form to a Facebook page.

Note: You cannot change the design (colors and style) of the lead capture form. If you need more customization options to match your brand (for example), you can use the Zapier integration (see Using Zapier with Zendesk Sell).