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Create a lead form

Open Settings > Lead Forms and create a new form for the inquiry you want to collect. Use a short title and description that explain what the visitor will receive or what happens next.

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Build and preview the form

Use Form Settings to set the title, description, theme, and submit label. Add only the fields needed to route or qualify the inquiry; every unnecessary required field reduces completion. Lead form builder with live preview

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Publish and embed

Open the public form URL before adding it to your website. Confirm the title, required fields, and submit action are clear, then use the public URL or embed instructions from the form workflow. Public lead form with a concise intake description and required contact and qualification fields. New submissions create leads in VisaFlo. Review the lead profile and activity timeline to see the captured information and assign the next action.

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Troubleshooting

If a form is not collecting leads, confirm that you are using the published public URL and that required fields are not preventing submission. Keep internal routing notes and staff-only instructions out of the public form description.