Web-to-lead captures submissions from your site or a Limnn form and creates leads automatically, with source tracking and routing to an owner so responses are fast.
Setup
- 1Create a form in Workspace Forms, or use the embeddable web-to-lead form from Sales > Leads settings.
- 2Map form fields to lead fields: email (required match key), name, company, phone, message.
- 3Choose lead source and default owner, or a routing rule (round robin across a team or by territory).
- 4Publish the embed snippet or link on your site.
- 5Submit a test entry and confirm it appears in Sales > Leads as NEW.
What happens on submit
- Email is checked for an existing Contact or Lead; duplicates update instead of creating.
- Suppressed addresses are recorded but flagged and not enrolled in outreach.
- The owner is notified and the lead appears in Sales > Today.
- UTM and page URL are stored as source data for attribution reports.
Add a consent checkbox to forms that target regulated regions; the consent value is stored with the lead.