Skip to content

Configure capture form settings

Choose lead routing, availability, security and what happens after someone submits.

Table of Contents

Open the form and go to Settings.

  • General: name, status, and Schedule form availability.

  • Lead Routing: Pipeline, Pipeline Stage, Lead source and Lead owner.

  • Create Activity: a task per submission.

  • Form Security: Restrict to authorised URLs, Honeypot spam protection and a password.

  • Confirmation: Show a message or Redirect to a URL.

Click Save settings.

Up next

Next, read Use the capture forms dashboard.