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Forms & Lead Capture

Build embeddable web forms that capture leads and create contacts in your CRM automatically. Forms can be hosted on Outsprint or embedded on your website.

Form builder

Creating a Form

  1. Navigate to the Forms section (via chat or admin settings)
  2. Click Create Form
  3. Add fields by clicking + Add Field and selecting a field type:
    • Text, Long Text, Number, Email, Phone, URL
    • Select, Multi-select, Checkbox, Date
    • Hidden field (for UTM parameters)
    • Consent checkbox (for GDPR)
  4. Configure each field with a label, placeholder text, and required toggle
  5. Map each field to a CRM property (contact standard fields or custom properties)
  6. Set form options:
    • Submit button text (default: "Submit")
    • After submission -- show a thank-you message or redirect to a URL
    • Notify on submission -- email addresses to receive notifications
    • Add to list -- automatically add the contact to a specific list
    • Lifecycle stage -- set the default stage for new contacts
  7. Click Save Form

Sharing Your Form

Each form gets a unique hosted URL and embed codes:

  • Direct link -- share the hosted URL directly: https://forms.gooutsprint.com/your-company/form-name
  • Iframe embed -- copy the iframe code and paste it into your website HTML
  • JavaScript embed -- use the lightweight JS snippet for inline rendering without an iframe

How Submissions Work

When a visitor submits your form:

  1. Required fields and formats are validated
  2. The contact is matched by email -- if found, the existing record is updated; if not, a new contact is created
  3. The contact is added to the configured list and lifecycle stage
  4. Notification emails are sent to the configured recipients
  5. Webhook events (form.submitted) are dispatched
  6. The visitor sees the thank-you message or is redirected

Viewing Submissions

Open any form to see its submission history in a table view with name, email, company, and submission date. Click a submission to see full details and a link to the matched contact.

You can export submissions as CSV using the Export CSV button.

Spam Protection

Forms include built-in spam protection using honeypot fields (hidden fields that are invisible to humans but filled by bots). Submissions with honeypot fields populated are automatically rejected. Rate limiting prevents more than 10 submissions per IP per minute.

Pro Tip

Use hidden fields with URL parameters to track UTM sources. For example, add a hidden field mapped to a "Source" property and pass ?utm_source=google in the form URL.

What's Next