This feature is currently in beta.
The following features aren’t included in this initial release, but are coming very soon:
Automations triggered when a lead form is submitted
Image uploads on forms
Important: Access to this feature requires the CRM add-on.
If you don’t see it available in your account, please email product@paintscout.com to have it enabled.
Lead Forms give you a secure way to capture and manage inbound leads in PaintScout. With automatic contact and deal creation, customizable questions, and built-in lead tracking, you can respond faster and grow your pipeline with less effort.
Steps to Create a Lead Form
1. Go to your Account Settings > Leads > Forms section and click +New Form.
2. A template form will appear, which you can make adjustments to.
Internal Name: This name is used only inside PaintScout to help you identify the form.
External Title: This is the title and description displayed on the form for your leads to see.
3. Each Lead Form is made up of three sections:
Project Details
This section collects information about the customer’s painting project.
It includes a built-in question designed specifically for painting contractors that asks about the type of project. You can choose from pre-made icons or upload your own custom images to match your services and branding.
You can also add additional custom questions to better understand the scope of the project.
Contact Details
This section captures the lead’s contact information.
First name and last name are required so PaintScout can automatically create a contact and deal. All other fields are optional and can be customized to fit your needs.
Any information collected here is saved directly to the contact (and in some cases, the deal). You can also rename fields to better match your brand voice or the way your team works.
Appointment
This section is for capturing information about the appointment, like what time of day the lead is available etc.
4. Once you have customized all your questions, make sure to click Save Changes at the top of the page.
5. Next, customize what happens after a lead submits the form. Go to the Settings tab and choose one of the following options:
Show default confirmation page: Display a confirmation message after submission. You can customize the text shown on this page.
Redirect to external site: Send leads to a specific URL after they submit the form, such as a thank-you page or scheduling link.
Please note: Embedded forms don't support external redirects. After submission, the form will appear to refresh (though the lead's information will be saved in PaintScout).
For embedded forms, use the confirmation page option.
6. Next, set the Acquisition Source of the form.
PaintScout tracks two different types of lead sources on each deal:
Acquisition Source: where the form was submitted (such as your website, an ad, etc.)
Lead Source: reflects the customer's answer to how they heard about your business (referral, Google search, word of mouth, etc.)
7. When your form is ready, you can share it via link or embed it on your website.
