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Lead Forms FAQ

Nastassia Reicher avatar
Written by Nastassia Reicher
Updated this week

This feature is currently in beta.

The following features aren’t included in this initial release, but are coming very soon:

  • Form embedding (only the shareable link is available right now)

  • Automations triggered when a lead form is submitted

  • Image uploads on forms

  • Zapier triggers

  • Visual highlights for new leads in your pipeline

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.

What are Lead Forms?

Lead Forms are built-in PaintScout forms that allow potential customers to submit inquiries directly into your CRM. Each submission automatically creates a contact and a deal in your sales pipeline.


Do I need a third-party tool to use Lead Forms?

No. Lead Forms are native to PaintScout, so you don’t need Zapier or any external tools to capture and manage leads.


How many lead forms can I create?

You can create and manage multiple lead forms, each with its own questions, acquisition source, and sharing method. Learn more >


Where do lead form submissions go?

Every submission automatically creates a deal in your sales pipeline. This is the primary place to view and work new leads.

Submissions are also available in Settings if you want a centralized, filterable view across all forms. Learn more >


Will I be notified when someone submits a form?

Yes, you can enable an email notification when someone submits a form.

  1. Go to Your Profile > Notifications section

  2. Enable the notification for When a lead form is submitted


Can I see which form a lead came from?

Yes. Each submission is tied to the specific form and acquisition source used, and this information is saved on the deal.


What’s the difference between Lead Source and Acquisition Source?

  • Acquisition Source tracks where the form was submitted (website, ad, landing page, etc.)

  • Lead Source reflects how the customer says they heard about you (referral, Google search, word of mouth, etc.)


Can I customize lead source options?

Yes. You can add a custom question to your form asking how customers heard about you and tailor the options to your business.


Can I customize the questions on a lead form?

Yes. You can add custom questions using multiple question types and choose whether each question is required or optional.


Can leads upload photos?

Very soon! Version 1 of the beta will not have file uploads but they are on the way.


How can I share a lead form?

You can currently share lead forms using a direct link. This works well for websites, emails, texts, and ads. Learn more >

Embedding is coming soon!


Can I embed a lead form on my website?

Form embedding is not available yet, but it’s coming soon.


Can I customize what happens after a form is submitted?

Yes. You can choose to show a default confirmation message or redirect leads to a custom URL after submission.


A lead says they submitted a form, but I don’t see it. What should I do?

Check your sales pipeline first, then review the Lead Form Submissions section in Settings. You can also filter by date to confirm whether the submission was received.

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