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Lead Forms

Capture leads automatically with embeddable forms that create contacts and deals.

Important: this feature requires the paid Operations add-on.

Lead forms help you capture inbound requests without extra tools. Share a link or embed a form on your site. Each submission creates a contact and a deal automatically.

What you can do with lead forms

  • Capture new leads from your website, ads, and social channels

  • Create multiple forms for different campaigns or services

  • Track both acquisition source and lead source

  • Review submissions in your pipeline or in Account Settings

How lead forms work

Lead forms live in Account Settings under Leads. You can build different forms for different services, campaigns, or traffic sources.

Each form can collect project details, contact details, appointment preferences, custom questions, and image uploads. You can also choose what happens after submission, including a confirmation page or a redirect.

When someone submits a form:

  • PaintScout creates a contact automatically

  • PaintScout creates a deal automatically

  • The form's acquisition source is saved on the new deal

  • The lead's selected lead source is saved when that field is enabled

For day-to-day follow-up, work leads from your sales pipeline. For a centralized view across all forms, use Account Settings → Leads → Submissions.

Recommended first reads

  • Lead Forms Overview — Understand the core workflow, use cases, and field types

  • Creating a Lead Form — Build a form with project, contact, appointment, and custom fields

  • Sharing a Lead Form — Share by direct link or embed it on your website

In this section

  • Lead Forms Overview — Learn how lead forms capture inbound requests and turn them into contacts and deals

  • Creating a Lead Form — Create a form, customize fields, choose submission behavior, and set the acquisition source

  • Sharing a Lead Form — Copy a shareable link or embed the form on an approved domain

  • Lead Form Submissions — Review submissions in Settings and filter by date, lead source, or acquisition source

  • Lead Forms FAQ — Find answers about notifications, duplicates, embeds, and troubleshooting

  • Lead Source vs. Acquisition Source — See what each field tracks and when to use each one

  • Lead Source Tracking — Manage your lead source list and connect it to reporting

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