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Lead Forms FAQ

Common questions about lead forms including submissions, notifications, customization, lead sources, and form sharing options.

Answers to common questions about PaintScout lead forms, including how submissions work, notification settings, customization options, lead sources, and troubleshooting.

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

What are Lead Forms?

Lead Forms are built-in forms that allow potential customers to submit inquiries directly into your PaintScout account. 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 and a contact 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

If one of my contacts submits a lead form, will this create a duplicate contact in PaintScout?

No, as long as the contact uses the same email address, a new contact will not be created in PaintScout. A new deal and submission entry will be created, however.

Why was a contact overwritten or replaced on a deal from a lead form?

Lead form submissions are matched by email address. If a new lead uses the same email as an existing contact, PaintScout updates that existing contact instead of creating a new one.

This can make it look like the contact on the deal was overwritten or replaced. The deal is still created, but the contact record attached to it uses the matched email address.

If multiple leads share one email address, keep in mind that they will all update the same contact record.

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.)

Learn more

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.

Does lead source update the contact every time?

No. When a contact submits a lead form, the lead source is saved to their contact page on first submission only. Later submissions will not overwrite the contact's lead source, so update the contact manually if you want to track their most recent source.

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?

Yes. Leads can upload photos when submitting a lead form. These images will appear on both the new contact and new deal pages.

How can I share a lead form?

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

You can also embed your forms directly onto your website. Learn more

Can I embed a lead form on my website?

Yes. Lead form embedding is available so you can share your form on your website. However, certain websites may require paid plans to support embedding. Learn more

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.

When I try to embed a form on my website, I get an error message saying my domain isn’t authorized. What should I do?

Check the Add your domain section in your form’s settings. You will have to add your website there as an approved domain. Remember that if you’re using a website builder, you will have to add the builder/editor as a domain as well.

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.

Related articles

Lead Form Submissions

View and manage lead form submissions in your sales pipeline and settings with filtering by source and date.

Creating a Lead Form

Step-by-step guide to creating customizable lead forms with project details, contact fields, and appointment sections.

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