Purposeful enquiry fields
Start with a name, contact details and the product or service of interest. Choose required fields around the information your team needs for a useful first conversation.
Products & solutions Marketing 360
Lead Generation Form
Give every enquiry a clear path to your sales team.
Turn website interest into an organized follow-up. Plan enquiry forms that collect useful details and connect visitors with the right sales conversation.
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Lead Generation FormPeople, process and next actions.
Built around your daily workLead Generation Form,
Lead Generation Form,
explained.
A good enquiry form asks for enough information to help, without making the visitor do unnecessary work. Connect the form to your CRM process so the team knows who enquired, what they need and what should happen next.
Campaign context
Plan how landing-page and campaign details accompany the enquiry. Keeping source information with the lead helps the team understand the visitor?s interest.
CRM handover
Map form fields to the relevant lead details and agree on assignment rules. Confirm the supported form connection and handling of repeat enquiries during setup.
Follow-up ownership
Define who reviews incoming enquiries and when a callback is expected. Use the CRM workflow to keep notes, status and the next action together.
From first action to follow-through
How it works, step by step.
Design
Choose the enquiry goal and keep the questions focused on the visitor?s requirement.
Connect
Agree on field mapping, source information and the team responsible for incoming leads.
Validate
Test an enquiry on desktop and mobile, including missing fields and repeat contact details.
Follow up
Review the new enquiry, contact the visitor and record the outcome and next action.
Illustrative use case
A product campaign that needs timely callbacks
A visitor requests information about a product from a campaign page. The enquiry includes the product interest and contact details. With the form connection configured, the sales team can review the requirement, arrange a callback and keep the conversation attached to the lead.
Lead Generation FormA shared process. A visible next step.
01Design
02Connect
03Validate
04Follow up
Make the demo relevant to your team
Start with your real workflow.
Bring your website URL, a sample form and the fields you want to collect. Identify who should receive each type of enquiry and how repeat submissions should be handled. Confirm integration support and the complete submission journey during the demo.
Discuss your requirementsYour questions, answered
Before you get started.
Practical details to help you plan the right setup for your team.
Can I connect a form on my existing website?
Share your website platform and current form with the team. The supported connection method, field mapping and setup requirements can then be confirmed.
Which fields should be required?
Ask only for information needed to respond. A contact method and a short requirement are a practical starting point; tailor the remaining questions to your enquiry process.
How should duplicate enquiries be handled?
Agree on the matching fields and whether a repeat submission updates an existing lead or creates a new enquiry. Test this behavior before launching the form.
What should visitors see after submitting?
Provide a clear confirmation and realistic next steps. Explain how contact details will be used and include the appropriate privacy notice on the form.