Lead capture form with KPI dashboard
A public form that stores each lead, alerts sales and feeds a dashboard with totals, source, interest and daily trend.
Everything is created inactive in a new folder of your account. Nothing runs until you activate it, and you can undo it for 24 hours.
What it does
Turn any page or campaign into a measurable lead source. The visitor fills in the contact form (name, email, company, interest and how they found you); the lead is stored as nuevo, an auto-reply is sent and the sales team gets an alert with all the details. The lead dashboard shows total leads, the last 7 and 30 days, the top source, the breakdown by source and interest, the daily trend and the latest leads.
What is included: 1 form, 1 workflow, 1 dashboard and the leads_web data group.
What you need: an SMTP account and the sales team email.
How to use it: install the template, connect SMTP, set the sales email, embed or share the form link and follow results in the dashboard.
How to set it up
- 1
Connect the smtp credential
This template uses smtp in: Avisar al comercial, Autorrespuesta al lead. Create or pick the credential and assign it in those nodes.
- 2
Copy the webhook URL (Recibir lead)
A new URL is generated on install. Paste it into the external system that must call this workflow.
- 3
Publish and test the form "Contacto comercial"
Open it, publish it and submit a test entry to check the workflow starts.
- 4
Open the dashboard "Captación de leads"
Check that the test data shows up.
- 5
Set who receives leads
In the Captación de lead workflow, Avisar al comercial node, replace
ventas@tuempresa.comwith the sales team email. - 6
Publish the form
Open the Contacto comercial form, copy its public link and share or embed it on your site. Every submission shows up in the Captación de leads dashboard.
- 7
Activate the workflow
Workflows are installed inactive. Once everything is set, activate it.
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Try it in under 5 minutes
Create the template in your account, connect your credentials and activate it when you are ready.
Use this template