Lead capture · Autessa CRM
Website form capture
Autessa CRM captures leads from website forms with a lead capture address that your forms post to, and a ready-made HTML form you can paste into your site. New leads get an owner by round-robin, default tags (plus an inbound tag) and a default source, are scored as they arrive, and are protected by rate limits.
The problem
Form leads that sit in an inbox
When a website form emails a shared inbox, someone has to copy it into the CRM, and the lead waits. Posting straight to Autessa CRM creates the contact, assigns it and scores it in seconds.
What you get
- Turn lead capture on or off and copy the URL.
- A ready-made HTML form snippet.
- Round-robin owner rotation.
- Default tags plus an inbound tag, and a default source of website.
- Rate limits per sender per day and per day overall.
- New inbound leads are scored on arrival.
- Job health shows inbound leads under Automations.
How it works
How does website form capture work in Autessa CRM?
- 1
Turn it on
Settings → Integrations → Lead capture.
- 2
Add the form
Paste the snippet or post your own form to the URL.
- 3
Set routing
Owners, tags, source and limits.
- 4
Leads arrive
As contacts, assigned and scored.
Every option
Lead capture settings
| Option | What it does |
|---|---|
| On / off | Enable the capture address. |
| URL and snippet | Copy the address or a ready HTML form. |
| Owners | Round-robin rotation. |
| Tags and source | Defaults plus inbound; source website. |
| Rate limits | Per sender per day, and per day. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Administrator | Configure lead capture. |
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about website form capture
Can my website form send leads to Autessa CRM?
Yes. Post the form to the lead capture address, or paste the ready-made HTML form.
Who gets the lead?
Owners rotate round-robin, and every lead gets your default tags and source.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours