A lead form builder that publishes without a web developer
The lead form builder in DigiPix Flow lets your sales or marketing team design an enquiry form inside the CRM, decide which lead field every answer fills, and publish it as its own page or as a snippet for your site. Edit it later and the change reaches every place the form is used.
- Built in the CRM, published in a click
- Each answer saved where it belongs on the lead
- One form, shared as a link or embedded
- field types to build a form from
- 12
- fields a single form can hold
- 40
- lines of code for the hosted page
- 0
What you set on every form
- Ready-made fieldsName, email, phone, company, message, consent
- Field rulesRequired, lengths, limits and patterns
- Choices from the CRMYour lead sources and tags as options
- Lead mappingWhich lead field each answer fills
- Consent boxPurpose, channels and the notice
- Publish stateDraft until you say it is ready
Every form change waits for the website team
Marketing wants a budget question added before Saturday's campaign. The form lives in the website's code, the agency that built it replies on Tuesday, and the campaign runs with the old form, collecting answers nobody can use.
Answers that arrive as one long paragraph
A generic contact form emails a block of text: name, phone, city and requirement run together. Someone retypes it into a sheet, fields get swapped, a digit in the mobile number goes missing and the lead is unreachable before anyone has called it.
A campaign with no form to send people to
The Instagram post is ready and the WhatsApp broadcast is drafted, but there is no page to collect replies. So enquiries come back as DMs, screenshots and missed calls, and half of them never reach the CRM at all.
Start from ready-made fields, then shape the rest
Open a new form and add the fields that decide whether a lead is usable: name, email, phone, company, a message box and a consent tick. Each ready-made field is already set up and pointed at the right lead field. Then add your own questions from twelve field types, put them in order with the up and down buttons, and check the preview beside the builder as you go.
- Six ready-made fields, each removed from the menu once used
- Twelve types, from short text to multiple choice
- Up to 40 fields, reordered with up and down buttons
- A preview of the form shown beside the builder
Rules on every field, checked twice
Give each field a label, placeholder and help text, mark it required or optional, and set the limits that make an answer usable: a minimum and maximum length, a range for numbers, or a pattern such as a six-digit PIN code. The form checks the answers in the browser before sending them, and the server checks them again when they arrive. The builder also refuses a form that could never become a lead, such as one where name, email and phone are all optional.
- Required or optional, with placeholder and help text
- Length limits, number ranges and custom patterns
- At least one of name, email or phone must be required
- The same rules enforced again on the server
Every answer lands in the right lead field
For each question, choose the lead field its answer fills: lead name, first or last name, email, phone, company, message, lead source or tags. Anything you leave unmapped is still kept with the submission. Dropdowns can take their choices from your own lead sources or tags, read fresh each time the form loads, so renaming a source in the CRM changes the form without republishing it.
- Nine lead fields an answer can be saved into
- Unmapped answers kept with the submission
- Dropdown choices taken from your lead sources or tags
- A renamed source shows on the form without republishing
A consent box you set up once, with the notice above it
Add the consent field and pick what the visitor is agreeing to, marketing or sales outreach, and which channels it covers: email, SMS or WhatsApp. Write the notice yourself or start from one of the consent templates in your settings. The form will not save without a notice, and the box always starts unticked, so the permission you hold is permission someone actually gave.
- Marketing, sales outreach or both
- Email, SMS and WhatsApp chosen per box
- A notice written by you or started from a template
- Never pre-ticked, and refused without a notice
Hosted lead capture forms that go out when you say so
A new form starts as a draft, so you can build and check it before anyone sees it. Publish it and its link and snippet start accepting entries; unpublish it and they stop until you publish again. The hosted page needs nothing from your website: it shows the form's name as the page title, sits in a single card sized for a phone, and follows the visitor's light or dark setting. Or paste one script tag into a page you already have.
- Drafts accept nothing until published
- Unpublish to pause a form without deleting it
- A hosted page sized for phones, kept out of search results
- One script tag for your own site, carrying only the form key
From a filled-in form to a lead with an owner
Each entry joins the same intake as every other source: it is compared with the leads you already have, a likely duplicate is flagged for a person to review, and your assignment and scoring rules pick an owner. Per form, you can switch on a Cloudflare Turnstile check using your own keys, and an SMS auto-reply from a published template that goes once to each new lead with a phone number.
- Duplicate checks and assignment rules on every entry
- Cloudflare Turnstile, switched on form by form
- An optional SMS auto-reply from a published template
- No text to numbers on your do-not-contact list
From a blank form to a published one, in five steps
- STEP 01
Add the fields
Start with the ready-made ones, then add your own questions in the order you want.
- STEP 02
Set the rules
Mark what is required, add limits and point each answer at a lead field.
- STEP 03
Add consent
Choose the purpose and channels, and write the notice that sits above the box.
- STEP 04
Publish
Share the hosted link or paste the snippet once the draft looks right.
- STEP 05
Follow up
Each entry becomes a lead, checked for duplicates and handed to its owner.
The CRM form builder vs a generic contact form
| What it covers | A generic contact form that emails your team | |
|---|---|---|
| Changing a question | A request to whoever built the website | An edit in the CRM, shown wherever the form is used |
| What an entry looks like | One block of text in an email | Typed answers saved into named lead fields |
| Bad answers | Whatever the visitor typed, unchecked | Lengths, ranges and patterns checked twice |
| Dropdown choices | Copied by hand and soon out of date | Read from your lead sources and tags |
| Consent | A ticked box nobody can trace | A notice, a purpose and channels on record |
| A campaign with no website page | Replies scattered across DMs and calls | A hosted page with its own link |
| Pausing a form | Delete it and rebuild it later | Unpublish, then publish again when ready |
Where your form leads go next
Forms you build here feed the same lead list as your ad platforms, keep the campaign tags on the link that sent each visitor, and can text a new lead back from your SMS route.
Lead form builder questions, answered
What is a lead form builder?
A lead form builder is a tool for designing an enquiry form, choosing its questions and rules, and publishing it so that every entry becomes a lead. In DigiPix Flow the builder sits inside the CRM, so each answer is saved straight into the lead record rather than arriving by email.
How is this different from the website forms page?
It is the same forms feature seen from the other end. This page is about building a form in the CRM and publishing it with no developer. The website forms page covers the routes in detail: the embed, the hosted link, signed posts from your own server, campaign tracking and spam checks.
Do I need a website to collect leads with it?
No. Every published form has a hosted page with its own link, which you can share in a WhatsApp message, a social bio, an email or a QR code. If you do have a site, the same form can also be placed on any page with one script tag.
Can I change a form after it is published?
Yes. The hosted page and the embed both load the form from DigiPix Flow each time they open, so an edit appears everywhere the form is used without re-pasting anything. To stop entries for a while, unpublish the form; its links answer again once you publish it.
Which field types can I use?
Short text, long text, email, phone, number, date, website address, dropdown, single choice, multiple choice, checkbox and consent checkbox. A form can have up to 40 fields, and a choice field up to 200 options, typed in or read from your lead sources or tags.
Where do the answers end up?
In the lead fields you chose: lead name, first and last name, email, phone, company, message, lead source or tags. Answers you did not map are kept with the submission. Answers are not saved into custom fields.
Can I change how the hosted page looks?
Not beyond the form itself. The hosted page shows your form's name and fields on a clean card that follows the visitor's light or dark setting. There is no theme, logo or colour setting, and it is not a landing-page tool.
Can a form send people a confirmation?
Yes, by SMS. Switch on the auto-reply for a form and choose a published SMS template; each new lead that left a phone number gets one text after it has been assigned. Numbers on your do-not-contact list are skipped, and there is no email auto-reply.
Who can see a form before it is published?
Only your team, inside DigiPix Flow. A draft form's link and snippet accept nothing, so you can build, preview and correct it before a single visitor reaches it.
Something we haven't covered? Talk to an expert
Keep exploring
Visit the blog- INTEGRATIONSWebsite lead formsThe embed, hosted link and signed server posts in detail.See the integration
- PRODUCTLead inboxWhere every form entry lands, beside your ads and marketplace leads.See how it works
- FEATURESConsent and opt-outsHow the consent captured on a form is honoured on every later message.Explore the feature
- INTEGRATIONSUTM trackingKeep the campaign behind each hosted-page visit on the lead.See the integration
- FEATURESDuplicate lead managementReview likely duplicates when the same person fills in a form twice.Explore the feature
- FEATURESWhatsApp and SMS follow-upReply to a new form lead on the channel they check first.Explore the feature
GUIDELead Source Tracking: How to Know Which Campaigns Bring Real CustomersA practical guide to lead source tracking: tag links with UTMs, keep Google and Meta click IDs, pass them through hidden form fields, record offline sources and report leads by source.Read the guide
GUIDEIndiaMART Lead Management: How to Turn Buyer Enquiries into OrdersA practical guide to IndiaMART lead management: reply to buyer enquiries fast, qualify them in one call, follow up on a plan and pull them into your CRM automatically.Read the guide
Build the enquiry form your next campaign needs
Talk to an expert — bring the questions you ask every new enquiry, and see them become a published form in DigiPix Flow.
- A real person, not a bot
- Bring your current questions
- See your form published

