🧾 Contact Forms & Lead Capture
Vaasu Guduguntla
Last Update 4 days ago
🧾 What Are Contact Forms?
TalleFlow Contact Forms let you collect visitor info straight from your website: no coding required. Built using our drag-and-drop editor, they're fully customizable, mobile-ready, and feed leads directly into your Contacts page.
Use them to capture:
- Inquiries from your website
- Client onboarding details
- Interest in specific services
- Newsletter sign-ups or project requests.
🎨 Creating a Contact Form
Steps to Build:
- Go to Contact Forms > Create Contact Form
- Choose Start From Scratch or From Existing Design
- Drag and drop the Form block into your layout
- Start adding questions by choosing or creating fields
🧩 Available Fields (Drag-and-Drop)
TalleFlow's form tool supports all essential inputs:
- Email : Collect contact email (required by default)
- First Name: First name of the client/lead
- Last Name: Last name of the client/lead
- Phone Number: For follow-up calls or texts
- Project Date : The date of the project, service, event, etc. This helps you visualize and figure out your schedule.
- Project Description : This is the description and details of the project.
- Project Type: This allows you to categorize what kind of project it is. This maps directly to your project where you can filter, set automations, and more.
🛠️ Add Custom Fields
- Click on the Form block
- In the properties panel, go to Fields > Select… > Add New Field
- Define:
- Field Name (used internally by TalleFlow)
- Field Label (what the client sees)
- Placeholder Text (example text in the input)
- Required Field toggle
- Match form colors to your branding using the styling panel
🌍 Embedding & Publishing
Once your form is built:
After your form is published, open Actions (⋮) on the Contact Forms list and choose Get Embed Code. Copy the embed code (or Direct Link) from the Embed Contact Form window. Full platform steps: How to Embed Your TalleFlow Contact Form on Your Website.
🧠 Smart Form Features
✅ Required Fields : Ensure important info is captured
🔘 Radio Buttons: Choose one option
☑️ Checkboxes : Choose multiple options
📋 Dropdown Menus: Clean lists of options
📅 Date Pickers : Let clients choose a date
📁 File Uploads: Upload photos, docs, or briefs
⭐ Ratings : Collect 1: 5 ratings or urgency.
All forms are:
- Mobile-optimized
- Spam-protected
🔄 Lead Flow & Automation
TalleFlow automatically processes incoming form submissions:
📥 New contact and project records created instantly
🏷️ Tags Applied based on form type or answers
🔔 Real-Time Alerts for your team
📧 Auto-Responders send confirmation emails.
📌 Best Practices for Placement
Where you add your form makes a big difference:
🏠 Homepage: Grab attention early
📄 Contact Page: The obvious go-to
📱 Sidebar Widgets: Always visible
📚 Blog Posts: Turn readers into leads
🎯 Landing Pages: Campaign-specific targeting.
🧭 Learn More
- Questionnaire Responses
- How to Embed Contact Forms.
