Lead Intake Forms

Required Permission

Marketing - You must have the Marketing permission to access this setting.

Capture leads directly from your website into Readybuild. This page covers all available methods for integrating lead capture with your website.

Overview

Readybuild offers three ways to capture leads from your website:

Method	Best For	Setup
Public Lead Forms	Most users - visual form builder with built-in spam protection	Low
External Leads API	Developers needing complete control over form design	High
Zapier	No-code automation from other apps	Medium

Feature Comparison

Feature	Public Lead Forms	External Leads API	Zapier
Visual Builder	✅ Yes	❌ No	❌ No
Spam Protection	✅ Turnstile CAPTCHA	User implements	Varies
Custom Styling	✅ Yes	✅ Complete control	N/A
Rate Limiting	✅ Multi-tier	❌ No	❌ No
Custom Fields	✅ Contact & Project	✅ Via metadata	✅ Yes
Conversion Options	External or Direct	External only	External only
Duplicate Detection	✅ Yes	❌ No	❌ No
Activity Tracking	✅ Yes	❌ No	❌ No
Technical Skills Required	None	Developer	None

Public Lead Forms

The visual form builder provides an easy interface for creating and customizing lead capture forms. Recommended for most users.

Key Features

• Visual form builder with drag-and-drop field arrangement
• Two conversion modes: External Lead (for review) or Direct Conversion (immediate contact)
• Built-in security: Cloudflare Turnstile CAPTCHA + multi-tier rate limiting
• Customizable styling: Colors, fonts, and custom CSS
• Email lookup: Detect returning customers and auto-fill addresses

Quick Access

Navigate to Settings > Marketing > Public Lead Forms

Full Documentation

For complete setup instructions, field configuration, styling options, embedding guides, and troubleshooting, see the dedicated Public Lead Forms documentation.

External Leads API

The API endpoint provides flexibility for custom integrations but requires technical implementation. Best for developers who need complete control.

Overview

• Direct POST to https://project.readybuild.com/api/public/leads
• Bearer token or query parameter authentication
• External leads only (manual review required)
• Supports source and campaign attribution

Supported Fields

Field	Description
first_name	Lead's first name
last_name	Lead's last name
email	Email address
phone_number	Phone number
address	Street address
city	City
state	State
zip	ZIP code
notes	Additional notes
bucket	Lead bucket/category
source	Lead source
campaign	Marketing campaign
return_url	Redirect URL after submission

Authentication

POST /api/public/leads
Authorization: Bearer YOUR_TOKEN
Content-Type: application/json

{
  "company_id": 123,
  "first_name": "John",
  "last_name": "Doe",
  "email": "[email protected]",
  "phone_number": "555-1234"
}

Alternatively, pass the token as a query parameter:

POST /api/public/leads?token=YOUR_TOKEN

When to Use the API

• Server-to-server integrations
• Chatbot integrations
• Complete control over form design/styling
• Custom spam protection requirements
• JavaScript not available on your website

Full API Documentation

For the complete API specification, field reference, and code examples in PHP, Node.js, Python, C#, and Ruby, see the External Leads Integration guide.

Zapier Integration

Use Zapier to capture leads from other apps and services without writing code.

Overview

Zapier connects Readybuild to thousands of other apps. You can create "Zaps" that automatically send leads to Readybuild when triggered by events in other apps (form submissions, CRM updates, etc.).

Setup

1. Go to Settings > Integrations > Zapier in Readybuild
2. Follow the connection instructions
3. Create a Zap in Zapier that sends data to Readybuild

Common Use Cases

• Capture leads from Typeform, JotForm, or other form builders
• Sync leads from Facebook Lead Ads
• Import contacts from other CRMs
• Capture leads from landing page builders

Zapier Documentation

For detailed setup instructions, see the Zapier Integration page.

Choosing the Right Method

Use Public Lead Forms When:

• You want quick setup with minimal technical work
• Built-in spam protection is important
• You need activity tracking and analytics
• Direct conversion to contacts is desired
• You want visual customization options

Use External Leads API When:

• You need complete control over form design
• You have server-to-server or chatbot integrations
• Custom validation or security is required
• Your website doesn't support JavaScript embeds

Use Zapier When:

• You want to capture leads from other apps (Typeform, Facebook, etc.)
• You prefer no-code automation
• You need to connect multiple services together

Configuration Requirements

All methods require:

1. Allowed Domains - Configure in Company Settings
2. Administrator Access - To set up and manage forms

Setting Up Allowed Domains

1. Go to Settings > Company Settings
2. Find the Allowed Domains section
3. Add your website domain(s)
4. Click Save

This security measure ensures only your authorized websites can submit leads.

Monitoring Lead Submissions

Viewing Incoming Leads

1. Go to Contacts in Readybuild
2. Filter by source or date created
3. Look for recently submitted leads
4. Review lead details and follow up

Activity Log

For forms using Public Lead Forms, each submission creates an activity log entry with:

• Submission timestamp
• IP address
• Form fields submitted
• Conversion result

Troubleshooting

Form Not Appearing

Problem: Embed code added but form doesn't show

Solutions:

1. Verify the form hash is correct
2. Check that your domain is in the allowed list
3. Ensure JavaScript is enabled
4. Check browser console for errors

Submissions Not Creating Leads

Problem: Users submit form but no lead appears

Solutions:

1. Check the activity log for errors
2. Verify domain is whitelisted
3. Check if rate limits were triggered
4. Review required field validation

Rate Limit Errors

Problem: "Too many requests" error

Solutions:

1. Wait 5 minutes between submissions (for testing)
2. Check if multiple forms are submitting from same IP
3. Contact support if legitimate traffic is being blocked

Legacy API Errors

Problem: API returns authentication error

Solutions:

1. Verify the token is correct
2. Check that company_id is included
3. Ensure Content-Type header is set
4. Review server logs for details

Best Practices

Form Design

• Keep forms short - only ask for essential information
• Use clear field labels
• Mark required fields clearly
• Provide a compelling call-to-action

Security

• Always use HTTPS on your website
• Keep allowed domain list current
• Monitor submission activity regularly
• Review and clean up old/unused forms

Follow-up

• Set up notifications for new leads
• Define a follow-up process
• Assign leads promptly
• Track conversion rates

Related Documentation

• Public Lead Forms - Complete visual form builder guide
• External Leads API Documentation - Full API reference
• Zapier Integration - Connect Readybuild to other apps
• Contacts Management
• Sources
• Campaigns