01
Build the form with the questions you need.
You pick the fields (text, phone, email, date, options or checkboxes) and which customer detail each answer goes to. You share it with its link or paste it on your site with the embed code.
Forms · Edit
Features
Lead Capture Forms
Create lead capture forms and share them by link or embed them on your website. Each submission creates or updates the customer in your CRM with the captured data and can add them to lists and tags.
Watch Recaudo in action in 4 minutesForm · Get a quote for your event
How it works
Every form people fill out ends up in your customer base. Answers no longer sit in an email someone has to copy by hand.
02
Every answer arrives as a customer, already tagged.
If the person was already in your base, Recaudo updates their record; if not, it creates one. It adds the tags and the lists you chose, and the submission keeps their answers and where they came from.
Customers · Profile
03
Each submission can kick off an automation.
Use the Form submitted trigger to send them a WhatsApp or an email, create the deal in your pipeline, assign it to someone on the team or notify you.
Automations · New lead
Key features
No-code forms
Public link or embedded on your site
Creates the customer in your CRM
Automatic lists and tags
Notifications and assignment with automations
Visits, submissions and sources per form
The problem: prospects get lost between channels
Your business gets prospects from several channels: the website, WhatsApp, social media, trade shows, referrals. Without one central place, those leads get lost in spreadsheets or unread messages.
On top of that, generic contact forms don't ask for what your team needs to qualify the prospect, such as budget or urgency.
Forms connected to your CRM
With Recaudo you create lead capture forms connected to your CRM and customer base. When someone fills one out, the customer is created with the captured data and added to the lists and tags you choose.
If you want to get a notification by email or WhatsApp, have the lead assigned to a salesperson, or start a follow-up, you set it up with an automation that triggers when the form is received.
Share the form as a link on WhatsApp, email or social media, or embed it on your website.
Key capabilities
- No-code editor: build the form without programming.
- Field types: text, paragraph, number, email, phone, date, URL, dropdown and checkbox.
- Customers in your CRM: each submission creates or updates the customer with their data.
- After submission: show a thank-you message, redirect to another page or send the data to your system by webhook.
- Analytics: visits, submissions, devices and where your prospects come from, per form.
Use cases
- Lead generation: capture prospects from your website, landing pages or social media.
- Event registration: sign-up forms with the fields you need.
- Surveys: collect your customers' feedback after a purchase.
- Quote requests: let prospects send you their requirements.
Integration with Recaudo
- Every submission lands in the Sales CRM.
- With an automation, send the prospect a message by WhatsApp or email.
- Hand the conversation to an AI agent to qualify the prospect.
Capture more leads
Create your free account and publish your first lead capture form. Share the link on WhatsApp or embed it on your website.
Read more on our blog about lead capture or see how real estate agencies capture prospects with Recaudo.
Frequently asked questions
Recaudo offers a 14-day free trial with no credit card required. Plans start at $30 USD/month (Starter plan) and include Lead Capture Forms along with every other tool on the platform. Check our pricing page for more details.
Setup is fast and simple. When you create your account, the onboarding wizard walks you through configuring Lead Capture Forms step by step. No technical knowledge required. Plus, our support team is available via WhatsApp and email to help with any questions.
Yes, Lead Capture Forms is fully integrated with every Recaudo tool: online payments, WhatsApp Business, CRM, invoicing, collections and more. You can also connect external tools using our REST API and webhooks.
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Learn moreStart using Lead Capture Forms today.
14-day free trial, no credit card. Set everything up in minutes.
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