Turn Website Interest Into Organized, Actionable Leads
Create branded forms, collect the right service details, route submissions into the CRM, and trigger immediate follow-up without copying information between tools.
Ask the questions your office needs before calling back
Build forms for general inquiries, service requests, estimate preparation, hiring, reactivation, and other repeatable intake workflows.
Custom fields
Collect contact, property, service, timing, budget, and qualification details.
Conditional experience
Show relevant questions based on earlier selections and customer intent.
Branded presentation
Match the form to the website and make completion easy on desktop or mobile.
Make every form submission start the right workflow
Capture the lead once, then use the information across your CRM, communication, pipeline, scheduling, and reporting.
Lead captured
A website visitor submits the service information your team requested.
CRM updated
Create or update the contact with source, tags, and custom-field values.
Team notified
Assign the lead, create a task, or route it to the correct service workflow.
Follow-up begins
Send a confirmation and start the appropriate nurturing or booking sequence.
Keep forms, analytics, and submissions organized
Manage multiple intake experiences and review form performance from one workspace instead of maintaining disconnected embed tools.
Reusable forms
Create dedicated forms for different services, campaigns, locations, and use cases.
Submission visibility
Track form activity and connect lead sources to the rest of the customer journey.
Lead Capture Forms questions
Can forms be embedded on an existing website?
Yes. Forms can support website and landing-page lead capture while keeping the submission connected to The Service Pilot.
Can different services use different questions?
Yes. Create separate forms or use conditional fields to collect the right information for each inquiry type.
Can a submission trigger an automatic response?
Yes. A form submission can update the CRM and begin confirmation, notification, assignment, or nurture workflows.
Capture better leads and respond faster
See how website forms can flow directly into your sales and service process.