Lead-capture forms let you collect new leads on your own external website — not inside SalesThumb — and route them straight into SalesThumb as customers. Find them under Growth & Marketing → Lead-capture forms (`/app/lead-forms`). This is different from simply tracking how an existing customer heard about you; a lead-capture form actively brings in new people who've never talked to your shop before.
Creating a form
Click "New form" and give it a name (e.g. "Website contact form"). You then choose which of six fixed fields to collect: Name, Email, Phone, Message, Service interest, and Vehicle info. Each field has an Enabled switch and a Required checkbox; turning a field off automatically clears its Required flag too, so you don't end up with a hidden required field a visitor never sees.
You can optionally route new leads to a Customer Pipeline stage and/or enroll them in a drip campaign. Both are dropdowns — "Send new leads to pipeline stage" and "Enroll new leads in drip campaign" — defaulting to "Don't place on pipeline" and "No drip campaign" respectively. Toggle Active off at any time — inactive forms show visitors a friendly "not available" message rather than an error.
Creating, editing, or deleting a form requires the "manage automations" shop permission — the same one that gates drip campaigns — so a technician or front-desk account can view submissions but can't author or change a form. Deleting a form is irreversible.
Embedding it
Each form gets its own card with a ready-to-paste iframe snippet pointing at `/leadform/<embedKey>` — a random, unguessable key, never your shop ID or the form's internal ID. Copy the snippet into your website's HTML, or click Preview to open the live public form in a new tab before you publish it. The public page has no SalesThumb navigation or branding chrome — it's meant to sit inside your site's iframe, matching the shop's own look via its own page around it.
The submission count shown on each form's card is a real, live count of rows in the submissions log — not an estimate. Click "Submissions" to expand the most recent raw entries (name, email/phone, message, and whether that lead was placed on the pipeline or enrolled in a drip campaign).
What happens on submit, and gotchas to know
A visitor must supply an email or a phone number — that requirement is enforced server-side regardless of which fields you've enabled, so if you disable both Email and Phone, visitors have no field capable of satisfying it and the form becomes unusable. Keep at least one of those two enabled.
SalesThumb finds or creates the customer by phone first, then email (same order booking uses). If the form doesn't collect a name, the new customer is stored with a placeholder name. Pipeline placement and drip enrollment are both best-effort and never block the visitor's submission — if the customer already has any pipeline placement, the form's stage assignment is skipped; if they're already actively enrolled in the target drip campaign, resubmitting is treated as success, not an error.
Notably, submitting this form — even one that collects a phone number — does not mark the customer as SMS-consented. There's no consent checkbox like booking's "Text me updates," so a shop can still call the lead, but the phone number alone doesn't opt them into automated texts.
This is a v1 feature: only the six fields above (no custom-field builder), no CAPTCHA, and no email notification to the shop yet — the only signals today are the in-app submissions log and the live count on the form's card.