
How to send public web form data to QuickBooks using Make
Learn how to connect your public web forms to QuickBooks. Build a Make scenario that automatically creates a new customer and generates an estimate every time a lead submits a form.
A good lead capture form can be the hook that makes your website visitors become qualified leads. But how do you make your lead form good?
In this guide we'll look at how to build a high-converting lead capture form, embed it on your website, and learn what makes lead forms effective.
Before choosing a tool and building your lead capture form, it's worth knowing how you can make it effective:
With those principles in mind, the next step is choosing a tool that can deliver them without slowing you down — one that does all that under the hood, leaving you free to focus on the content.
Plumsail Forms is built exactly for this: a designer where you drag and drop ready-made fields and tweak settings to create a responsive, attractive online form. Out of the box, it gives you:
You also don't have to start from scratch!
With Plumsail Forms, you can choose one of the pre-made form templates as your base, and then customize it to match your brand and requirements.
That's exactly what we'll do next.
Here is a "Contact Us" form that we will modify and turn into a lead capture form:
This template already looks pretty good, but let's say we are a wholesale company. I can easily turn this into a B2B lead capture form by changing existing fields and asking some details about client's organization. I will also add a Captcha control to prevent any bad actors poisoning my lead data.
Now we just need to embed this lead capture form on our website. I'll simply go to Sharing settings, and copy the snippet for embedding:
All that's left is to add the snippet to our website.
As you can see, creating a lead generation form is simple, but making it attractive for your leads is much trickier. Thankfully, with tools like Plumsail Forms you can easily experiment and prototype new ways to attract new leads and convert them into customers.
Try Plumsail Forms right now! With the free tier, you can check all of its capabilities and connect it to your lead management platform of choice — HubSpot, Salesforce, Monday, or any other CRM.