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Prospecting

Every lead lands in the same place.

Share a web form link, connect your website or forward portal leads. Each submission becomes a contact with a source and a stage, is routed to an agent by your rule, and can start an action plan automatically.

See how it works
The Web Forms admin page listing three forms with their type, routing, link and submission counts.

Web forms

A link anyone can fill in.

Create a form, choose which fields to show and which are required, add custom questions, and share the link or embed it. Useful when another company sends you leads: give them a form instead of a user account.

  • Form types: lead, buyer, seller, agent, vendor, website
  • Fields for name, contact details, address, budget and timeframe
  • Custom questions: short answer, multiple choice, yes or no
  • Close a form or issue a new link at any time
A public web form titled Tell us what you are looking for, with first name, last name, email, phone, budget and timeframe fields.

Website and portals

One key, three endpoints.

Lead Ingestion gives you an API key and endpoints for any website form, Zillow and Realtor.com. Paste the portal endpoint into its lead-forwarding setting, send a test lead and watch it appear.

  • Accepts common field names such as name, email, phone and message
  • Agent of record in the payload wins over the routing rule
  • De-duplicated by email or phone; repeat inquiries log on the timeline
  • Regenerate the key whenever you need to
The Lead Ingestion page with the routing rule, API key and the website, Zillow and Realtor.com endpoints, each with a Send test lead button.

Routing

Decide who gets the lead.

Round robin between agents, wait for an owner or admin to assign, or always to the owner. Each form can follow the agency rule or go to a specific member, and set tags, a source and a starting stage.

  • Assignee is notified in the app
  • Unassigned leads visible only to owners and admins until assigned
  • Action plans can start for new leads from chosen sources
  • Every submission recorded as an inquiry with the message and answers
The web form editor: form name, type, lead source, status, assignment, tags, the accepting-submissions switch and page text.

How it works

Lead Capture, step by step.

  1. Create a form or copy an endpoint

    Admin → Web Forms or Admin → Lead Ingestion.

  2. Share it

    A private link, an embed snippet or a portal setting.

  3. A lead arrives

    De-duplicated, sourced, staged and routed.

  4. Follow-up starts

    The assignee is notified and an action plan can begin.

Questions

Good to know.

Is the phone number required on web forms?

Yes. Phone is always visible and required, so every submission can be called back. Everything else is your choice.

What does a visitor see after submitting?

Your thank-you text. The form footer tells them their details go only to your agency and are used to get back to them.

How is abuse prevented?

Public form submissions are rate-limited and carry a honeypot field. Endpoints require your API key.

Works with

Prospecting

Contacts & Smart Lists

Every contact with its full history.

Learn more

Communication

Automations

Action plans that follow up for you.

Learn more

Team

Team & Roles

Owners, admins, agents, assistants.

Learn more

Made by realtors for realtors

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