Build a lead form in Pitch2Sale, share its public link or embed it on your site. Every submission creates or updates a lead, is assigned to a rep, and can start a workflow.
The visitor fills in your form. Pitch2Sale screens out spam, maps the answers, assigns the lead and starts any workflow listening for that form.
Text, email, phone, dropdowns, checkboxes, dates, hidden fields, file upload and a GDPR consent box, with show-if rules.
Share the hosted link or embed it with an iframe, styled with themes or your own CSS.
Round robin, a specific rep, or unassigned, with duplicates matched by email or phone.
The Form Submitted trigger lets a workflow follow up the moment the form is sent.
Enter the form name and add fields under Form Fields.
Point it at a lead, contact or custom field.
Choose duplicate handling (by email, by phone, or none), assignment, and the success message.
Pick a theme on the Theme tab, or add custom CSS.
Click Copy Link for the hosted page, or copy the iframe code from the Embed tab.
In Workflows, use the Form Submitted trigger.
| Direction | What | When |
|---|---|---|
| Form → Pitch2Sale | A new lead and contact, with source set to the form, assigned by your rule | A visitor submits |
| Form → Pitch2Sale | Updates to the matching lead | The email or phone already exists and deduplication is on |
| Form → Pitch2Sale | Uploaded files (up to 25 MB) and the consent answer, on the submission | With each submission |
| Pitch2Sale → workflows | A Form Submitted event and an owner notification | On every submission |
| Not synced | Consent stays on the submission and is not added to the lead's consent record | — |
Forms embed with an iframe, or you share the hosted link.
A hidden honeypot field, and reCAPTCHA checked on the server when it is set up. Each address can submit five times a minute.
With deduplication on, the existing lead is updated.
Yes. Filter the Form Submitted trigger by form name.
Create a form, share the link and watch the first submission land as an assigned lead.