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Share your lead form

Put your public request form on yard signs, your website, social bios, and business cards with a link, an embed snippet, or a QR code. Requests land in Lead Management.

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Owner/AdminCustomers & Leads3 minutesUpdated Sep 23, 2026Current instructions
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What you'll do

Every business gets a public request form that needs no login. Anyone who fills it in becomes a lead with source web_form, and you get a New lead submitted notification.

Do this

  1. 1

    Open the share page

    Go to app.zentive.io/settings/lead-form (also reachable from Lead Management → Add New Lead → Share form).

  2. 2

    Your form link

    Copy the URL for email signatures, social bios, and texts. Preview the form opens it as a visitor sees it.

  3. 3

    Embed on your website

    Copy embed code gives you an iframe snippet; paste it into any page of your site and the form appears inline.

  4. 4

    QR code

    Download PNG and print it on yard signs, vehicle wraps, door hangers, or business cards. Scanning opens the form on the phone.

Share Your Lead Form
What visitors see

After a request arrives

Customers → Lead Management shows it in the first stage with the requested service and message. Existing customers who use the form are matched by email so the request attaches to their record.

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Customers & Leads

Add a lead

Capture a prospect with contact details, source, requested service, deal size, stage, and a follow-up date, from Add New Lead, an import, or your public request form.

Open articleCustomers & Leads

Work your lead pipeline

Set up stages, use saved views (Needs Follow-Up, Hot, Stale), drag leads between columns, record next actions, and convert won leads into customers.

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Convert a lead to a customer

Move a real prospect into an active customer record once the office is ready to quote or schedule the work.

Open articleCustomer Portal

Request service

Ask your provider for a new visit or a change from the portal’s Request Service page, or from their public request form (link, website, or QR code) if you have no account.

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Add a customer

Create one customer by hand from Customers → Add Customer or the setup guide, then use the record's quick actions to book work, quote, invoice, or invite them to the portal.

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Import customers from a spreadsheet, QuickBooks, Jobber, or Housecall Pro

Upload a CSV or Excel export, check the column matches, review duplicates and errors, and import in one pass. Failed rows can be downloaded, fixed, and re-uploaded.

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