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Building a Lead Capture in Dubsado

So you’ve crafted a website that beautifully showcases your services, but what’s the next step when visitors are ready to take the plunge and reach out to book services with you? Do you have a website contact form? Or something else?


If you’ve been managing inquiries via Instagram DMs or emails, you know it can quickly become overwhelming as your business scales. 


I’ve already shared why I love Dubsado and CRMs for managing all those little client-related tasks that become harder to keep track of as your business grows. 


But today I want to share how you can lead capture in Dubsado using website contact forms! 


Lead capture in Dubsado is SO much more than just a contact form on your website – they’re a superpowered tool that puts the path from lead generation to discovery call (or booked service) on autopilot! 


We’ll cover the basics of lead capture in Dubsado, building a lead capture in Dubsado, and how to create a funnel with Dubsado forms.


What is a lead capture in Dubsado?


Let’s break it down: A lead capture in Dubsado is essentially your website’s way of inviting potential clients to start a conversation with you. This all takes place on a website contact form.


It’s your website’s way of saying, “Tell me more about YOU!”


Depending on how you set things up (more on that in a minute!), clients can use the website contact form to book a discovery call, directly book a service, or simply reach out to express their interest in your services. 


But building a lead capture in Dubsado is about more than just a series of boxes for website visitors to tick – it’s also your first opportunity to learn about your clients’ needs, budgets, timelines, and how they discovered your business. 


Every lead capture in Dubsado also automatically becomes a project within your account. This integration between a website contact form and building a lead capture in Dubsado allows you to keep track of every lead that comes into your business, set up specific workflows based on the client’s input, and automate the process – ultimately making your business operations smoother.


Pro Tip: While a website contact form might look similar to an email newsletter signup form, it’s important to note that these are entirely different processes! Email signup forms are generated using email marketing software like Flodesk or Convertkit (link) – and they kick off automated email sequences in those programs! (Keep an eye out for an upcoming post on how to set this up for your business!)


Lead capture in Dubsado is a way to send information straight from your website into your CRM software.


The importance of lead capture in Dubsado

While I’m going to include the step-by-step process of building a lead capture in Dubsado (and embedding it into your site), I also want to highlight the process behind the website contact form


Here’s the most important thing to remember: Every time a potential client fills out a lead capture form on your website, that will kick off a customized Dubsado workflow. 


Everything that happens after a potential client fills out the website contact form is essentially a mini-client journey, showcasing your brand and client experience to potential future clients.


And for you, it can be a valuable chance to pre-qualify leads, saving both you and potential clients time spent on discovery calls if you’re not the best fit. 


You can design questions in the form to sort and prioritize clients based on their potential readiness for the services you offer. Not only is that efficient, it allows you to create meaningful connections right from the start!


So what happens after the website contact form is filled out?


Ultimately, that’s up to you! However, I think it’s helpful to think about this process in two main parts: what happens on the website side, and what happens on the Dubsado side.


On the website side,

Typically, after a client fills out the website contact form and selects their desired service, we recommend directing them to  a “Thank You” page. That page might have a scheduling calendar, a special freebie, or a short message that explains your usual response timeframe. 


When building a lead capture in Dubsado, aim for strategic choices that will keep clients engaged and interested in your services. From a user-experience perspective, this process should be seamless and reflective of the quality and care you put into your services.


For service providers, I recommend linking to a Thank You page with an embedded scheduling calendar. That makes it easy for clients to book a discovery call with you while they’re already on your website and engaged with your brand. 


Once they’ve scheduled a call, you can redirect to a second Thank You/Confirmation page with a freebie or additional resources.


For example, if you’re a European travel agent, you could set up a customized Thank You page with a link to download a freebie on what to pack for your European vacation. 


On the Dubsado side

Behind the scenes, each lead capture in Dubsado kick-starts an automated workflow. This could include a series of automated emails, forms, or questionnaires. 


If your client has opted for a direct-booked service, like a one-hour coaching call, you can also set up workflows that are customized to send invoices and reminder emails if tasks and questionnaires aren’t complete before your scheduled call. 


The beauty of lead capture in Dubsado is that you can then track these interactions to stay informed and prepared for each stage of the client journey. And, bonus: it’s incredibly beneficial for maintaining a high level of organization and ensuring that no potential client slips through the cracks.


How to create a lead capture form in Dubsado, Step-by-Step

Creating a lead capture in Dubsado is a straightforward process:


Creating a Form

In Dubsado, navigate to Templates → Forms and click the + button under the “Lead Capture” column. Name your form something like “Website Contact Form” to keep things organized.



Add or delete fields based on what you need to know from clients when they first reach out. You can find new field options to the left or by using the “+” button in the form builder.



This is where your brand’s personality shines through. Customize the submission button text and the form’s design to echo your brand’s voice and style. For example, you could change it to say, “Book My Project!” or “Let’s Get Started!”


Embedding the website contact form on your website

Once a form is created, Dubsado provides a JavaScript code for embedding the form on your website. This is where a bit of technical know-how comes in handy – but it’s not difficult!

Click on the Share button in the top right corner. That’s where you’ll find Javascript code for your website. Copy and paste that bit of code into any page where you’d like to embed your lead capture form. 

Pro Tip! The one tricky part is adjusting the form’s size and appearance to ensure it fits perfectly on your site. 


Adding “Min-height:1000px; after min-width:100%” to the code helps display the entire form at once, enhancing user experience. You might need to play around with the pixels to get it right for your unique form – just experiment until it looks the way you’d like. Be sure to save everything when you’re done! 


Create a funnel with Dubsado forms

After the website contact form is live, head back over to Dubsado to fine-tune the follow-up process. Click on the “Settings” icon on your lead capture in Dubsado.


Choosing a Workflow

If you’ve already set up a new lead workflow in Dubsado, then select that workflow in “Default Workflow” in the lead capture form settings.


Customizing Thank You Messages

A completed lead capture in Dubsado leads to a plain-text thank you message by default. Of course, as a designer, I like to do more than plain text on a blank page! Personalizing the thank-you message or redirecting clients to a specific page on your website post-website contact form submission helps in maintaining a consistent brand experience.


I recommend creating a custom Thank You page on your website. Then, paste the URL for that page into the “URL redirect” section of the lead capture form settings to redirect visitors to that page after submitting the form. 



Advanced tips for building a lead capture in Dubsado

I’ve created dozens of website contact forms for my clients – here are my best tips on what you should add to level up the experience.


Questionnaire Design: Craft your questions to gather essential information while also making the potential client feel understood and like they’re in the right place.


Testing and Tweaking: Regularly test the website contact form submission process yourself to ensure everything runs smoothly. Don’t hesitate to make adjustments based on client feedback or your own observations.


Keep it Simple: While it’s tempting to ask every question right away, keep it to the bare minimum to make it easy for clients to contact you. You can always ask more questions on a discovery call!


That’s how to create a lead capture form in Dubsado!

Lead capture in Dubsado is more than just a tool for gathering information; it’s a foundational building block of long-term relationships with your clients. By automating initial interactions, you free up time to focus on personalized services, fostering trust and loyalty among your clients.


Integrating a lead capture form on your website using Dubsado is a transformative step for your business. It streamlines lead management and ensures that you’re always ready to engage with potential clients in a meaningful way. 


Ready to take your business to the next level? 


Sign up for Dubsado now – you can get a 20% discount through our link! 

Steph O'Keefe, SEO strategist and WordPress designer sitting at desk wearing a white shirt in Raleigh, NC.

I'm Steph!

I'm the Founder and creative Director behind Southern Creative, a.k.a. your SEO strategist and web designer.

My passion is crafting websites rooted in strategy so you can put your focus where your heart is while we launch your dream website that shows up online.