Skip to main content
The lead form is a capture form you put on your own website. When someone fills it out, ShineCRM creates a contact and opens a conversation in your inbox, so a new lead never falls through the cracks. It’s configured by owners and admins under Settings then Lead form.

​
Set it up

1

Turn it on

Open Settings then Lead form and switch the form on.
2

Choose your fields

Pick which fields appear and which are required. Edit the heading and intro copy to match your business.
3

Set the auto-reply

Write the confirmation the customer gets after submitting, by text, email, or both, so they know you received it.
4

Set who gets notified

Add the email and SMS recipients on your team who should be alerted when a lead comes in. This works for shared inboxes.
5

Set your consent wording

Add the consent language shown on the form. It’s saved with each lead for your records.

​
Put it on your website

You get two ways to share the form:
  • A shareable link to the hosted form, good for social bios, email, or a button.
  • An embed snippet styled to your brand that drops the form directly into your website.

​
If the form gets abused

If you start getting spam or the link leaks somewhere you didn’t intend, use Reset form link. It invalidates the old link and snippet so submissions through them stop, and gives you a fresh one.

​
Frequently asked

Where do submissions go? Each submission creates a contact and opens a conversation in your inbox, and notifies the recipients you set. Do I need a developer to embed it? No. Paste the embed snippet into your site builder where you want the form to appear, or just use the shareable link. Is consent recorded? Yes. The consent wording you set is saved with every lead.