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How to Create a Lead Capture form in 8 Minutes Only?

InvestGlass lead capture

Creating a lead capture system on your website is essential for converting your visitors into potential clients or customers. With the power of InvestGlass, this task becomes not only feasible but remarkably simple, even if you’re not particularly tech-savvy. Today, we’re going to walk through the process of creating a lead capture form with InvestGlass in just eight minutes, and even provide you with a template to get you started.

The Importance of Forms

Forms serve as a bridge between you and your visitors. They’re the digital handshake that introduces your potential customers to your business, allowing you to gather essential information that can convert an anonymous visitor into a lead. The process of creating these forms should be straightforward, efficient, and effective. That’s where InvestGlass comes in.

Step-by-Step Guide to Creating a Lead Capture with InvestGlass

InvestGlass offers an integrated Form & CRM system that simplifies the creation of lead capture pages. Follow these steps to create your form:

  1. Login to InvestGlass: Start by accessing your InvestGlass account. This is your dashboard for creating and managing your forms.
  2. Access Forms: Navigate to “My Account Company” and select “Forms” from the top menu bar. This area is your command center for form management.
  3. Create a New Form: Click on “+ New Form” located in the upper right-hand corner. This is where your form creation process begins.
  4. Form Details: Give your form a name and select “DM Forms” from the drop-down menu as the type of form you want to create. This specifies the template you’ll be working with.
  5. Customization: After naming your form and selecting its type, click on “Create Form”. You’ll then be prompted to add fields to your form. Start with essential fields such as your company’s name, email address, and phone number. These fields are crucial for capturing the basic information of your leads.
  6. Additional Fields: Continue to customize your form by adding any additional fields you think are necessary. This could include areas of interest, specific questions about your services, or how they found your website. Tailor these fields to gather the information that’s most valuable to your business.
  7. Finalizing Your Form: Once you’ve added all the necessary fields, review your form to ensure it’s complete and ready for deployment. Make any necessary adjustments to ensure it aligns with your goals.

Utilizing the Template

To help you hit the ground running, InvestGlass provides templates that are not only customizable but also designed to enhance user engagement and lead capture efficiency. Using these templates allows you to maintain a professional appearance while also ensuring that your forms are optimized for conversion.


Creating a lead capture form with InvestGlass is a straightforward process that can significantly impact your business’s ability to gather and manage leads. By following the steps outlined above, you can create an effective lead capture form in just eight minutes. Remember, the goal is to make it as easy as possible for visitors to submit their information, transforming casual browsers into valuable leads. With InvestGlass, you’re well on your way to achieving just that.

digital customer experience, lead capture, lead capture landing page