- Open Company settings › Integrations › Public intake form.
- Switch it on, and add a welcome message if you like.
- Copy the link and put it on your website, Instagram bio or e-mail signature.
People fill in their name, e-mail, company, phone, the type of project and what they need. Each request arrives in Clients › Pipeline as a new lead, with the source "Request form".
Ask your own questions
Under the studio's questions, click Add questions. You can ask about budget and deadline, ask for links and files, offer choices or a scale, and so on.
Only the owner and admins can set up the form.
The automation "Website request → lead and follow-up" can set a next step for each new request. See Automations and webhooks.