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  1. Home
  2. Features
  3. Forms
Forms

A form fill becomes a scored CRM contact.

A standalone form builder hands you a spreadsheet row. A Laureo form hands you a contact that is already scored, deduped, routed to a rep, and moving through a workflow. No Zapier step sits in between.

Replaces a separate form tool plus the automation glue you would wire up to feed leads into a CRM.

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Embed anywhere

Build it once, embed it wherever leads are

Build a form once and place it where your leads already show up. Drop it on your marketing site, a landing page, or anywhere you can paste a snippet, and every submission lands in the same CRM.

  • Embed on any pagePaste a snippet and the form renders in place, with no separate host to manage.
  • One destinationWherever the form lives, the lead always arrives in the same CRM.
  • No separate form toolThe builder is part of the CRM, so no second subscription and no export step.
Capture

A submission becomes a record, not a spreadsheet row

This is the part most form tools leave to you. The moment someone submits, Laureo turns the fill into a contact on the record: scored, deduped, and ready to work, with nothing waiting in a spreadsheet.

  • Straight into the CRMCreates or updates the contact and attaches the company, no import step.
  • Scored on arrivalYour rule-based lead scoring gives it a clear score from 0 to 100.
  • Deduped against your recordsA repeat fill updates the contact you already have instead of cloning it.
  • On the customer timelineLands on the same record as the emails, deals, and activity.
Contact sales
Full name
Maya Torres
Company size
120
Submit
Routes to
Company size is 50 or more
DRRoute to Daniel Reyes
Mentions billing or invoicesRoute to Billing team
Company size
120
Routes to
Company size is 50 or more
DRRoute to Daniel Reyes
Routing

A new lead is assigned to a rep on the spot

A lead that nobody owns goes cold. As the form creates the contact, an assignment rule hands it to a rep, by round-robin so the work spreads evenly, or by territory so it lands with the person who covers that account.

  • Round-robin assignmentSpread incoming form leads evenly so no one rep gets buried.
  • Territory routingSend a lead to the rep who covers its region or account.
  • Owned from the first secondNo unassigned queue waiting for someone to claim the lead.
Contact sales
Full name
Maya Torres
Company size
120
Submit
Routes to
Company size is 50 or more
DRRoute to Daniel Reyes
Mentions billing or invoicesRoute to Billing team
Company size
120
Routes to
Company size is 50 or more
DRRoute to Daniel Reyes
Attribution

Every lead carries where it came from

A form drops the lead into the CRM stamped with where it came from, so later you can see which forms and pages actually produce pipeline, not just which ones collect the most fills.

  • Source on the contactThe record keeps which form created it, so the origin never gets lost.
  • Tagged as it landsA form submit can auto-tag the contact, one of the behavioral triggers.
  • Forms you can compareTell which forms and pages turn into real deals, not just raw fills.
Spam protection

Junk submissions never reach your pipeline

A public form is a magnet for bots. Laureo lead-capture forms ship with built-in spam protection, so junk is filtered before it becomes a contact and your team works real leads, not a cleanup queue.

  • Built-in spam filteringComes with the form, so you do not bolt on a third-party service.
  • Filtered before the CRMJunk is caught at capture, never a contact a rep has to delete later.
  • Real leads onlyScoring and routing run on people, not noise.
Automation

A submit can start a workflow

A form submit is a trigger, so the work that follows a new lead runs on its own: send an intro email, create a follow-up task, or add the contact to a sequence, all the moment the form comes in.

  • A submit is a triggerA submission is one of the events that can start a workflow.
  • Send the first touchFire an intro email or create a follow-up task without waiting on a rep.
  • Shaped in the workflow builderA form fill feeds the same builder that runs your other automations.

The Automation and Insights overview covers the full set of triggers, conditions, and actions the workflow builder runs on.

What it is not

Lead-capture forms, not a branching survey builder

Laureo forms do one job: turn a fill into a scored, routed CRM record. They are not a conditional-logic survey builder. There is no branching question flow where one answer changes the next, the way Typeform works. If that is what you need, a dedicated survey product is the better fit, and Laureo connects to one.

  • No branching question logicEvery respondent sees the same fields. One answer does not reshape the form.
  • Lead capture, not surveysFor NPS and rating feedback, Laureo has a separate surveys tool.
  • Where the value isThe form is a thin front door. The scored, routed record behind it is the point.
Lead-capture formsPro

Pro from $83.33/mo billed annually ($99.99 month-to-month).

Every plan starts with a 14-day trial for $2.99, credited to your first month. Cancel anytime before it ends and you are never charged the subscription.

Security

Form submissions and the records they create are isolated to your workspace, and the AI never trains on or keeps your data.

See how we keep your data safe

Related Resources

  • FeatureSales and CRM·The pipeline, contacts, and lead scoring your forms feed straight into.
  • FeatureFollow-up Sequences·Enroll a fresh form lead in a paced follow-up that stops the moment they reply.
  • FeatureSmart Inbox·The two-way inbox where the reply to a form lead lands, linked to the record it created.

Frequently Asked Questions

A standalone form builder hands you a spreadsheet row, and you wire up the rest yourself. A Laureo form drops the submission straight into the CRM as a contact, scores it with your lead-scoring rules, checks it against your existing records so you do not create a duplicate, routes it to a rep, and can fire a workflow. There is no separate tool and no Zapier step in the middle.
Yes. You build the form in Laureo and embed it on your marketing site, a landing page, or anywhere you can paste a snippet. Submissions land in the CRM no matter where the form is shown, so you do not have to host or maintain a separate form service.
The submission creates or updates the contact, attaches the company, and records where the lead came from. Your lead-scoring rules give it a score from 0 to 100, assignment rules route it to a rep by round-robin or territory, and a workflow can start on the spot, for example to send a first email or create a follow-up task. The lead is already moving before anyone touches it.
Lead-capture forms ship with built-in spam protection, so junk submissions are filtered before they ever reach your pipeline. Your reps work real leads instead of clearing bot entries out of the CRM.
No. Laureo forms are lead-capture forms built to feed the CRM, not a conditional-logic survey builder. There is no branching question flow where one answer changes which question comes next. If you need NPS and rating surveys, Laureo has a separate surveys tool. If you need long branching questionnaires, a dedicated survey product is the better fit, and Laureo connects to one through its integrations.
Lead-capture forms are part of the CRM on paid plans, so the form-to-record flow comes built in rather than as a bolt-on. Pro from $83.33/mo billed annually ($99.99 month-to-month). Every plan starts with a 14-day trial for $2.99, credited to your first month.

Turn form fills into pipeline

A Laureo form hands you a scored, routed contact on a live workflow, not a spreadsheet row. Lead-capture forms are part of the CRM on paid plans.

Start your 14-day trial

14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.