> ## Documentation Index
> Fetch the complete documentation index at: https://flow9.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead capture

> Website forms and social lead sync — turn Facebook, WhatsApp, and LinkedIn inquiries into CRM leads automatically.

Two ways to get outside inquiries flowing into Funnel as leads: **forms** on
your website and **social integrations** that catch platform leads for you.
Both are Company Admin features under Settings.

## Lead capture forms

**Settings → Lead Capture Forms** is a form builder over your lead fields:

<Steps>
  <Step title="Build the form">
    Name it, then toggle which fields it asks for — built-ins (name, email,
    phone, company, country, budget, message…) plus any of your lead custom
    fields. Per field you control the label, whether it's required, length
    limits, and the validation message. Drag to reorder.
  </Step>

  <Step title="Brand it (optional)">
    Primary color, background color, and font, so the form matches your site.
  </Step>

  <Step title="Choose lead defaults">
    Submissions become leads with status **New** and source **Lead Capture
    Form**; you pick who they're assigned to.
  </Step>

  <Step title="Put it on your site">
    **Copy Widget** gives you an HTML/JS snippet to paste into any page. A
    **REST API** tab covers custom or mobile integrations, each form carrying
    its own API key.
  </Step>
</Steps>

Submissions appear instantly under Leads, and the visitor sees a thank-you
message. Toggle **Form is active** to pause submissions without deleting the
form.

## Social lead capture

**Settings → Social Media Integrations** connects three platforms —
**Facebook Lead Ads**, **WhatsApp Business**, and **LinkedIn Lead Gen
Forms** — so their leads create CRM leads automatically. All tokens are
encrypted before storage.

For each platform you: paste the platform credentials (e.g. page token, app
secret), register the **webhook URL** Funnel gives you in the platform's
portal, choose the default lead status and assignee, and flip **Integration
active**.

WhatsApp adds a **message filter** — minimum message length and required
keywords — so casual messages don't become junk leads.

Each integration has an **Event Log** of recent activity with statuses:
**Success**, **Failed**, **Skipped** (blocked by your filter), and
**Duplicate** (the lead already existed).

## Routing what comes in

**Settings → Distribute** manages routing pools and policies — the rules that
decide which team member each new lead lands on, working together with users'
availability from [Workforce](/guide/workforce).
