How To Set Up Your Lead Capture Form

Want to streamline how you collect leads and kickstart your workflows automatically? In this step-by-step tutorial, we’ll show you exactly how to create and customize a Lead Capture Form in 17hats.

You’ll learn:

  • What Lead Capture Forms are and why they’re better than standard contact forms or DMs
  • How to set up your form, customize the design, and add smart questions
  • How to trigger specific workflows based on lead responses
  • How to tag projects, track lead sources, and stay organized from the start

You’ll also see how to preview and install your form on your website or social media, and how each lead submission feeds directly into your 17hats dashboard—automatically.

Whether you’re a photographer, designer, coach, or any service-based business owner, this quick setup will save you hours and help you respond faster, look more professional, and close more leads.