Capturing leads
This page shows you how to get leads into Zinye CRM automatically, so your pipeline fills itself instead of being typed in by hand.
From a website form
Section titled “From a website form”A web form turns a page on your site into a lead-capture form — anyone who fills it in becomes a lead.
- Create a Web Form and give it a title (e.g. Lead Capture) and a route (the URL, e.g.
/lead-capture). - Set the type to Lead, then pull in the fields you want to ask for (name, email, company, message).
- Mark the required fields and set any defaults.
- Publish it, and embed the link on your website.
Every submission lands in Zinye CRM as a new lead, ready to work. (You can also point a form straight at a deal if you prefer.)
From email
Section titled “From email”Connect your sales inbox so enquiries that arrive by email become leads (or attach to the right one), keeping the whole conversation on the record. See Communicating.
From ads and social
Section titled “From ads and social”Leads from your advertising — for example Meta (Facebook/Instagram) lead ads — can flow straight into Zinye CRM, so a prospect who fills in an ad form appears in your pipeline without anyone exporting a spreadsheet. Ask support to connect your ad account.