Free Lead Capture Form Template with Built-in CRM

Who this template is for

B2B marketers, agencies, and in-house growth teams use this template as the primary conversion point for paid ads, landing pages, and content gates. Unlike a generic contact form, it is tuned to qualify — budget range, timeline, company size, role — so your sales team can prioritize without a discovery call. Every lead lands in your CRM Cubby as a Contact and (optionally) a Deal, with source attribution and form answers attached.

From form to pipeline in one hop

Every submission creates a Contact record with the lead's answers attached as structured data. You can auto-create a Deal, assign the lead to a rep based on territory or company size, and trigger a follow-up task with a due date. Because the form data lives on the Contact, your rep sees the full context on the first call — no CRM double-entry, no exported CSVs, no Zapier breaking overnight.

What's included

Just enough qualification to route a lead without scaring them off. Every field is editable — add your MQL checklist in one minute.

Teams using this template

• B2B SaaS

  Qualify by company size and role before routing to AE vs SDR.

• Marketing agencies

  Capture budget range and project scope to prioritize fit.

• Professional services

  Filter serious prospects by timeline and authority.

• Dev tools and infra

  Ask about stack and team size to route to the right product specialist.

• Financial services

  Collect account tier and compliance flags upfront.

Customization notes

Most teams add a "How did you hear about us?" dropdown for attribution, a hidden UTM field, and a conditional question that appears only when budget is above a threshold. The theme inherits your brand automatically.

Frequently asked questions

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