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VertaFlow Docs

Lead-capture widget

The Lead Capture Form is an embeddable contact form. Every submission becomes a lead in your CRM and flows into your pipeline — no inbox forwarding, no third-party automation in between.

Get the snippet

Section titled “Get the snippet”
  1. Open Widgets (sidebar) or Settings → Widgets.
  2. Set the Site ID at the top to the domain you’re installing on.
  3. Find the Lead Capture Form card and click Copy snippet.

The base snippet looks like this:

<script src="https://api.vertaflow.io/v1/form.js" data-site="yourdomain.com" data-form="contact" defer></script>

Configure it

Section titled “Configure it”

Expand Configuration options on the card to set:

  • Form ID (data-form) — defaults to contact. Use a different ID if you want to tell submissions from different pages apart (for example quote-request vs contact).

Type a value and the snippet above updates in real time. Empty fields fall back to the widget’s default. When you’re happy, click Copy snippet — the copied code is the configured version, not the bare default.

Where submissions go

Section titled “Where submissions go”

Form submissions route to Leads and into your pipeline. From there you work them like any other inquiry — see Leads & the inbox.

Install it

Section titled “Install it”

Paste the snippet into your site’s HTML (typically right before </body>) on every page that should show the form. Full platform-by-platform steps and a “did it fire?” check are in Installing on your site.