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Forms & Lead Capture

Embeddable forms that land as leads, not as another email to re-key.

Build a form, drop it on your website, and every submission arrives inside Plenix as a lead, a ticket or a record — routed, notified and timestamped. No third-party form tool, no export, no copy-paste.

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3
Sub-modules
5
Module integrations
18
Features

SUB-MODULES

Everything inside Forms & Lead Capture.

🧱

Form Builder

Compose a form from typed fields without writing any code.

  • ✓Text, email, phone, number, select, checkbox and long-text fields
  • ✓Required-field validation
  • ✓Reorder fields
  • ✓Custom submit button and thank-you message
  • ✓Enable or disable a form without deleting it
  • ✓Duplicate an existing form as a starting point
🌐

Public Embedding

A public endpoint per form, safe to embed on any site you control.

  • ✓Public submission endpoint scoped per tenant and form
  • ✓Embed on your own website or landing page
  • ✓Works without the visitor having an account
  • ✓Server-side validation on every submission
  • ✓Spam and abuse rate limiting
  • ✓No tracking scripts added to your page
📥

Submissions & Routing

Everything submitted, in one list, with a route to the record it should become.

  • ✓Full submission history per form
  • ✓Submission → CRM lead
  • ✓Submission → ticket for support forms
  • ✓Notification to an owner on arrival
  • ✓Source attribution kept on the resulting record
  • ✓CSV export

MODULE CONNECTIONS

How Forms & Lead Capture connects
to the rest of the platform.

Data flows between modules automatically — no manual exports, no copy-paste, no middleware.

📝Forms & Lead Capture
🤝
CRM→ sends to

Submission → lead, with source attribution

View module →
🎫
Ticketing→ sends to

Support form → ticket

View module →
⚡
Automation→ sends to

Submission triggers a workflow rule

View module →
📬
Email Hub→ sends to

Owner notified on submission

View module →
⭐
Customer Success→ sends to

NPS and survey responses captured

View module →

REAL-WORLD WORKFLOWS

See it in action.

LIVE FLOW

Website form → qualified lead → deal

A visitor becomes a pipeline entry without anyone re-typing their details.

1
FormsForm embedded

Enquiry form built in Plenix and embedded on your site

2
FormsVisitor submits

Submission validated server-side and stored against the form

3
CRMLead created

Lead created automatically with source attribution intact

4
AutomationOwner notified

Rule assigns an owner and emails them the new enquiry

5
CRMConverted to deal

Qualified lead converts to a deal in the pipeline

Explore related modules

🤝CRM & SalesFull sales pipeline — from first contact to signed contract.STARTER →🎫Service Desk & TicketingSLA-driven tickets that resolve faster and bill automatically.STARTER →⚡Automation & WorkflowIf-this-then-that across every module — no Zapier, no middleware, no code.PROFESSIONAL →📬Email HubShared mailboxes that turn into tickets — not a second inbox to forget about.STARTER →⭐Customer SuccessHealth scores, NPS surveys, and structured onboarding — churn detected before it happens.PROFESSIONAL →
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