The short version
Every form submission lands in your business’s Leads tab, becomes a lead in your CRM, and triggers an email notification to the account owner. That’s true for forms on a site we host and for forms you’ve embedded on a site elsewhere.
Where to look
Open your business → Leads. It has two views:
- Inbox — the raw submissions: contact details, message, any extra fields, when and from which page.
- CRM Leads — the lead record created from each submission, where you assign, score and follow up.
Triage from the Inbox with statuses (new, reviewed, archived, spam), export to CSV, or delete what you don’t need.
Who gets notified
The account owner receives an email for each new submission. If you want leads to land with a specific person, set up an assignment rule in CRM settings — a “catch-all” rule routes every new lead to a default owner so nothing sits unassigned.
“Which page did this come from?”
Each submission records the page it was submitted from, so you can see which page (and, if your links carry campaign tags, which campaign) produced the lead. On a site we host this is automatic. On a site elsewhere, it works when you use the embed snippet from the portal — the snippet passes the page along.
Spam
Forms carry hidden honeypot fields that bots tend to fill in. Submissions that trip them are flagged as suspected spam rather than silently dropped, so you can check the Inbox’s spam status if you think something real was caught.
Testing a form
Submitting a form is a real submission: it creates a lead and sends the owner a notification. Use an obviously fake name, then archive or delete the test entry from the Inbox.
If nothing shows up
- Site we host: make sure the form on the page is the platform form (a template’s decorative form that only shows a “thanks” message won’t record anything). If in doubt, open a support ticket with the page URL.
- Site elsewhere: confirm the snippet you pasted is the one from the form’s embed panel (the Script tag or Iframe option), and that your site’s published version actually contains it.