Forms & Lead Generation
Stop losing leads to inbox chaos. Build a real intake system.
Capture, qualify and follow up on every lead automatically.
Freelancers, coaches and service creators selling 1:1 offers.
50 min ยท Intermediate ยท 7 lessons
Modules in this path
- 1GlossaryRead definition
What lead capture is
The full funnel from interest to qualified lead.
- 2VyntreeBuild a form
Create a high-converting form
Field count, copy and design that ships signups.
- 3GlossaryLearn logic
Use conditional logic
Show the right questions to the right leads.
- 4GlossaryRead more
Qualify leads
Score leads by budget, timing and fit.
- 5VyntreeOpen CRM
Store leads in CRM
One source of truth for every contact.
- 6GlossaryLearn attribution
Track lead source
Know which channels deliver qualified leads.
- 7GlossaryRead more
Follow up with warm leads
Run discovery calls and convert.
Build your first smart form
Conditional logic, CRM, and notifications โ out of the box.
Create your first smart formCommon questions
How many fields should my form have?
3โ5 fields convert highest. Use conditional logic to dig deeper only when needed.
Do I need a separate CRM?
Vyntree includes CRM, so no โ leads land directly in your dashboard.
Capture leads on autopilot
Smart forms + CRM + notifications.
