Save a Lead from Your Form

Wire a Submit button to Save Lead and capture email and message from a simple contact form.

leads integrations save lead contact form

Goal

When a visitor clicks Submit, save their email and message as a lead you can review in Calcopolis.

Try it yourself

Steps

1. Add the form fields

Open your project in the builder (or create a New Form). From the Elements sidebar, add:

Widget Settings
Text Name: email · Label: Email · Type: email
Textarea Name: message · Label: Message
Button Button Text: Submit

Use the Name values above — the Save Lead action maps to them in a later step.

Simple contact form with email, message, and submit button

2. Require a valid email

Select the Email field. In the Element tab, expand Validation:

  • RequiredRequired
  • TypeValid email

This prevents empty or malformed addresses from being submitted.

3. Add the Save Lead action

  1. Select the Submit button.
  2. Under On Click, click Add action.
  3. In the Widget Actions dialog, find Save Lead and click Connect.

The action appears in the button’s On Click list.

Connect Save Lead action in Widget Actions dialog Connect Save Lead action in Widget Actions dialog

4. Map lead fields to your form

  1. Click the settings icon next to Save Lead on the button (or open Save Lead from the actions dialog).
  2. On the Setup tab, map only the fields you need:
Lead property Map to variable
Email email
Message message

Leave other properties (phone, name, address, …) unmapped — they are optional.

Save Lead field mapping for email and message

Close the dialog and click SaveSave Draft.

5. Test in Preview

  1. Switch to Preview.
  2. Enter a valid email and a short message.
  3. Click Submit.

Verify

  1. From the main menu, open Leads.
  2. Find the new entry — it should show the email and message you entered.

New lead in the Leads list

To capture leads on a live website, publish the form (Save & Publish) before embedding.

Troubleshooting

Problem Solution
Lead not saved Confirm Save Lead is on the Submit button’s On Click list. Save the project after configuring the action.
Email field empty in Leads Map Emailemail in Save Lead setup. Check the Text widget Name is exactly email.
Message missing Map Messagemessage. Check the Textarea Name is message.
Submit does nothing Use Preview after saving. Test with a valid email format.
No leads on embedded form Publish first (Save & Publish), then test the embedded calculator on your site.

See also

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