Web Forms

Embeddable lead capture forms that create pipeline items from public submissions.

Creating a web form

1. Create a source mapping in Settings → Company Settings → Source Mappings and select Web Form as the type
2. Go to Settings → Company Settings → Web Forms
3. Click "Create Web Form"
4. Select the source mapping you created
5. Configure:
   • Target stage - select which stage new submissions are placed in
   • Styling - customize colors and branding to match your website
6. Save and copy the embed code

Embedding

Add the embed script to your website:

<script src="https://slate.zerulean.com/widget/form.js"
        data-form-id="your-form-token">
</script>

The form renders in an iframe on your page.

How submissions work

When a visitor fills out the form:

1. Submissions are validated and checked for spam
2. A new item is created in your pipeline in the configured stage
3. The new item appears on your Kanban board

Rate limiting

Forms are rate limited to prevent abuse. Submissions that exceed the limit are temporarily rejected.

Managing forms

• Toggle forms on/off without deleting them. Deactivated forms return an error to visitors.
• Edit fields, styling, and target stage at any time without changing the embed code