Custom Lead Forms
Design your own hosted form — fields, headers, page breaks, styling and what happens on submit.
On this page
1Building your own form
A Simple Lead Form is ready-made and quick. A Custom Lead Form is one you design: your fields, your order, your wording, your styling — still hosted by ClientTether, still landing straight in the CRM. Create one in Settings → Hosted Pages with the type set to Custom Lead Form.
2What you can put on it
| Block | What it adds |
|---|---|
| Add Field | A contact field or one of your custom fields, with its own label. |
| Add Header | A heading to break the form into sections. |
| Add Notes | Explanatory text — including the texting-consent wording you’re required to show. |
| Add Horizontal Line | A visual divider, with a thickness you choose. |
| Add Page Separator | Splits a long form into steps, which lifts completion rates. |
3What happens on submit
- The contact is created with the lead source, contact type, sales cycle and action plan set on the page — so follow-up starts immediately.
- The visitor is sent to your Success URL, or to the Error URL if something fails.
- PII Field Visible controls whether personally identifying fields are shown, for forms used in sensitive contexts.
4Styling it
A base colour and a highlight colour cover most needs; Custom-CSS and Custom-JS are there when the form has to match a designed site exactly. Keep custom code minimal — it’s the part most likely to break when the page is updated.
Link to it, don’t iframe it
Hosted pages can’t be embedded in an iframe on your own site. Link to the page, or put the link behind a button. The older Web Forms & the Web Key route is the one that supports embedding.
5Troubleshooting
Submissions don’t create contacts
Check the lead source, contact type and sales cycle are still set on the page, and that your site links to the page you think it does.
The form looks wrong on mobile
Usually custom CSS with fixed widths. Remove it and check the default styling first.