Lead forms

A lead form collects enquiries and decides what happens to each one. You build the questions once, choose whether an agent calls new leads and which agent, then publish the same form on several channels: a link or embed on your website, your own existing site form, and the lead forms of Facebook / Instagram, Google Ads, LinkedIn and TikTok. Every lead becomes a contact, and with calling on, the agent phones it within seconds.

The page is Lead forms in the app sidebar, just under Integrations. Each form owns its callback (call on or off, the agent, the instructions for that call) and its channels, so two forms can be called by two different agents with different instructions.

What you need before you start

• An agent that should make the callbacks. See Your First Agent.
• A working line for outbound calls. Lead callbacks are outbound calls and use your call minutes.
• For ad platforms: the Facebook Page, Google Ads account, LinkedIn or TikTok account that runs your lead ads, connected under Integrations. A channel card that is not connected yet shows Connect, which takes you there.

The editor tabs

Fields

The questions, in order, with a live preview. A form needs a phone or email question; add a phone question if an agent should call. Keep it short: every extra question loses submissions.

Call

Call new leads automatically, the Agent that calls, and What the agent should say on that call. The agent already knows what the person filled in and which channel and campaign it came from, so write how to behave, not facts.

Channels

Where the form collects leads: Your website (link, embed snippet, or your own form) and one card per ad platform with Create on Facebook, Create on Google Ads or Link existing form.

After submit

The thank-you message, or a page to send the visitor to.

Workflow

The form’s New lead workflow: an email or SMS to your team, a CRM update, a follow-up.

Leads

Every lead this form received on any channel, its answers, and whether the agent called: Received, Called or Failed with the reason.

First setup

1. Lead forms - New form - Fields

   Name the form, add the questions and include a phone question. Check the preview, then save.

2. Call tab

   Turn on Call new leads automatically, pick the Agent, and write What the agent should say: what to ask, what to offer, how to close. Leave it empty to use the agent’s own prompt. Calls go out within seconds of a submission, weekends included, between 09:00 and 21:00; a lead that arrives at night is called once the window opens.

3. Channels tab - Your website

   Copy Link to share for a button or a message, or Snippet for your website and paste it where the form should appear.

   Already have a contact form (Elementor, WPForms, Typeform, Zapier)? Choose My own form under Where the form lives and set your form to post each submission to URL for your form. Turn on Test mode and submit your form once: for 15 minutes nobody is called, and Fields we receive shows which posted field is the phone, name and email. Fix any that landed wrong and save.

4. Channels tab - ad platforms

   Pick one way per platform:

   • Create on Facebook builds the Facebook and Instagram Instant Form from this form on the Facebook Page you choose, in the Form language you choose. Name, phone and email are prefilled from the person’s profile, every other question becomes a custom question. You can edit the intro Headline and Description, and Facebook asks once for Your privacy policy URL.
   • Create on Google Ads: first Sign in with Google with the account that runs your ads and pick the ad account. The panel shows the texts, which questions Google cannot ask, and lets you attach the form to a campaign. The new form already delivers its leads to Voice Logica.
   • Create on TikTok opens TikTok’s own Instant Form editor in a window right here, for the ad account you choose. Build and publish the form there; when you close the editor, the new form is linked to this form.
   • Link existing form for a form you already made on the platform. Facebook, TikTok and Google Ads (once signed in) list their forms to pick from. For LinkedIn, use Enter ID manually and paste the form’s ID from the platform. Every form not linked to another form takes all the platform’s forms that no other lead form claims.

5. Workflow tab (optional)

   Create workflow makes this form’s New lead workflow. Add a Send Email or Send Text Message step so someone hears about every lead, then save. See Workflows.

6. Prove it

   Submit the form yourself with your own mobile number. The lead appears on the Leads tab as Received, the agent rings you within seconds, and the lead turns Called. Open the call from the lead to hear it.

The Default form

The form marked Default handles every lead that no other form claims, for example a new Facebook form nobody linked yet. Set its Call tab too, so those leads are not silently ignored. It cannot be deleted.

A platform form belongs to one lead form at a time: linking it to another form moves it, and Unlink sends its leads back to the Default form.

Do it from Claude or ChatGPT

With Claude or ChatGPT connected, you can ask in plain words, for example “Create a lead form asking for name, phone and which service they want, have Maria call every lead, and publish it on our Facebook Page”. The assistant uses these tools:

• lead_forms_create_form, lead_forms_update_form (call, agentId, prompt, sourceType, testMode), lead_forms_list_forms, lead_forms_get_form.
• meta_leads_publish_form to create the Facebook / Instagram form.
• google_ads_leads_preview_form, then google_ads_leads_list_campaigns, then google_ads_leads_create_form for Google Ads.
• lead_forms_list_platform_forms and lead_forms_link_channel to link a form that already exists on a platform.
• lead_forms_create_workflow for the New lead workflow, and lead_forms_list_leads to see who filled it in and whether they were called.

Troubleshooting

Why did a lead arrive but the agent never called?

Open the lead on the Leads tab. Failed shows the reason. Common causes: Call new leads automatically is off on the form that handled the lead (check which form: an unlinked platform form goes to the Default form), the lead has no phone number, it was a test submission, or it arrived outside 09:00-21:00 and is rescheduled into that window.

Why do leads from my own website form arrive without a phone number?

Your form posts the phone under a name we did not recognise. On the Channels tab, open Fields we receive, mark the right field as Phone and save. Use Test mode to send a test submission without calling anyone.

I changed the form. Why is my Facebook ad still showing the old one?

Facebook forms cannot be edited. Update on Facebook creates a new version and archives the current one; ads keep showing the old form until you switch them to the new one in Ads Manager.

Why can't I pick my LinkedIn form from a list?

LinkedIn does not let us list your forms. Copy the form’s ID from the platform and paste it with Enter ID manually. Facebook and TikTok list their forms once connected; Google Ads forms appear in the list only after Sign in with Google and choosing the ad account.

Next Steps

Get an integration working - connecting the ad platforms.→Workflows - what else happens when a lead arrives.→Claude and ChatGPT - build and publish forms from your AI assistant.→