Web Lead Capture with Forms in SalesNexus (Nexi)

Forms capture leads straight from your website into SalesNexus — each submission creates or updates a contact automatically.

Open Forms

Click Forms in the left sidebar. Each form shows its status (e.g. Published) and last-updated date. Selecting a form opens an Overview with submission stats — Total, Accepted, Rejected, Pending — plus a submissions-by-day chart, top origins, and a View Submissions button.

Create a form

Click the + at the top and choose one of:

• Create new form — build a new form in SalesNexus.
• Use existing form — connect a form already on your website and map its fields to SalesNexus fields using Field Mappings.

Embed it on your site

In the Preview panel, choose a Version and click Publish/Get embed code to place the form on your website. Set the allowed Domains so submissions are only accepted from your site.

Track submissions

Every submission is counted in the form’s stats and creates/updates a contact so you can follow up right away. Click View Submissions to review them, and use Field Mappings to control how form fields map to contact fields. Forms keep a versioned history, so you can update a form over time without losing the old version.

Related: Account Setup and Integrations in Nexi.