Skip to main content

​
Overview

Forms allow you to capture leads directly from your website. When visitors fill out your form, a new inquiry is automatically created in Cortado.

​
Key Features

  • Embeddable Forms: Add forms to any website
  • Automatic Lead Creation: Form submissions create inquiries
  • Custom Fields: Capture the information you need
  • Notifications: Get notified when new leads come in

​
Creating a Form

  1. Navigate to Settings > Forms
  2. Click Create Form
  3. Configure your form:
    • Form name (internal reference)
    • Fields to include
    • Notification settings
  4. Click Save

​
Form Fields

Choose which fields to include on your form:
FieldDescription
NameContact’s full name
EmailContact’s email address
PhoneContact’s phone number
CompanyCompany name
Event DateRequested event date
Event TypeType of event
Guest CountExpected number of guests
MessageAdditional details

​
Embedding Your Form

​
Getting the Embed Code

  1. Open your form in Settings > Forms
  2. Click Get Embed Code
  3. Copy the provided code

​
Adding to Your Website

Paste the embed code into your website’s HTML where you want the form to appear: 
<!-- Cortado Lead Form -->
<iframe
  src="https://forms.cortado.com/your-form-id"
  width="100%"
  height="600"
  frameborder="0">
</iframe>
The exact embed code will be provided in your Cortado dashboard.

​
Form Submissions

​
Where Submissions Go

When someone fills out your form:
  1. A new inquiry is created in your Leads Pipeline
  2. The inquiry appears in the New Inquiries stage
  3. You receive a notification (if enabled)

​
Managing Submissions

  1. Go to Leads
  2. Find new submissions in the New Inquiries column
  3. Review the inquiry details
  4. Move through your pipeline as you follow up

​
Best Practices

  1. Keep forms short - only ask for essential information
  2. Enable notifications so you can respond quickly
  3. Test your form before going live
  4. Place forms strategically on high-traffic pages

Leads Pipeline

Learn how to manage incoming leads.