Help Center

About Prospecting Widgets

Prospecting widgets are customizable lead capture forms you can embed directly on your website. When a visitor submits the form, their information is instantly added to your CRM as a new contact and can trigger automated follow-up actions. This feature is available with the paid version of the prospecting tool.

Upgrading to the Paid Prospecting Tool

Before you can create widgets, you must upgrade to the paid version. From the prospecting area of your account, locate and click the Upgrade button, then follow the on-screen prompts to complete the process and gain access.

Navigate to the Prospecting section, which is found in your Agency View or under the Marketing tab for a specific sub-account. Here, you can create a new widget.

Customization Options

You have full control over the widget's appearance and behavior to match your brand and website. Key options include:

Form heading, colors, and background.
Choosing a Light or Dark theme.
Customizing the submit button's color, text color, and label.
Selecting which form fields to show, hide, make optional, or require.
Allowing manual business entry for businesses not found in listings.
Choosing a font family and adjusting font size.
Uploading custom background or header images.

You can create multiple widgets for different websites or campaigns.

Using Preview Mode

Before publishing, use the Preview Mode to test your widget. This allows you to review all styling changes, check field visibility, and validate the overall user experience to ensure everything works as intended.

Once your widget is ready, generate the embed code from its settings. To install it:

Log into your website's content management system (e.g., WordPress).
Navigate to the page or section (like a sidebar or dedicated landing page) where you want the form to appear.
Paste the generated embed code into the HTML for that area.

After embedding, visit the page on your live website to confirm the widget loads correctly, fits well within your layout, and all form fields function properly.

Automated Lead Capture and Follow-Up

When a prospect submits the form from a sub-account with the premium prospecting tool enabled, several automated actions occur:

The contact is automatically saved to your CRM.
The lead is tagged (e.g., with a tag like "New Prospect Received").
You can set up Workflows to trigger actions such as:
- Sending a welcome email or SMS.
- Adding the contact to an Opportunity or Pipeline.
- Enrolling them in a nurture sequence.

Monitoring Leads

You can review all captured leads within the Prospecting dashboard. Leads generated from the form will be marked. Use the provided contact and business details to initiate follow-up and convert prospects into clients.

Key Benefits

For Agencies

Enhanced Lead Generation: Capture qualified leads directly from client websites with branded, interactive forms.
Streamlined Processes: Automate lead capture and initial nurturing to reduce manual effort.
Scalable Management: Easily manage multiple widgets and automated workflows across different clients and campaigns.

For SaaS Businesses

Targeted Outreach: Engage with visitors actively seeking solutions your product provides.
Efficient Sales Funnel: Automate the initial stages of contact capture, allowing sales teams to focus on closing qualified leads.

Create and Embed Custom Prospecting Forms on Your Website