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Lead Capture

Smart Forms& Surveys.

Build custom forms and surveys to capture leads, gather feedback, and qualify prospects automatically.

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Key Benefits

Capture Leads.
Qualify Instantly.

Turn every touchpoint into an automated pipeline entry so no lead ever falls through the cracks.

Custom Fields

Build forms with any field type — text, dropdowns, date pickers, file uploads, and more — in minutes.

Conditional Logic

Show or hide fields based on previous answers so every prospect only sees questions relevant to them.

Auto-Tag

Automatically tag, segment, and route submissions into the right pipeline stage the moment they submit.

Feature Showcase

Every Form Feature
You Could Need.

Hundreds of Form & Survey Templates

Start from a curated library of high-converting form and survey templates. Every template is designed to match your branding and drive more completions from real prospects.

Replaces: Jotform, Typeform, SurveyMonkey, WuFoo, Zoho Survey

  • Hundreds of templates
  • Match your branding
  • Designed to convert
  • Easy to customize
CallBack CRM form and survey template library showing hundreds of ready-to-use lead capture designs for insurance agents
CallBack CRM drag and drop form builder animation demonstrating field placement, custom fields, and reCAPTCHA setup for insurance lead capture

Drag & Drop Builder

Build exactly the form you need without writing a line of code. Add custom fields, images, terms and conditions, reCAPTCHA, and even inject custom CSS or JavaScript for advanced use cases.

Replaces: Jotform, Typeform, SurveyMonkey, WuFoo, Zoho Survey

  • Create custom fields
  • Add images & headers
  • Create unlimited forms & surveys
  • Add terms & conditions
  • Add custom CSS & Javascript
  • Easily add reCAPTCHA

Surveys & Quizzes With Logic

Go beyond basic forms. Build branching quizzes and surveys that score responses, redirect prospects based on their answers, and give you deep insight into exactly what your leads need.

Replaces: Jotform, Typeform, SurveyMonkey, WuFoo, Zoho Survey

  • Response based redirection
  • Score quizzes based on responses
  • Create unlimited surveys & quizzes
  • Easily view survey/quiz analytics
CallBack CRM survey and quiz logic builder showing conditional branching paths and response-based redirection for insurance prospect qualification
How It Works

From Form Fill
to Follow-Up.

01

Build Form

Drag-and-drop fields onto your form canvas and add conditional logic for a personalized experience.

02

Embed Anywhere

Drop the form on your website, landing page, or share a direct link via email or text.

03

Capture Leads

Every submission creates a contact in your CRM, tagged and placed in the correct pipeline automatically.

04

Auto-Follow Up

Trigger an instant email or SMS sequence the moment a form is submitted so no lead goes cold.

Get Started Today

Build Your First Form
in Under Five Minutes.

Stop letting leads slip away. Every submission lands straight in your CRM and triggers automatic follow-up.

Start Free Trial Book a Demo