Leads and lead capture

Connect your own form (web-to-lead)

Keep the form you already built in Webflow, WordPress, or plain HTML — point it at the KudosCRM inbound endpoint and we'll map common fields onto a new lead automatically.

Embed a form on your website

Take a form you've already built in KudosCRM and add it to your own site — either embedded inside a page or as a clean hosted page you link to.

How to build a lead capture form

Build a form in the drag-and-drop builder using any of the 13 field types, mark the fields you need, and publish it so every submission lands as a tracked lead.

Lead grades and lifecycle stages

How the A–D grade is calculated, what each band means, and how a lead moves through the lead → MQL → SQL lifecycle with server-enforced legal transitions.

Route leads to the right rep

Set up priority-ordered routing rules so every new lead is assigned the instant it arrives — to a fixed rep, a round-robin pool, or the rep who owns its territory — with a default owner catching the rest.

Set up lead scoring rules

Add positive and negative scoring rules across intent, firmographic, and behavioral signals so every lead gets a transparent 0–100 score and an A–D grade the moment it lands.

Convert a lead into a deal

Conversion is the moment a lead becomes an opportunity — creating the contact, the company and the deal together, so nothing is retyped and the history carries forward.

Duplicate leads and the email-or-phone rule

Every lead needs a name plus at least one of email or phone. That rule is also what duplicate detection works from — which is why a lead with only a name is a problem twice over.

Form fields, mapping and required rules

What each field on a form does, where its answer lands on the lead, and the trade-off behind every field you add — each one collects more and converts less.

Inbound webhooks: send leads from any system

Point any system that can make an HTTP request at the inbound endpoint and its data becomes a lead — the general-purpose route for tools with no built-in integration.

Read the submissions inbox

Every form submission lands in one place with its answers and its source. This is where you check that capture is working — and notice when it quietly stops.

Round-robin, territory and default-owner routing

The three ways a new lead gets an owner the moment it arrives, how priority ordering decides between them, and why the default owner is the rule that matters most.