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Forms Documentation

Learn how to embed LeadDuo forms, capture leads with automatic AI scoring, and integrate with your favorite tools.

πŸ“š Learning Center β€” Step-by-Step Guides

Practical guides on lead management, instant alerts, and AI scoring.

LeadDuo Form Integration Guide

πŸ“± From form to phone in under a second

LeadDuo delivers new leads instantly via SMS and email β€” no backend, no setup, just results.

Embed forms on any website and receive real-time alerts. Works with Webflow, WordPress, Wix, React, and any platform that supports HTML.

πŸš€ Quick Start

Ready to get started? Create your first form to get the HTML snippet.

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Integration Guide

LeadDuo offers two integration methods: Embed.js (recommended) for custom forms with theming, or Basic HTML for simple forms.

1. Create Your Form

After signing up, create a form in your dashboard. You'll get a unique form ID and API key.

2. Choose Your Integration Method

✨ Embed.js (Recommended)

Use this if you want customization, styling, or qualifying questions:

<!-- LeadDuo Embed Form -->
<div id="leadduo-form"></div>

<script src="https://cdn.leadduo.io/embed/v1.js"></script>
<script>
  LeadDuo.init('leadduo-form', {
    formId: 'YOUR_FORM_ID',
    formKey: 'YOUR_LD_KEY'
  });
</script>

πŸ“ Basic HTML Form

Use this for simple forms without custom styling:

<form action="https://api.leadduo.io/api/v1/form/YOUR_FORM_ID" method="POST">
  <input type="hidden" name="ld_key" value="YOUR_LD_KEY" />
  <input type="email" name="email" placeholder="Email" required />
  <input type="text" name="name" placeholder="Name" />
  <textarea name="message" placeholder="Message"></textarea>
  <button type="submit">Submit</button>
</form>

3. Platform-Specific Setup

Webflow: Add an HTML embed element with your form code

WordPress: Use a custom HTML block or plugin

Wix: Add an HTML component to your page

Squarespace: Use a code block in your page

React/Next.js: Use the embed.js script with useEffect hook


Advanced Features

🎨 Form Builder (All Paid Plans)

Design custom forms with up to 10 fields including 5 standard templates and 5 custom fields. Choose from pre-built form templates (Contact, Newsletter, Support, Real Estate, etc.) or start from scratch. Includes consent checkbox for GDPR/CCPA compliance, drag-and-drop reordering, field validation, and modern styling.

Configure in Form Builder tab β†’ Select a template or add custom fields, enable consent checkbox, reorder fields, and preview your form

Plan-Specific Features:

All Paid Plans: Create modern forms fast without custom styling

Growth+: Custom redirect URLs and thank you pages to control lead experience

Agency: Full theme and brand control for white-label forms

πŸ“‹Pre-built Templates: Quick-start templates for common use cases (Contact Form, Newsletter Signup, Support Ticket, Property Inquiry, etc.)

βœ…Consent Checkbox: Add a required consent checkbox asking users to agree to communication (e.g., "I agree to receive emails and SMS notifications") β€” essential for GDPR and CCPA compliance

πŸ“ŠAnalytics Tracking: Automatically captures UTM parameters, referrer, page URL, device info, and time-to-submit for every form submission

LeadDuo Form Builder interface showing field selection, theming, and live preview
Form Builder – Select and customize fields, switch themes, and preview instantly.

πŸ€– LeadPulse (AI Scoring Add-On)

Unlock AI-powered lead scoring and qualification with monthly AI credits. Get intelligent lead prioritization with scores from 0-100, automatic qualification analysis, and smart insights. Available as a monthly subscription add-on to any base plan.

Purchase AI credits β†’ Enable AI scoring β†’ Get intelligent lead analysis automatically

🎯Smart Scoring: Every lead gets a 0-100 score based on quality signals (business email, company name, message detail, etc.)

πŸ“ŠPriority Tiers: Leads automatically classified as Hot πŸ”₯ (70+), Warm 🌑️ (50-69), or Cold ❄️ (0-49)

⚑Pipeline View: AI scores unlock Pipeline View in LeadInbox, organizing leads by priority (Hot/Warm/Cold)


πŸ“₯ LeadInbox (All Plans)

LeadInbox keeps every lead in one place β€” searchable, filterable, and easy to follow up on. If you've ever lost a lead in email, this fixes that.

πŸ“‹Every submission is saved automatically

πŸ”Search by name, email, or message

πŸ”„Filter by form, date, or status

πŸ”„ Pipeline View (Requires AI Credits)

When LeadPulse scoring is enabled, LeadInbox switches into Pipeline View:

  • β€’ Hot Leads β†’ Follow up now
  • β€’ Warm Leads β†’ Monitor & reply soon
  • β€’ Low Intent β†’ Save for later
LeadDuo LeadInbox interface showing lead management and prioritization
LeadInbox – Manage all your leads in one place with Pipeline View for prioritization.

🎨 Custom Theming (Agency Plan)

Match your brand with custom colors, fonts, border radius, and button styles. Support for light/dark modes and full CSS customization.

Configure in Form Builder tab β†’ Theme section

πŸ’¬ Thank You Messages & Redirects (Growth Plan)

Choose between custom HTML thank you messages or redirect users to your own page. Perfect for tracking pixels, upsells, or custom messaging.

Configure in Form Builder tab β†’ After Form Submission toggle


πŸ’¬ SmartResponse (All Plans)

SmartResponse automatically sends a confirmation email to every new lead the moment they submit a form.

  • β€’ Leads feel acknowledged instantly
  • β€’ You eliminate follow-up delays
  • β€’ You stay in control of the conversation

You can use:

  • β€’ A preset template
  • β€’ Your own custom HTML
  • β€’ (Optional) Send from your own domain β€” Agency plan

Configure in Form Builder β†’ SmartResponse. Enable it, pick a template, or write your own HTML using dynamic variables like {{NAME}} and {{EMAIL}}.


πŸ“§ Custom Email Domain (Agency Plan)

Send SmartResponse emails from your own domain (e.g., noreply@leadduo.yourdomain.com) instead of the default LeadDuo address. Increases deliverability, builds trust, and maintains your brand identity in every automated email.

Setup Steps

  1. Go to Dashboard β†’ Settings β†’ Custom Email Domain
  2. Enter your domain (e.g., yourdomain.com)
  3. Add the provided DNS records (TXT, MX, CNAME) to your domain registrar
  4. Wait for verification (usually 5-15 minutes)

Emails will automatically be sent from noreply@leadduo.yourdomain.com

πŸ’‘ Note: LeadDuo automatically uses leadduo.yourdomain.com as a subdomain to keep your main domain's DNS clean and avoid conflicts with existing email providers.

Requirements: Access to your domain's DNS settings (GoDaddy, Cloudflare, Namecheap, etc.)


βœ… Webhooks (Growth Plan)

Send form submissions to your CRM or app in real-time with secure HMAC signatures. Includes AI scoring data when AI Intelligence is enabled.

View integrations documentation β†’

βœ… API Access (Starter Plan)

Programmatically retrieve submissions with full AI scoring data. Export to CSV with priority scores and analysis included.

View API documentation β†’
πŸ€–

LeadPulse (Optional) β€” AI Scoring & Prioritization

LeadPulse is an optional AI add-on that helps you focus on leads that are ready to move now.

When enabled (via AI Credits), each lead is analyzed and assigned:

  • β€’ A priority score (0–100)
  • β€’ A classification (Hot / Warm / Low Intent)
  • β€’ A short reasoning summary

This unlocks Pipeline View in LeadInbox, where leads are automatically organized by urgency and likelihood to convert.

No scoring happens unless you enable AI Credits. You only pay for leads you choose to analyze.

πŸ“Š How It Works

  • βœ“Instant Scoring: Each submission receives a score (0-100)
  • βœ“Smart Classification: Hot πŸ”₯ (70+), Warm 🌑️ (50-69), Cold ❄️ (0-49)
  • βœ“Background Processing: Scoring happens automatically without slowing down your form
  • βœ“Included in Notifications: Score and tier sent in all alerts

⚑ What Gets Scored

Our intelligent scoring algorithm analyzes multiple quality signals to determine lead priority:

  • βœ“Email quality and domain type
  • βœ“Completeness of contact information
  • βœ“Message quality and detail level
  • βœ“Professional context indicators
  • βœ“Intent and urgency signals

Our scoring model is continuously refined to help you identify your best leads.

πŸ“§ What You Receive in Notifications

All notifications (email, SMS, Slack, webhooks) automatically include:

New Lead Submitted: Contact Form
Score: 85 / 100 πŸ”₯ Hot Lead
Name: John Doe
Email: john@acmecorp.com (Business βœ“)
Company: Acme Corp (βœ“)
Phone: +1-555-0123 (βœ“)
Message: Detailed inquiry... (βœ“)
Qualification: Hot Lead (85/100)
Reasons: Business email, Company provided, Phone included, Detailed message

πŸ’‘ AI Intelligence Add-On

AI Intelligence is a monthly subscription add-on that works with any base plan (Free, Starter, Growth, Agency).

Purchase AI credits monthly (β‰ˆ$15-99/mo) to unlock intelligent lead scoring (0-100 points), automatic qualification, and Pipeline View in LeadInbox.

Note: AI credits are consumed per lead analyzed. Each submission uses 1 AI credit for scoring and qualification.

Frequently Asked Questions

Q: Can I use LeadDuo without code?

A: Yes! LeadDuo provides a ready-to-use HTML snippet. Just copy and paste it into your websiteβ€”no backend, no JavaScript, no API keys needed. It works anywhere you can add HTML.

Q: How fast are lead alerts delivered?

A: SMS and email alerts are sent within 1-2 seconds of form submission. Our infrastructure is optimized for speedβ€”you'll know about new leads before they've even closed their browser.

πŸ’‘ Smart Reply-To Feature

When your form includes an email field, replies to notification emails will automatically go to the person who submitted the form. This makes it easy to respond directly to your leads!

Q: How do I connect LeadDuo forms to my CRM?

A: Use Webhooks in the Growth plan. You'll receive POST requests to your endpoint in real-time with full form data and AI scores (if enabled). Perfect for Salesforce, HubSpot, or custom CRMs. View integrations documentation β†’

Q: Does LeadDuo work with my website platform?

A: Yes! LeadDuo works with any platform that supports HTML: Webflow, WordPress, Wix, Squarespace, Shopify, custom sites, and more. If you can add HTML, you can use LeadDuo.

Q: What about spam protection?

A: Built-in! LeadDuo includes honeypot fields and rate limiting to block bots. Spam submissions are filtered before they reach your phone, saving your SMS credits and sanity.

Q: What's the difference between Form Builder and AI Intelligence?

A: Form Builder (paid plans) lets you design custom forms with up to 10 fields and custom styling. AI Intelligence (add-on subscription) adds automatic lead scoring and qualification to prioritize your best leads. Use Form Builder to create beautiful forms, add AI Intelligence to know which leads to contact first.

Q: What is LeadInbox and how does it work?

A: LeadInbox (all plans) is your centralized lead management dashboard. All form submissions appear in one place with search, filters, and quick actions. Purchase AI Intelligence add-on to unlock Pipeline Viewβ€”leads automatically organized by priority (Hot/Warm/Cold) so you know exactly who to contact first. No more digging through emails and SMS.

Q: Can I customize the form appearance to match my brand?

A: Yes! Agency plan includes full theme customization: colors, fonts, border radius, button styles, and light/dark modes. Growth plan includes custom thank you messages and redirect URLs for post-submission experiences.

Q: Can I send SmartResponse emails from my own domain?

A: Yes! Agency plan includes custom email domain support. Send automated SmartResponse emails from your own domain (e.g., noreply@leadduo.yourdomain.com) to increase deliverability and maintain brand consistency. Simply add DNS records to your domain, and LeadDuo handles the rest. This feature improves email deliverability rates and builds trust with your leads.

Q: Can I use pre-built form templates?

A: Yes! LeadDuo offers pre-built templates for common use cases including Contact Forms, Newsletter Signups, Support Tickets, Property Inquiries, and more. When creating a new form, you can select a template to instantly configure all fields, or start from scratch with a custom configuration. Templates are available on all paid plans (Starter, Growth, Agency).

Q: How do I add a consent checkbox for GDPR/CCPA compliance?

A: In the Form Builder, you can add a required consent checkbox that asks users to agree to communication (e.g., "I agree to receive emails and SMS notifications"). This is essential for GDPR and CCPA compliance. The consent checkbox can be customized with your own text and is stored with each form submission for audit purposes.

Q: What analytics data does LeadDuo collect and share?

A: LeadDuo automatically captures attribution and context data with every form submission, including UTM parameters (source, medium, campaign), referrer URL, page URL, device info, language, timezone, and time-to-submit. This data is included in email notifications (footer section), Slack messages (context line), and webhook payloads (analytics object) when enabled in your integration settings. You can toggle analytics data on/off for each integration. This helps you understand which marketing campaigns drive the most leads.

⚑ Upgrade to Growth to unlock webhooks & API access

Connect to Zapier, Salesforce, Slack, and 6,000+ apps. Real-time integrations for growing businesses.

Coming Soon

β€’ Multi-language form support

β€’ Advanced spam filtering with ML

β€’ Custom domain support

β€’ A/B testing for forms

β€’ Advanced analytics dashboard

LeadDuo Form Integration Guide – Automatic Lead Scoring, Pre-built Templates & Real-time Alerts