GoHighLevel Lead Capture Form Setup

Before you start

You need admin access to the client’s GoHighLevel sub-account. You need edit access to the target Funnel/Website pages or external CMS (if embedding externally). Refer to the SOP 276: GoHighLevel CRM Foundations (web version) for instructions on field creation, tagging, and integration mapping

Key steps 30 steps

1. 1 Visit GoHighLevel and sign in.
2. 2 Go to "Settings" → "Custom Fields" and click "+ Add Field".
3. 3 Choose the right field type (text, number, etc.). Click "Next".
4. 4 Give it a clear, descriptive name. Set up the field preferences relevant to the business requirements. Click "Save".
5. 5 Repeat for any additional contact custom fields needed.
6. 6 Go to "Sites" → "Forms" and click "+ Add Form".
7. 7 Select "Start from Scratch" and click "Create".
8. 8 Name it "Lead Form – [Client/Offer]" (Use a clear, standardized name so the form is easy to recognize later). Add "First Name", "Last Name", "Email", and "Phone".
9. 9 Drag and drop a custom field element, if necessary.
10. 10 Click "Save" in the form builder. You should now see the form in your "Forms" list with the name you assigned.
11. 11 Go to "Automations" → "Workflows" and click "+ Create Workflow" and choose "Start From Scratch".
12. 12 Rename the workflow as "Lead Form" and add a trigger "Form submitted". Set filter to "Form is" = "Lead Form – [Client/Offer]". Click "Save Trigger".
13. 13 Add action "Add Contact Tag" and enter the agreed tag (create if missing under "Tag"). Click "Save Action".
14. 14 Add another action "Create/Update Opportunity" and set it to the existing "Pipeline" and "Stage" that you want and "Status" to "Open". Optionally set "Opportunity Name" to "{{contact.first_name}} {{contact.last_name}} – Lead". Click "Save Action".
15. 15 Click "Save", then toggle on "Publish" to activate the workflow. The workflow status should change to "Published". Newly submitted leads should now trigger the automation. Sometimes the first trigger may take a couple of minutes.
16. 16 If using a Funnel, go to "Sites" > "Funnels" and open the target funnel. Click "Edit".
17. 17 Now, click on the "+" button on your top left and select "Forms And Surveys". Under "Add Existing", drag and drop "Add Existing Form" element onto the page.
18. 18 Click on the existing form and select your form. The "Lead Form – [Client/Offer]" should appear by now. Once selected, the existing form will appear on the draft page.
19. 19 Optional - you can edit the form as needed.
20. 20 Click "Published" in the page editor, then set the correct domain and click "Save".
21. 21 Go to "Sites" → "Forms" and open your lead form.
22. 22 Click "Integrate".
23. 23 Copy the embed code. You’ll see options for a script embed (matches site styling) or an iframe embed (more isolated, less flexible).
24. 24 Paste the code into the destination page’s HTML in your external CMS.
25. 25 Publish the external page.
26. 26 Open the live page with the form and submit a test entry.
27. 27 Confirm the thank-you page loads.
28. 28 Go to "Contacts" and open the test contact.
29. 29 Go to "Opportunities" and locate the new opportunity.
30. 30 Return to "Contacts" and open the test contact again.

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