Lead capture.

Getting enquiries from your website into the CRM automatically.

Lead capture is configured under Settings → Lead capture. It is an administrator task, and usually set up once with the team running your account.

How it works

You create an endpoint — a private address your website posts form submissions to. Merlin validates each submission, maps its fields onto lead fields, and creates the lead. A contact is created at the same time if one does not already exist.

Every captured lead is marked with the source lead_capture, so you can tell at a glance which enquiries came from the website.

Setting up an endpoint

1. Open Settings → Lead capture.
2. Create an endpoint and give it a name that identifies the form.
3. Map the form's field names onto Merlin's lead fields.
4. Reveal the signing secret and copy it — it is shown once.
5. Give the endpoint address and secret to whoever maintains your website.

Submissions are signed with the secret so Merlin can verify a request genuinely came from your site. Keep the secret private; if it is exposed, replace the endpoint.

Website connectors

For common platforms there are ready-made connectors so no custom code is needed:

• WordPress — a plugin that posts your form submissions to the endpoint
• Squarespace — a script you add to your site
• Wix — connected through Settings → Connections rather than an endpoint

Checking it works

Submit a test enquiry through the form. It should appear under CRM → Leads within moments. If it does not, the usual causes are a mismatched field mapping or a secret that no longer matches.