Sales & Marketing Hub · Feature guide

Create a lead capture form and review private submissions

Publish a branded enquiry form, collect the required privacy acknowledgement and read submissions without silently creating CRM records.

Audience: authorised staffReviewed 13 November 2026

Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.

Where to start

Hub → Marketing → Forms → Create; resource → View submissions

Permission

Manage marketing resources; independent Approve and Publish; privacy permission for submissions

Before you begin

Prepare a clear explanation of why you are collecting the enquiry and a working privacy-policy link. An enquiry is not the same as consent to receive marketing email.

Follow these steps

Create a form draft. Enter its headline, introduction, privacy text, privacy URL and success message.
Save, submit for independent review, obtain approval and publish. Use Open published page to copy the generated public address.
Test the required name, email, message and privacy acknowledgement with an authorised test enquiry. Company is optional.
Open the resource and choose View submissions with an authorised privacy role. Review the stored enquiry and follow your organisation’s retention process.
If the form should stop collecting enquiries, pause publication and verify the public page is unavailable.

Fields and options

Form content: Headline: 160 characters; introduction and privacy text: 2,000 each; success message: 500. Privacy text and a valid HTTPS or site-relative privacy URL are required.
Visitor fields: Name: 160 characters; email: 254; optional company: 160; message: 5,000. The visitor must acknowledge the privacy notice.
Submissions: Encrypted intake records; the authorised submission view shows the latest 100 and records access.

Rules and limits

Submitting the form does not automatically create a contact, lead, customer or marketing permission.
A honeypot and rate limits restrict automated intake: 10 submissions per hour for the same protected network identifier, with a workspace-wide ceiling of 1,000 per hour.
Public form pages use noindex/nofollow. Publishing is necessary even when the form address is already known.

Check the result

Confirm the success message appears and the test submission is visible only to an authorised privacy role.
Check that no automatic contact or marketing-consent entry was created.

If something does not look right

A privacy or required-field error needs a corrected submission. Do not ask visitors to bypass the acknowledgement.
After a rate-limit response, wait for the intake window to reset; repeated submissions extend the problem rather than proving delivery.

Common questions

Can I subscribe everyone who submits?

No. A submitted enquiry does not grant marketing permission. Record separate, verified evidence through the permission workflow.

Where is the public URL?

Open the published resource and use Open published page. The generated address contains a public key rather than the internal resource ID.