If you’re using lead capture forms in your business and they’re just “kind of working,” you’re leaving money on the table. This guide is for anyone who’s stuck with the default forms in Leadsquared and wants to actually boost conversions—not just collect more junk leads. Whether you’re in marketing, sales, or just the person who got stuck with the CRM, let’s cut the nonsense and get your forms working for you.
Why Customizing Forms Actually Matters
Most default forms are generic. They’re either too long, too short, or ask for stuff nobody wants to share. The result? Fewer people fill them out, and the ones who do often aren’t the leads you want. Customizing your form isn’t about making it pretty—it’s about making it frictionless for the right people and filtering out the rest.
Here’s what happens when you do it right: - More (and better) leads fill out your form. - Your sales team stops wasting time on people who’ll never buy. - You actually learn something useful from each submission.
Let’s walk through how to make that happen in Leadsquared, step by step.
1. Audit Your Current Forms—Stop Guessing
Before you start dragging fields around, look at what you’ve already got. This is the part most people skip, but it’s where the biggest wins are hiding.
Check: - Which forms get the most submissions? - Where do people drop off? (If you don’t know, Leadsquared’s built-in analytics can help.) - Which fields are almost never filled in? These are probably scaring people away.
Pro tip: Ask your sales team which leads are actually decent. If the forms are flooding them with junk, you’ll hear about it.
2. Decide What You Really Need to Ask
Every field you add drops conversion rates. The only reason to ask for more info is if you absolutely need it for follow-up—or to qualify leads.
Keep it simple: - Name and email are almost always enough to start. - Phone number? Only if you’ll actually call. - Company details? Useful for B2B, but don’t overdo it.
Stuff you can usually ditch: - “How did you hear about us?” (unless you actually use this data) - Address (unless you’re shipping something) - Generic “Comments” boxes (no one writes anything meaningful)
Pro tip: If you need more info later, ask after the initial form—don’t scare people off up front.
3. Get Into Leadsquared and Find Your Forms
Log into Leadsquared. Go to “Forms” under the “Lead Capture” section. You’ll see a list of all your forms—landing pages, website widgets, popups, etc.
What to look for: - Which forms are active and getting traffic? - Are there duplicate forms doing the same thing? - Outdated forms? Time to clean house.
4. Edit and Simplify Your Form Layout
Open the form editor for the form you want to fix. Leadsquared’s drag-and-drop editor is straightforward, but don’t let all the options distract you.
Do this: - Remove unnecessary fields (see Step 2). - Reorder fields so the easiest, least personal stuff is at the top. - Group related fields (like contact info) together.
What not to do: - Don’t ask for “Job Title,” “Company Size,” and “Industry” unless you’ll use those fields for routing or qualification. - Don’t use too many required fields. You’re not the IRS.
5. Customize Field Labels and Help Text
Boring, generic labels like “Submit” or “Full Name” don’t help anyone. Make your form sound like an actual person wrote it.
Tips: - Use “First Name” instead of “Name” if you only need first names. - Add help text where people get confused (e.g., “We’ll never spam you” next to the email field). - Change the button text to something specific: “Get My Quote,” “Book a Demo,” or “Start Free Trial” work better than “Submit.”
Pro tip: Short, specific labels and buttons increase trust and reduce friction.
6. Set Up Smart Field Logic (Conditional Fields)
Leadsquared lets you show or hide fields based on what someone selects. This is great for keeping forms short, but still getting the info you need from serious leads.
Example: - If someone picks “Enterprise” as company size, show an extra field for “Number of Employees.” - If they pick “Student,” maybe you skip the “Business Email” requirement.
How to do it: - In the form editor, add a conditional rule to the field. - Test it to make sure it works—conditional logic can break if you’re not careful.
What to ignore: Don’t go overboard. If your form looks like a choose-your-own-adventure, it’s too complicated.
7. Add Real-Time Validation and Error Messages
Nothing kills conversions like a form that errors out after someone hits submit. Leadsquared supports real-time validation—use it.
Set up: - Simple “This field is required” messages. - Instant feedback if someone types a bad email or phone number. - Clear, friendly error messages (“Please enter a valid email”—not “Error 412”).
Pro tip: Test your form on mobile. Typos are even more common there, and bad error handling drives people away.
8. Use Auto-Fill and Pre-Population Where Possible
If you already know something about the person (from a previous visit, email link, or CRM data), pre-fill those fields.
Why bother? - Makes life easier for the lead. - Reduces typos. - Higher chance they’ll finish the form.
How to set up in Leadsquared: - Use query string parameters to prefill fields (e.g., from email campaigns). - Enable browser auto-fill by making sure field names are standard (“email,” not “yourbestemail”).
Don’t: Force pre-filled info to be uneditable unless there’s a really good reason.
9. Brand It—But Keep It Fast
Your form should look like your company, but don’t get carried away. Leadsquared lets you tweak colors, fonts, and logos.
Do: - Make it visually consistent with your site. - Use your logo so people know it’s legit.
Don’t: - Add huge images or videos that slow down the form. - Get fancy with too many fonts or colors. Simple is faster and looks more trustworthy.
10. Set Up Thank You Pages and Follow-Up Workflows
What happens after someone fills out your form? This is where you keep the momentum going.
Best practices: - Redirect to a custom thank you page—don’t just show a bland “Thanks” message. - Let people know what happens next (“We’ll call you in 24 hours,” “Check your email for your free guide,” etc.). - Trigger automated emails or tasks in Leadsquared so nothing falls through the cracks.
Pro tip: A good follow-up can double your conversion rate from form fill to actual lead.
11. Test Everything—Then Test Again
Don’t assume your new form works just because it looks good in the editor.
Checklist: - Submit test leads with real and fake info. - Try it on mobile and desktop. - Break it on purpose (wrong email, missing fields) and see what happens. - Check that leads actually show up in your Leadsquared dashboard and trigger the right automations.
What to ignore: Fancy AB testing tools, unless you’re already getting hundreds of leads a month. For most, just making sure the form isn’t broken is enough.
12. Keep Improving: Watch the Data
Forms aren’t “set and forget.” Check back in a week or month and see how it’s performing.
Look at: - Submission rates: Did they go up or down? - Lead quality: Are you getting more leads you actually want? - Drop-off points: Are people still abandoning halfway through?
If something’s not working, tweak one thing at a time—don’t overhaul the whole form and hope for the best.
Final Thoughts: Don’t Overthink It
Customizing forms in Leadsquared isn’t rocket science. The best forms are clear, quick, and only ask for what matters. Start simple, fix what’s broken, and don’t get lost in endless options. Iterate as you learn, and remember: every field you remove is one less reason for a good lead to bail.
Now get in there and clean up those forms. Your sales team (and your bottom line) will thank you.