Samdesk Help Center
App

Capture Forms

Build a capture form

Create and publish public lead/contact forms with secure embed controls.

Samdesk execution pattern

Use this checklist for consistent case execution:

  • Define owner and expected outcome before taking action.
  • Work in fixed sequence: triage -> action -> validation -> follow-up.
  • Log key decisions briefly so handoffs and escalations stay clean.

Goal

Capture leads and inquiries in a structured format ready for support follow-up.

Steps

  1. Open Capture.
  2. Create a new form.
  3. Configure fields, validation, and allowed origins.
  4. Publish and embed on your website.

Quality checks

  • Run a real staging submission.
  • Verify ingest endpoint delivery.
  • Confirm contact payload maps correctly in Samdesk.
Capture form builder
Capture form builder