Forms and chatbox
Lead capture forms: turn inquiries into organized follow-up
Connect form submissions and chatbox conversations to a customer's next step without duplicating people across lists.
For businesses receiving demo or quote requests and organizing their next steps.
A clear, focused form
Collect necessary contact and request details in the form area. Check required fields, errors and mobile presentation. Receiving a request and completing a sale are different outcomes.
Repeat-contact handling
The same person may use several forms or chat channels. A new request need not create another contact. Review source and field updates; form submissions do not erase an earlier opt-out.
An explicit next step
Define starting conditions for tasks or workflows separately. Collecting an address is not automatic marketing permission. Check available channels; WhatsApp is disabled in this release.
How to approach this in Maptinger
Choose the fields needed for your inquiry in Forms and inspect the mobile preview. Check publishing and embedding permissions, then review how a sample submission reaches its record. A form does not activate WhatsApp or a marketing workflow.
The user WhatsApp channel is disabled; forms or chatbox do not unlock it. Publishing and connection permissions are separate.
Related topics
Sales meeting scheduling: connect calendars and next steps
Track meeting requests, pending bookings and next tasks together. A calendar connection does not replace customer records.
Explore the solutionCustomer discoveryB2B customer discovery: research the right businesses
Narrow your search by industry and location, review businesses and keep follow-up work in one place.
Explore the solution