AI & Automation
Capture leads with Forms
Forms lets you collect leads in two ways: a simple web form you share as a link or embed on your website, and a WhatsApp form your customers fill in without leaving the chat. Web form submissions land straight in Leads, tagged, assigned to your team and, if you like, enrolled into an automation. No coding needed.
What Forms do
Use a web form anywhere you want people to leave their details: a contact page, a landing page, an ad, a QR code on a flyer or a link in your Instagram bio. Each form gets its own link and embed code.
When someone submits, Tanvik creates a lead with source Form, adds the tags you chose, assigns it to an agent, and can start a follow-up automation, so you can reply on WhatsApp while the lead is still warm.
Want customers to fill in a form inside WhatsApp instead of on a web page? That's the WhatsApp forms tab on the same page. See WhatsApp forms below.
Before you begin
- Web forms are available on every plan that includes Leads. WhatsApp forms need the Flows feature, which comes with the Pro plan.
- In the sidebar, open Automate and click Forms. If your workspace has both kinds, you see two tabs at the top: Web forms and WhatsApp forms.
- To enroll new leads into a follow-up sequence, create and activate that automation first. Only active automations appear in the form's list. See Build automation flows.
- To send leads to a particular person, make sure they've been added as an agent. See Add teammates and set permissions.
Create a form
01
Click New form
On the Forms page, click New form (or Create your first form if you don't have any yet).
02
Name and describe it
Enter a Form name, e.g. "Website Contact Form". The name appears as the form's heading. Add an optional Description — it's shown under the heading.
03
Set up the fields
Every form starts with Full Name and Phone Number. These two are locked and always required. Click Add field for anything else, choose its type and tick req to make it required. Remove a field with the × button.
04
Choose what happens on submit
Pick an automation to enroll new leads into, who to assign them to, default tags, a success message and an optional redirect page. Each option is explained below.
05
Click Create form
The form is saved and goes live straight away. The editor now shows your Shareable link and the Embed on your website code, each with a Copy button.
Form settings explained
| Field type | Visitor sees |
|---|---|
| text | A single-line text box |
| tel | A phone number box |
| An email box | |
| textarea | A larger box for longer answers |
| select | A dropdown. Type the choices in the options box, separated by commas |
| Setting | What it does |
|---|---|
| On submit, enroll into automation | Starts one of your active automations for each new lead. Leave it as None to skip |
| Assign new leads to | Round robin / routing rules (default) shares leads using your normal assignment rules. Pick an agent to send every lead from this form to that person — they get a notification when a lead arrives |
| Default tags | Comma-separated tags added to every lead from this form, e.g. website, priority |
| Success message | What visitors see after submitting. Default: "Thanks! We'll be in touch soon." |
| Redirect URL after submit | Optional. Sends visitors to a page of yours, such as a thank-you page, shortly after they submit. Must start with https:// or http:// |
When you add a field labelled exactly Email, Company or Message it fills the matching field on the lead. Use these labels when you want that information to show up on the lead itself.
Every form has two ways to reach people. Both are on the form's card (Copy link, Copy embed) and inside the editor.
| Option | Use it for |
|---|---|
| Shareable link | A hosted page for your form. Share it on WhatsApp, social media, emails, ads or QR codes |
| Embed code | Shows the form inside a page of your own website. It resizes itself to fit |
01
Copy the embed code
Click Copy embed on the form's card. The code has two lines: a placeholder <div id="tanvik-form-…"> and a <script> tag that loads the form.
02
Paste it into your website
Paste both lines where the form should appear — in an HTML or "custom code" block in WordPress, Wix, Webflow, Shopify pages and most site builders.
03
Test it once
Submit the form yourself from your website and check the lead appears in Leads.
Track where leads come from. Add UTM tags to your form link, e.g. &utm_source=instagram. Tanvik saves utm_source, utm_medium, utm_campaign, utm_term and utm_content with each submission. For a clear split in Leads, make one form per channel with its own default tag.
Where submissions go
| When someone submits… | Tanvik does this |
|---|---|
| A new phone number | Creates a lead at stage New with source Form, adds the default tags, assigns it, and enrolls it in the chosen automation |
| A number that's already a lead | Updates the existing lead instead of creating a duplicate — the new message is saved and the form's tags are added. Numbers are matched on their last 10 digits |
| Missing or invalid details | Shows the visitor an error, such as "Please enter a valid phone number." or "Please fill in all required fields." Nothing is saved until they fix it |
Open Leads and set the source filter (All sources) to Form to see every form lead. Your default tags show which form each lead came from. See Manage leads in the pipeline.
Forms include built-in spam protection that silently drops most bot submissions. If a visitor reloads the page mid-way, their answers are kept in their browser so they don't have to start again.
WhatsApp forms
Open the WhatsApp forms tab (forms#whatsapp) to build interactive forms that open inside a WhatsApp chat: capture lead details, book appointments, run surveys or take sign-ups. They use Meta's WhatsApp Flows, so you design the screens in Meta Flow Builder and manage them here. This tab needs the Flows feature (Pro).
01
Create the flow
Click + Create Flow (or Create your first flow). Enter a Flow name, which is internal and not shown to customers, and pick a Category: Lead Generation, Appointment Booking, Customer Support, Survey, Sign Up or Contact Us. The create button is shown to workspaces connected directly through Meta.
02
Design it in Meta Flow Builder
After creating, you design the form screens in Meta Flow Builder. Tanvik opens it for you; you can open it again any time with Open in Meta Builder on the flow's card.
03
Publish it
A new flow starts as Draft. Click Publish when the screens are ready and its status changes to Live. If Meta finds problems the status shows Has errors, and Fix in Meta Builder takes you to them.
04
Send it to customers
On a live flow, click Use this flow and then Copy ID. Create a template with a Flow button and paste the ID there, or send the flow from a conversation in Inbox through the compose menu and Flows. Customers tap the button and fill the form inside WhatsApp.
Use Retire to take a live flow out of use. Delete is only available on drafts.
Connect a Google Form
Already collecting leads with Google Forms? Link it to a Tanvik form and every new response becomes a lead — with the same tags, assignment and automation as a web submission.
Save your Tanvik form first, then click Edit on it and use Connect Google Form. The full steps are in Connect a Google Form.
Manage your forms
Each form card shows Views, Submits and Conv. (the share of views that turned into a submission), plus these actions:
| Action | What happens |
|---|---|
| Edit | Change fields and settings. The link and embed code stay the same |
| Pause / Activate | A paused form shows visitors "This form isn't available". Activate it to accept submissions again |
| Delete | Removes the form. Leads already captured are kept, but the link and embed stop working for good |
Tips & troubleshooting
Keep forms short
Name and phone are often enough to start a WhatsApp conversation. Every extra required field lowers the number of people who finish.
Follow up instantly
Link the form to an automation that sends a WhatsApp welcome right away. A fast reply is the best way to turn a form lead into a conversation.
Don't delete a form that's still on your website
Deleting breaks the embed and link for good. Use Pause if you only want to stop submissions for a while.
| Problem | Fix |
|---|---|
| Visitors see "This form isn't available" | The form is paused or was deleted. Click Activate on its card |
| My automation isn't in the list | Only active automations appear. Activate it on the Automations page, then reopen the form editor |
| A repeat customer's automation didn't start | Automations start for new leads only. A number that's already a lead is updated, not re-created |
| The form doesn't show on my website | Paste both lines of the embed code, and make sure your site builder allows scripts in that block |
| "Give the form a name first" | Enter a Form name before you click Create form |
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