How do Custom Lead Forms work?

Custom Lead Forms are hosted intake forms you can share (link, website, QR code) to capture homeowner details and create leads directly in your Bolster pipeline.

What a Custom Lead Form does

• Lets homeowners submit their info on their own so they appear as a lead in Bolster.

• Can automatically show your logo and collect common intake details like:

  • Name, email, phone number

  • Address

  • Project details / type of project

  • Budget and timeline

• Supports lead sources so you can track where leads came from (helpful for marketing attribution).

What you can customize

• Field order (including custom fields)

• Which preset fields are required (for example: first name, last name, email)

Troubleshooting

Why isn’t the lead showing in the pipeline?
If the email already exists in the system, the lead may not flow through the way you expect.

Tips

• Start with a shorter form (name + email + a few qualifiers), then add more questions once you see what improves lead quality.