Is the source linked to the CRM?
A form or other source only creates leads if it's connected as a CRM lead source. If you created it recently, check that it's linked.
- On the form, confirm that Enable in CRM is active. See Turn responses into CRM leads (with their origin campaign).
- The linked source appears in CRM > Settings, in the lead sources.
If the form receives responses but doesn't create leads, the problem is almost always here.
Is the form active?
A form in Paused state doesn't receive submissions: the link responds with an error and nothing arrives, neither to email nor to the CRM. Go to Management > Web Forms and confirm it's Active.
Is the email mapped?
The CRM identifies each person by their email. If the form doesn't have a field mapped to email, the response can arrive but not become a usable lead.
- Check that the form has an Email type field, mapped to the CRM's email template.
- If you changed the fields recently, re-check the source's mapping.
Is it a permissions or assignment issue?
If leads come in but you don't see them, it may be access, not sync:
- You need to be a CRM member to see the inbox.
- If there are assignment rules, maybe the leads are reaching someone else. Check the rule in CRM > Settings. See From prospect to close: how your CRM works.
Still have questions?
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