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Turn responses into CRM leads (with their source campaign)

Updated 2026-07-13

In two lines: link the form to the CRM and each response enters on its own as a lead in CRM > Prospects. And if you also install the pixel, the lead arrives with the campaign that originated it.

How do I connect the form to the CRM?

It's optional: you can start with just the email and the responses table, and add the CRM whenever you want.

  • In the form editor, enable Enable in CRM.
  • Use Link to CRM and choose an existing lead source, or create a new one.
  • The templated fields (name, email, phone, company, message) are mapped to the CRM model; the message is saved as a note on the lead.

From that moment, each response creates a prospect in CRM > Prospects, ready for your team to work. How the flow continues: The prospect Inbox: receive, qualify, and convert into a deal.

While the form is in use as a lead source, you can't turn off the connection from the form: first you unlink it from the CRM, in CRM > Settings, in the lead sources.

How do I find out which campaign each lead came from?

That's where the pixel comes in. With the MB Suite Pixel installed on your site, each form lead automatically captures its campaign, the UTMs, and the click IDs from Google, Meta, TikTok, and LinkedIn.

  • If the form shows the pixel is detected, ads attribution is already active.
  • If you haven't installed it yet, it's installed just once for your whole site: see Install the MB Suite Pixel to attribute your web traffic. Then use Verify installation on the form to confirm it now detects it.

That's what later feeds the real ROAS. See Attribution: which campaign generated each sale (real ROAS).

Even if you don't install the pixel, the lead still enters the CRM. The pixel only adds the where it came from data, which is key if you invest in ads.

Next step: if you linked the form but leads don't appear, see Leads aren't entering the CRM or aren't syncing.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.