Lead Generation Form Template

Capture qualified leads from landing pages, ads, and campaigns.

About this template

A lead generation form is the front door of your pipeline — and most leak. This template pairs a short, high-converting field set with built-in qualification, so sales only sees leads worth their time. Connect it to your CRM, score responses automatically, and route hot leads to the right rep the moment they hit submit.

Landing pagesAd campaignsGated content

Fields in this template

Lead Generation Form

Work email*
you@company.com
Company name*
Your answer
Team size
Choose an option
How did you hear about us?
Choose an option

Submit

Every field is customizable — add, remove, or reorder in the editor.

Why this template

Built to convert from day one.

Qualify while you capture

Team size and source questions feed lead scoring automatically, so your CRM receives graded leads — not raw emails.

Qualify while you capture

Built for conversion

Four fields is the sweet spot for B2B lead forms.

Add conditional follow-ups only for high-intent answers.

Built for conversion

Routes itself

Send enterprise-sized leads to AEs and self-serve leads to nurture sequences with built-in workflows.

Routes itself

Getting started

How to use this template

1
Book a demo and we will set this template up in your workspace.
2
Customize fields, branding, and qualification rules in the editor.
3
Open qualified leads as deals in Orbit, or push them to Instantly, Clay, or Slack.
4
Embed it on your landing page or share the hosted link.

FAQ

Frequently asked questions

How many fields should a lead generation form have?

Three to five for most B2B use cases. Every extra field cuts completion rate, so ask only what you need to qualify and route the lead — enrich the rest automatically with tools like Clay.

Can I block personal email addresses?

Yes. The work email field can reject free providers like Gmail and Yahoo, which immediately filters out low-intent submissions.

Does this template work with my CRM?

Yes. Every submission lands as a contact in Orbit's built-in CRM, and 20+ native integrations, including Instantly, Cometly, and Clay, pass it on, with webhooks and Zapier for everything else.

What does the lead generation form template cost?

Templates are included on both Orbit plans, Core and Enterprise, along with AI qualification and routing. Pricing is quoted on a demo and depends on your volume, not your headcount.

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