How-to · Clients & CRM

Capture leads from your website

Put a contact form on your own site, or forward an email in, so inquiries land in Gliss instead of your inbox.

Updated August 9, 2026


Every brand in Gliss has a contact form that's always on. Paste it into your website and an inquiry becomes a lead the moment someone submits it — no copying details out of an email.

Someone emailed you instead

Not every lead uses a form. When an inquiry arrives as plain email, forward it to your brand's address and Gliss reads who it came from and files them as a client with a lead card — you don't retype anything.

  1. Open Forms and find Forward a lead in.
  2. Copy your brand's forwarding address (each brand has its own).
  3. Forward the inquiry to it. The lead appears on your pipeline under the sender's name, not yours.

Note

It reads the forwarded message, so the client — not you — becomes the contact, even though the forward came from your address. A client who emails that address directly becomes a lead the same way.

If the card says Soon instead of showing an address, your sending domain isn't set up to receive mail yet. We deliberately don't hand out an address that would quietly drop what you forward to it.

The two kinds of form

Contact form — always live, one per brand, nothing to build. Name, email, phone, a date, and what they're planning. This is the one to use if you're replacing an inquiry form from another tool.

Custom forms — build your own questions when the contact form isn't enough: dropdowns, long answers, questions that only appear based on an earlier answer. Find both under Forms.

Put the contact form on your website

  1. Go to Forms.
  2. If you run more than one brand, pick the brand at the top right of the Contact form card.
  3. Choose how it should look:
    • ThemeMatch my site reads your page's background and picks light or dark to suit. Override it if you'd rather pin one.
    • Narrow — a slimmer layout for a sidebar.
  4. Click Copy embed code.
  5. Paste it into your website wherever the form should appear — a code block in Squarespace, a Custom HTML block in WordPress, an embed element in Wix.

That's it. The form sizes itself to fit, so you don't have to guess a height, and it sits on your page's own background rather than drawing a white box on a dark site.

Tip

Want to see it first? Preview opens the form on its own page. You can also send that link directly — it works as a standalone page if you'd rather link to it than embed it.

What happens when someone submits

  • They get an email confirming their inquiry arrived, so nobody is left wondering whether it went through. You can edit that wording under Settings → Templates → Email.
  • A lead appears in your pipeline with their details, their date, and what they wrote.
  • You get a notification, and a push on your phone if you use the mobile app.
  • If the AI assistant is on, a reply is drafted for you to review — never sent automatically.

Where your leads came from

Two things feed this, and they are not equally reliable.

If someone reaches your contact page from an Instagram link or an ad, the form records the campaign along with the lead. That happens automatically with the embed code and there is nothing to configure — but it can only see links. The friend who recommended you, the vendor who passed your name along, the couple who met you at a wedding: none of that arrives with a link attached, and none of it used to get counted.

So the form also asks. If you have more than one lead source set up, inquiries see "How did you hear about us?" with your own sources as the choices and Rather not say selected by default — answering is optional, because a required question costs you real inquiries to save a statistic.

What someone tells you wins over what the link says. If a lead arrives from an Instagram ad but picks Referral, it is recorded as a referral.

On Reports, the Lead sources card shows how many of your bookings were self-reported this way — "12 of 30 self-reported". The bars look the same either way, so that line is how you tell which half of the chart is something a person told you and which half is a guess.

Build a custom form

  1. Forms → New form.
  2. Name it, then add questions with Add question. Drag rows to reorder — that's the order clients see.
  3. Pick a type per question: short text, long text, a dropdown, or project type (which files the lead under the right kind of work).
  4. Set which questions are required.
  5. Flip Published on, then Copy link or Copy embed.

A few things Gliss won't let you publish, because a client would hit a dead end: a dropdown with no options to choose from, a question with no label, or a form missing a name or email field. If a save is blocked, the reason appears at the top of the form.

Troubleshooting

The form doesn't appear on my site. Most site builders strip <script> tags from ordinary text blocks — make sure you pasted into a code or custom-HTML block. If your site adds async to the tag, remove it.

It looks light on my dark site. Set Theme to Always dark and copy the code again.

Test submissions are cluttering my pipeline. They're ordinary leads — archive them from Clients like any other.

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