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When someone fills in a form on your site and gives an email address, Hiveku adds them to your CRM as a contact, or adds the form to their contact if they are already there. Submissions filed as spam, and forms you have turned off in form capture, do not become contacts. This guide follows one lead from the form to a deal. In this example Priya Shah of Fernwood Bakery asked for wholesale pricing on the Northwind site’s Wholesale page. See See Who Filled In Your Forms for how the form and its emails work.

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Find the lead

1

Open your contacts

Click CRM in the left rail, then Contacts at the top. The newest contacts are at the top of the list.
2

Search for the person

Type their name or email address in the search box. Then click their name to open the contact.
The Contacts list searched for Priya, with the search box and the row for Priya Shah, priya.shah@example.com, Lead, New outlined

The contact list, searched for Priya

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Read what they sent

The contact page shows the person on the left and everything that happened with them under Activity. Click the form entry (it reads Submitted a form on /wholesale, or Submitted form: and the form’s name) to open what they typed: the fields of the form and, when Hiveku recorded the visit, the page they sent it from, how they reached your site, their device and their location.
The Activity panel with Submitted a form on /wholesale outlined and opened: Your name Priya Shah, Business name Fernwood Bakery, Business type Bakery, Contact email, Monthly volume 30 and her message, then the page, source, device and location

The form Priya sent, opened in her activity

Priya Shah's contact page: her details on the left, and Activity with the opened form submission outlined

The whole contact page

The field names come from the labels on your form. If a form shows something odd, such as its placeholder text instead of “Business name”, ask the AI in the site builder to give every field a clear label.

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Log your call

1

Choose Log call

Click Log activity at the top of the activity, then Log call. The same menu logs an email, a note, a meeting or a task, and a text message when your phone service is set up.
The Log activity button and its menu: Email, Note, Log call, Meeting and Task, with Log activity and Log call outlined

The Log activity menu

2

Write what happened

Type a short summary: what you talked about and what happens next. Then click Save call.
The Log call box with the summary Called Priya. Sending a 2 lb sample of the Ethiopian Yirgacheffe and our wholesale price list by Friday. and the Save call button outlined

The call summary, ready to save

3

Check the timeline

The call is now at the top of the activity, with your name on it, so anyone on your team who opens the contact sees it.
A Call entry at the top of the activity with the summary and by Jamie Holloway, outlined

The saved call

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Set the status and the owner

1

Open Edit

Click Edit under the person’s name. Their details open as a form on the left.
2

Pick a lead status

Open Lead status and pick where this lead is. Here, after the call, it is Contacted. Lead status shows while the contact’s Lifecycle is Lead. New, Contacted, Replied, Qualified, Nurture and Unqualified are the starting choices; you can change them in the CRM settings.
The Lead status list open with None, New, Contacted, Replied, Qualified, Nurture and Unqualified, and Contacted outlined

The lead status choices

3

Pick an owner and save

Open Owner and pick the teammate who looks after this lead. Then click Save.
The edit form with Lead status Contacted, Owner Jamie Holloway and the Save button outlined

Lead status, owner and Save

4

Check the contact

After a moment the badge under the name reads Contacted, and the owner shows under Contact info.
Priya Shah with the badges Lead and Contacted, and Owner: Jamie Holloway under Contact info, outlined

The updated status and owner

To see only your own leads, click Filters on the contact list and pick yourself under Owner.

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Start a deal

When the lead turns into a likely sale, track it as a deal.
1

Open Create deal

On the contact, under Deals, click Create deal.
2

Fill in the deal and create it

Give the deal a name, pick the Pipeline and the Stage it is at, and add the Value, its Currency and the Expected close date if you know them. Then click Create & Link Deal. The deal is created and linked to this contact.
The New Deal form: Deal name Fernwood Bakery wholesale, Pipeline Wholesale Sales, Stage Tasting Sent, Value 5040 USD, Expected close date 11/20/2026, and the Create & Link Deal button outlined

A new deal for Fernwood Bakery

The pipeline and its stages are your own: Northwind’s wholesale pipeline goes Lead, Tasting Sent, Negotiating, Closed Won. See your deals on a board, one pipeline at a time, under CRM > Deals.

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Good to know

  • Form leads with an email address become contacts, unless the submission is filed as spam or that form is turned off in form capture. You can also add contacts yourself with New Contact, or bring a list in with Import CSV.
  • Everything about a person is in one place. Their form submissions, visits to your site, emails, calls, notes and meetings all show under Activity, newest first.
  • More about contacts: Add and Manage CRM Contacts.