Using Embedded Lead Capture Forms
Trade2Base lead forms let you capture enquiries directly from your website — no third-party form tools required. Each submission arrives in Trade2Base as a new lead with the source automatically tagged, so you always know which page or campaign generated the enquiry.
What Trade2Base lead forms do
When a visitor fills in the form on your website, a new lead is created in Trade2Base instantly — no manual entry, no missed enquiries from an overflowing email inbox.
Each form is given a source label (e.g. "Website contact page" or "Google Ads landing page"). Trade2Base uses this label to attribute leads and booked jobs in the Campaign Dashboard.
New leads from a form can trigger an automatic WhatsApp, SMS, or email acknowledgement so the customer hears from you within seconds of submitting.
Creating a lead form
In the main navigation, go to Settings and select Lead Forms from the left-hand menu. Click "Create new form".
Give the form a name for internal use (e.g. "Contact page form"). Set the Attribution source — this label will appear on every lead that comes through this form. Be specific: "Google Ads landing page — boiler" is more useful than "Website".
Toggle the fields you want to include: Name (required), Email, Phone, Job type (dropdown — customisable), Message, and Postcode. Drag fields to reorder them.
Click "Edit options" on the Job type field to add, remove, or rename the job type options. Examples: Boiler service, New boiler, Gas safety check, Emergency repair.
Click "Save form". The embed code is now ready to copy.
Copying the embed code and adding it to your website
On the form detail page, click "Copy embed code". Trade2Base copies a short iFrame HTML snippet to your clipboard.
Paste the iFrame code into the HTML of the page where you want the form to appear. Most website builders have an "HTML block" or "Custom code" element — paste the code there.
Visit the page on your website, fill in the form with test details, and submit. Go to the Trade2Base Inbox — you should see a new lead arrive within a few seconds.
The iFrame embed works on Wix, Squarespace, Webflow, WordPress, Shopify, and any other platform that allows custom HTML. On Wix, use the “Embed HTML” widget. On Squarespace, use a “Code block”. On Webflow, use the “Embed” element.
How the lead appears in Trade2Base
Each form submission creates a new unassigned lead in the Inbox. The lead record includes:
Name, email, phone, and postcode from the form are pre-filled on a new customer record (or matched to an existing customer if the email or phone already exists).
The selected job type is mapped to a job category in Trade2Base. The message field becomes the job description.
The attribution source you set on the form is stamped on the lead. This shows up in the Campaign Dashboard so you can track which form — and ultimately which marketing channel — generated the job.
Attribution: tracking which page generated the lead
If you have multiple forms on different pages — for example, a general contact form and a landing page for Google Ads — create a separate form for each page with a different source label. This way the Campaign Dashboard shows you precisely which page is driving bookings.
Form 1 — source: “Website contact page”
Form 2 — source: “Google Ads landing page — boiler install”
Form 3 — source: “Facebook Ads landing page — EICR”
Email notifications for new leads
Go to Settings → Lead Forms → select a form → Notifications. Enter one or more email addresses to be notified whenever a new lead arrives through that form. You can notify different people for different forms (e.g. notify your office manager for the general contact form but notify an engineer directly for an emergency repair form).
Styling: brand colour and appearance
Trade2Base lead forms automatically inherit the brand colour you set in Settings → Branding. The primary button, focus states, and header accent all use your brand colour, so the form looks native to your website without any custom CSS.
Font and text colour are set to neutral defaults that work on light and dark backgrounds. For advanced styling, contact support — custom CSS overrides are available on Business and higher plans.
Frequently asked questions
Yes. Paste the iFrame embed code into an HTML or Code element on any of these platforms. If you need help finding where to paste the code on a specific platform, contact Trade2Base support and we'll walk you through it.
Yes — there is no limit on the number of lead forms. Create a separate form for each page or campaign for the cleanest attribution data.
Trade2Base matches on email address and phone number. If an existing customer record matches, the new lead is linked to that record rather than creating a duplicate. You can also merge duplicates from the customer record.
Yes. Each form also has a direct URL (a hosted page) that you can share via a link — in a WhatsApp message, an email, or a QR code printed on your van or leaflets.
Still need help? Contact support
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