Video tutorial 19 of 24
How to Get Leads from Your Website with Workspace369
To get leads from your website with Workspace369, open Requests, under Clients. When someone fills in a form on your website, it lands there, with their message, the form they used and where they found you. The tabs show what's new, what's assigned to you, and the requests that became clients. Open a request to see the person's email, phone and answers, along with the campaign that brought them in. Reply by email or text, or give them a call. When they're ready to book, click Convert to client, and they join your client list. To get more requests, click Forms: each form shows how many people sent it and how many became clients. Click Share to send the link, put the QR code on flyers and business cards, or paste the embed code into your website, and the form shows up right there.
What you'll learn
- Where to find Requests, under Clients, and what each request shows
- What the New, Assigned to me and Converted tabs show
- How to open a request and see the person's email, phone, answers and the campaign that brought them in
- How to reply by email or text, call, or convert a request to a client
- How to see how many people sent each form and how many became clients
- How to share your form with a link, a QR code or an embed code for your website
FAQ
Common questions
Where do leads from my website go in Workspace369?
When someone fills in a form on your website, it lands in Requests, under Clients, with their message, the form they used and where they found you. The tabs show what's new (New), what's assigned to you (Assigned to me), and the requests that became clients (Converted).
What does a request show?
Open a request to see the person's email, phone and answers, along with the campaign that brought them in. In the video, Olivia Grant wants ceramic maintenance options, and her request came in from the "QR code campaign".
How do I turn a request into a client?
Reply by email or text, or give them a call. When they're ready to book, click Convert to client, and they join your client list. The Converted tab shows the requests that became clients.
How do I see which forms bring in clients?
In Requests, click Forms. Each form shows how many people sent it and how many became clients.
How do I share my form?
In Forms, click Share. Send the link, put the QR code on flyers and business cards, or paste the embed code into your website, and the form shows up right there. For the embed code, you can choose Inline, Popup or Your own button.
Full transcript
Welcome back. In this video, we'll see the leads that come in from your website, and put your form in front of more people.
Open Requests, under Clients. When someone fills in a form on your website, it lands here, with their message, the form they used, and where they found you. The tabs show what's new, what's assigned to you, and the requests that became clients.
Let's open Olivia's request. She wants ceramic maintenance options. Her email, phone and answers are all here, along with the campaign that brought her in. Reply by email or text, or give her a call. When she's ready to book, click Convert to client, and she joins your client list.
To get more requests, click Forms. Each form shows how many people sent it, and how many became clients. Click Share. Send the link, put the QR code on flyers and business cards, or paste this code into your website, and the form shows up right there. And that's leads from your website. In the next video, we'll build a funnel page that turns visitors into leads.
More tutorials
Recent updates
All release notes- Workflows rebuilt with a table, templates, test runs and AI draftingManage every workflow in one table, start from a template or describe what you want, test it before it goes live, and assign new leads to a teammate.
- Contracts, Requests and Team pages redesigned, with forms you can embedContracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler.
- March and April 2026: a new proposal builder, intake forms and project profitabilityA visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base.
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