Lead Generation
Conversational

Lead qualification form (CRM handoff)

Understand a prospect's needs before the first sales conversation.

9questions
~3 minto complete
Freeon every plan

Opens in the builder, fully editable. No card required. Part of the Lead qualification form template with 4 other forms.

PreviewOpen full screen

What is inside

9 questions, ordered so the easy ones come first. Every one is editable — delete what you do not need and add your own.

1Main requirementMultiple choice
2Available budgetMultiple choice
3Target timeframeMultiple choice
4OrganisationShort text
5Full nameShort text
6Email addressEmail
7Your role (optional)Short text
8Main outcome you wantLong text
9Phone number (optional)Phone

Make it yours

Three things worth changing first

Put your brand on it
Swap the theme, drop in your logo and typeface, or lock it all with a brand kit so every form matches.
Change what the logic does
Edit the branches on any question, or add your own conditions so the follow-ups fit how you work.
Send it where you work
Push responses to Slack, a spreadsheet or your CRM the moment they land, with no export step.

Questions about this form

Is the Lead qualification form (CRM handoff) form free to use?

Yes. It opens in the builder on the free plan as part of the Lead qualification form template. Some fields, such as payments or file uploads, need a paid plan to publish.

Can I edit the questions in Lead qualification form (CRM handoff)?

Everything is editable: reorder, rename, delete or add any of its 9 questions, and change the logic between them.

Can I switch it to single-page?

Yes. Either experience works with the same questions; switch it from the form's design settings at any time.

Where do Lead qualification form (CRM handoff) responses go?

Into your Onlyform workspace, and from there to Slack, Google Sheets, Notion, your CRM or any endpoint via integrations.