Contacts & Leads

Capture every lead, lose none of them

Turn bookings and form submissions into organized contacts automatically — deduped, tagged by source, and ready for your team to act on.

  • Auto-capture from forms and bookings
  • Deduplication by email, always
  • Lead source tracked on every contact
Lead captured
Contact formsubmitted
JD
Jordan Diaz
jordan@example.com
Synced
SourceCustom form

What you can do with contacts & leads management

The fastest way to lose a lead is to copy-paste it into a spreadsheet later. Flowpera captures every enquiry the moment it arrives, dedupes it, records where it came from, and drops it into the right list — so following up is the only job left.

Leads that arrive on their own

Point a booking form or custom form at a contact list and new leads flow in the moment someone submits — no exports, no copy-paste, no delay.

No more duplicates

Every incoming contact is matched by email. Existing people get updated in place instead of cluttering your list with copies.

Know where leads come from

Each contact records its source — booking form, custom form, or added manually — so you can see which channels actually bring in business.

Full mapping, nothing dropped

Map every field your form collects onto the contact list, creating new columns where you need them, so no detail a lead gives you is lost on the way in.

Ready for the whole team

Grant the contacts module to the people who need it, and everyone works from the same up-to-date lists.

How it works

Up and running in a few steps

  1. 1

    Connect a source

    Link a booking form or custom form to a contact list. That connection is all it takes for capture to begin.

  2. 2

    Map the fields

    Match each form field to a contact column — adding columns on the fly for anything that doesn't fit — so the whole submission is saved, not just the name and email.

  3. 3

    Watch leads land

    Every submission becomes a contact, deduped by email and tagged with its source, the instant it comes in.

  4. 4

    Follow up with context

    Move each lead through your pipeline, add notes, and act with the full picture — all in the same place as your bookings and forms.

From first touch to closed deal

Once a lead is in, move it through your pipeline, add notes and custom fields, and follow up with full context. Contacts and leads live in the same place as your bookings and forms, so nothing is siloed and no one is re-keying data between tools.

  • Pipeline status on every contact
  • Custom fields and notes for context
  • One home for contacts, bookings and forms
Lead captured
Contact formsubmitted
JD
Jordan Diaz
jordan@example.com
Synced
SourceCustom form
Who it's for

Built for the way you work

Inbound-heavy businesses

Funnel every website form and booking into one list, deduped and source-tagged, so the sales team starts each day with a clean queue.

Multi-channel marketers

Compare lead volume by source across campaigns to double down on the channels that actually convert.

Small teams

Let capture and dedupe happen automatically so a two-person team runs like it has an ops department behind it.

FAQ

Questions, answered

Which sources can feed a contact list?

Booking forms and custom forms both sync into contact lists, and you can always add contacts by hand. Every contact records which of these it came from.

Will every field on my form be saved to the contact?

When you map them, yes. The mapping step lets you route each form field to a contact column and create new columns for anything that doesn't already have a home.

How does deduplication decide what's a duplicate?

By email address. A submission whose email already exists in the target list updates that contact rather than creating a second copy.

Ready to try contacts & leads management?

Start free today — no credit card required — and turn on the modules you need.