BMexa Lead Forms

Introduction

Lead Forms let you capture leads without a website: build the form in BMexa, then share its link in WhatsApp broadcasts, your Instagram bio and ads, or print its QR code on brochures, hoardings and site boards. When someone submits, a lead is created in Clients within seconds, the assigned person is alerted, and the lead follows your Lead Automation Rules like any other.

Lead Forms live under Marketing › Integrations › BMexa Lead Forms (also Marketing › Lead forms). Marketing users, admins and executives can build them.

Creating a form

1. Click Create form. Give it a title; add a description and a header image link if you like (a project render or your logo). The company name can show above the title.
2. Questions: name and mobile number are always asked. Add standard questions from the list (email, city, budget, buying for, project) or write custom ones with short text, long text, dropdown, number or date answers. Mark each as required or optional and drag the order with the arrows.
3. Consent: enter a sentence to show a checkbox people must tick before submitting, for example agreeing to be contacted on WhatsApp. Leave it empty for no checkbox.
4. Thank-you: the message shown after submitting, and an optional button that calls you, opens WhatsApp, sends an SMS, emails you or opens a link.
5. Where leads go: who new leads land with, the project the form is for, an optional campaign, and an internal name shown on alerts.
6. Click Create form. The right-hand column now shows the public link and the QR code.

Sharing the form

• Copy link gives a short address such as yourdomain/f/abc123; paste it anywhere a link works.
• Download QR saves a print-ready PNG. The QR opens the same link.
• Open form shows exactly what a visitor sees. The page is mobile-first and has no BMexa chrome beyond a small footer.

What happens to a submission

• Standard answers fill the client record: name, mobile, email, city, budget, buying for, project. If the form is tied to a project, the lead is linked to that project; a project typed by the visitor is kept as a form field.
• Custom questions are kept as form fields and written to the enquiry’s remarks, so nothing the visitor said is lost.
• Each form is its own lead source, so a Lead Automation Rule can target one form (use “Rule for this form” on the form page). Duplicate handling and alerts apply as for every integration.
• Bots are filtered by a hidden field and rate limits; obvious junk never becomes a lead.

What happens when a lead arrives

• The lead is created in Clients within seconds, with the source name on the record and on the alert.
• The person you chose on the connection is assigned and gets an in-app alert (and a browser push if they allowed it). If they turned on Lead alerts on WhatsApp, they also get the lead on WhatsApp from BMexa’s number, or from your own connected number when its card has the lead-alert option on; the client’s phone and email are masked in that message.
• Every field we recognise fills the client record: name, phone, email, city, project, budget, purpose, message, campaign. Any other field is kept as a form field and written to the remarks, so nothing the form captured is lost.
• A phone number that already has an open enquiry does not create a second lead: the message is added as a remark on the existing one, and if it came from a different source a lead clash is raised for the manager to settle.
• Assignment rules, duplicate settings and auto-replies apply to these leads as they ship (see Automations & WhatsApp).

Closing, editing and deleting

• Status Closed keeps the link alive but shows “not accepting responses”; switch back to Live any time.
• Edits apply immediately to the public page; the link and QR never change.
• Delete removes the form: the link and QR stop working, and the leads already received stay in Clients.