For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/guides/leads-from-an-external-site.md.
  • English

      • How do I send leads from an external site over here?

      If you already have a site that works, you do not have to rebuild it to use the CRM. There are two routes, and the choice depends on how much access you have to the page's code.

      Before you start

      • Role: Owner, Admin or Editor.
      • Captured leads count towards your contact quota — see the limits and quotas reference (Portuguese).

      Which route to use

      SituationRoute
      You control where the form submitsCapture link
      You can add a script to the pageBrowser SDK — see external pages with Clickmax
      Your tool only fires a webhookWebhook — see webhooks in practice

      1. Set the destination

      With a capture link you get an address for the external form to submit to. Each link can identify a different origin — it is worth creating one per page or campaign.

      2. Match the fields

      The fields you send have to match the contact fields (Portuguese). A field that does not exist here is not stored — if it is important information, create a custom field first.

      3. Preserve the origin

      Pass the UTMs along with the form data, otherwise the lead arrives with no source and you lose the attribution. See UTMs and lead source.

      4. Test

      Send a test lead and confirm in Contacts that it arrived with every field and the right source.

      5. Automate from there

      Once leads are coming in, hook up a welcome automation — see your first welcome automation.

      If it didn't work

      • The lead does not arrive: confirm the destination address configured in the external form.
      • Fields arrive empty: the field names do not match.
      • It arrives with no source: the UTMs are not being sent along with it.