Forms and leads
When someone fills out a contact form on your hosted website and leaves an email address, TrueTone turns that submission into a lead automatically. The person lands in your Contacts list, the form they filled out is attached to their record, and you get a notification that they reached out.
What it is
Your TrueTone website comes with contact forms already built in, so visitors have a way to reach you without leaving the page. This section explains what happens after someone hits submit.
There is no separate leads inbox to check. A form submission flows straight into your Contacts list, which is the single place your inbound lives. New people are created there, familiar people are matched and updated, and each submission is filed onto the right record so you can see exactly what someone asked about and when.
The forms themselves are part of your website, not something you wire up here. You do not have to route anything, connect anything, or copy a lead from one screen to another. The plumbing runs on its own the moment your site is live.
Whatever a form collects rides along with the lead. A name and phone number, if the visitor provided them, land on the contact next to their email, so the record is as complete as the form they filled out.
Who it is for
Any loan officer whose site is up and taking inquiries. If you have shared your website link, put it on a listing, or run it as your main point of contact, this is how those inquiries reach you.
For sales and marketing, this is the answer to “what happens to a lead from the website?” The short version: it becomes a contact instantly, it notifies the loan officer, and it is ready to work or hand off to the CRM the team already uses.
How it works
A visitor submits a form
Someone on your website fills out a contact form and submits it. That submission is recorded against your site right away, whether or not they left an email address.
TrueTone creates or updates the lead
If the submission includes an email address, TrueTone looks for a contact you already have with that email. If it finds one, it updates that record and adds the new submission to it. If it does not, it creates a brand-new contact, sets its status to New, and stamps when you first saw this person.
The form is attached to the record
The exact form the person filled out is linked to their contact, so it shows up under Submission History on their detail page. You see which form it was and when it came in, which tells you at a glance what they were interested in.
You get notified
For a brand-new contact, TrueTone raises a New Contact notification in your notification center that reads like “Jane Smith submitted a form on your website.” If you have new-contact email turned on, it also sends you an email so you can follow up without watching the dashboard.
You work the lead in Contacts
From Contacts you take it from there: set a status, add tags, keep notes, then push the contact to a connected integration or export it to your CRM when you are ready. See Contacts for the full workflow.
What lands where
Whether a submission becomes a contact comes down to one thing: did the visitor leave an email address.
| The visitor left an email | The visitor did not |
|---|---|
| A contact is created or matched and updated | No contact is created |
| The submission is filed under Submission History | The submission is still recorded against your site |
| You get a New Contact notification (for new people) | No new-contact notification is sent |
| Marketing consent is saved if the form asked for it | Nothing to attach a consent choice to |
Good to know
A submission only becomes a contact when the visitor leaves an email address. Email is how TrueTone matches people and keeps one person from splitting into duplicates. Submissions without an email are still recorded against your site, but they will not show up as a contact you can work.
Leads land right away. A submission becomes a contact as soon as it is received, so the record is waiting in Contacts by the time you open it, not sitting in a queue to be imported.
Repeat submissions do not create duplicates. When the same email comes back through any form, TrueTone matches the existing contact and adds the new submission to that record, so one person grows over time instead of scattering into several partial rows. If a later submission fills in a detail the first one was missing, like a phone number, that gap gets filled on the record you already have.
The New Contact notification fires the first time a person reaches out. If someone you already have submits again, their record updates and the new submission is added to their history, but you will not get a fresh new-contact alert for that repeat. The submission is always there on the record when you open it.
You control the notification. Whether a new lead pings you in the app, emails you, or both is set in your notification preferences, so you can tune it to the volume you want. See Notifications.
To see everything a single person has sent you, open their record in Contacts and look at Submission History. It lists each form they filled out and when, so a lead who has come back three times reads as one contact with three entries, not three strangers.
If a form asks visitors to opt in to marketing, that choice is saved on the contact, so you have a clear record of who agreed to hear from you before you export or push them anywhere.
A new or updated lead can also flow automatically to a connected integration if you have set one up for contacts, so a fresh submission can reach your CRM without a manual step. This is a push out to your tools, not a live two-way sync. Setting that up lives under your integrations, and pushing on demand lives in Contacts.
Leads are yours alone. The submissions tied to your website land on your account only. You do not see another loan officer’s inbound, and they do not see yours.