Forms and Lead Capture Troubleshooting Playbook

    Use this playbook when a form does not submit, a lead is missing, a contact is not created, a redirect fails, a notification does not arrive, source tracking is unclear, or a connected workflow does not behave as expected.

    Who this playbook is for

    • Admin users
    • Marketing users
    • Sales users
    • Account owners
    • Teams managing forms, pages, funnels, or lead capture

    Diagnostic Steps

    1. Confirm the page or form URL

    Check that the user is testing the correct page, form, funnel, or landing page.

    2. Submit a test form

    Submit a test enquiry and document the expected result and actual result.

    3. Check required fields

    Review whether required fields, field types, or missing information are preventing submission.

    4. Check contact creation

    Confirm whether the test submission creates or updates the correct contact record.

    5. Check tags and source tracking

    Review whether tags, source fields, campaign details, or form identifiers are applied as expected.

    6. Check redirect or thank-you page

    Confirm the redirect, thank-you page, or next-step page works after submission.

    7. Check internal notifications

    Review whether the right team member receives the notification or task where configured.

    8. Check connected workflow

    If a workflow should start after submission, review the trigger, entry rules, and workflow actions.

    When to request support

    Submit a support request if:

    • Forms do not submit.
    • Submissions are missing.
    • Contacts are not created or updated correctly.
    • Redirects do not work.
    • Notifications are missing.
    • Source tracking is incorrect.
    • Connected workflows do not trigger.

    What to include:

    • Page URL
    • Form name
    • Test contact details
    • Expected result
    • Actual result
    • Screenshot or screen recording
    • Date and approximate time tested
    • Connected workflow or pipeline where relevant

    Need Account-Specific Help?

    If your question requires account access or private configuration review, submit a support request with examples and screenshots.