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Capture and send leads

Use this playbook when your campaign needs form or quiz leads to appear in Atomicat and reach another tool.

Checklist​

  1. Add a form or quiz lead capture step.
  2. Mark only truly required fields as required.
  3. Publish the page or quiz.
  4. Submit a realistic test lead.
  5. Confirm the lead appears in Atomicat.
  6. Connect Google Sheets or a webhook if needed.
  7. Submit another test lead after connecting the destination.
  8. Confirm the external destination received the lead.
  9. Export leads as a backup before major campaign changes.

Launch tip​

Always test the full path after changing fields, integrations, or destination settings. A form can capture correctly while the external destination still rejects the lead.

FAQ​

When should I use this Capture and send leads page?

Use this page when you need to understand the workflow, settings, or decisions related to Capture and send leads. It is most helpful before editing a live asset, publishing changes, or troubleshooting behavior in an Atomicat workspace.

What should I check before changing Capture and send leads?

Confirm that you are in the correct workspace, project, page, funnel, site, or account area. Review access permissions, saved changes, publishing status, and any connected integrations before making updates.

How do I verify that Capture and send leads is working correctly?

Preview the affected page or feature, test the main user path in a fresh browser session, and confirm that forms, redirects, tracking, products, quizzes, or publishing states behave as expected.

What should I do if Capture and send leads does not work as expected?

Recheck the configuration described on this page, save the changes again, clear browser cache if needed, and test with a simple version of the setup. If the issue continues, collect the page URL, workspace details, and screenshots before contacting support.