Easily create a professional lead capture form using Attain OS. Atty drafts the form from your project context—just review and publish. No third-party tools needed.
A lead capture form is often the first handshake with a prospective client. Whether it's a simple name-and-email box on your website or a multi-field questionnaire at a trade show, getting this form right can mean the difference between a qualified lead and a missed opportunity. With Attain OS, you don't need to cobble together separate form builders, landing page tools, or CRM integrations. Everything lives in one operating system.
The best part? Attain OS's built-in AI agent, Atty, drafts your lead capture form from your project context. You provide the goals—like "collect contact info for real estate buyers"—and Atty generates a polished form with relevant fields, validation, and routing. You review, tweak, and publish. No coding, no third-party plugins, no data silos.
A real estate agent needs a quick digital sign-in sheet at open houses. Instead of using a paper clipboard or a separate app, they create a lead capture form in Attain OS with fields for name, phone, email, and whether the visitor is pre-approved. Atty drafts the form based on the agent's notes about typical buyer questions. After the open house, leads automatically appear in the People app and can be nurtured via Atty Chat or WhatsApp + Atty.
A small business owner is hosting a free webinar on social media marketing. They need a registration form that collects name, email, company, and a checkbox for GDPR consent. Using Attain OS, they ask Atty to create a 'Webinar Registration' form. Atty generates the fields and even adds a confirmation message. The form is published as a public link (Attain OS generates the link), and registrants are added to the People app automatically.
A law firm wants to capture potential clients seeking a free initial consultation. They need fields for name, phone, email, practice area (dropdown: family, criminal, estate, etc.), and a brief case description. Instead of using a third-party form tool that would need integration with their CRM, they build it directly in Attain OS. Atty drafts the form based on the firm's intake process, and submissions route to the Customer Management app with a Smart Ticket for follow-up.
Open Attain OS and navigate to the Forms app. Click 'Create New Form' and give it a name like 'Open House Sign-In'. Atty will ask you a few questions about the purpose: who is the audience, what info do you need, and how will you follow up? You can type something like 'Collect contact info from potential home buyers at open houses. Need name, phone, email, and whether they have a pre-approval letter.'
Atty processes your description and generates a complete form with fields, validation, and a clean layout. For example, it might create text fields for name and email, a phone field with format validation, a date field for best contact time, and a checkbox for 'Pre-approved'. Atty also adds a submit button with a call-to-action like 'Register Now'.
You review the draft in the Forms editor. You can reorder fields, change labels, add help text, or adjust required vs. optional. Once satisfied, you publish the form. Attain OS generates a unique URL that you can share via email, social media, or embed in a website. Submissions are captured in Attain OS and linked to the People app for immediate follow-up.
Each form submission creates a new contact in the People app with all captured data. You can then use Tasks to assign follow-up calls, use Atty Chat to send a welcome message, or use WhatsApp + Atty to text the lead directly. No exports, no manual data entry—everything stays inside Attain OS.
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
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Yes. Attain OS generates a public URL for each form. You can link to it directly or embed it as an iframe in your website. No coding or third-party integration needed—just copy and paste the link.
Every submission automatically creates a new contact in the People app with all the form data. You can then use Tasks to assign follow-ups, use Atty Chat to send a message, or use WhatsApp + Atty to text leads. All data stays within Attain OS—no exports required.
You can edit the form anytime in the Forms app. Changes take effect immediately for new submissions. Existing submissions are not affected. Atty can also help you modify the form by simply describing the change.
No. Attain OS does not integrate with any third-party tools. Instead, you can use the built-in Emails app to send communications directly to your leads, or use Atty Chat and WhatsApp + Atty for instant follow-ups. It's a complete replacement for separate marketing tools.
