Add a lead form to a playlist
Capture leads in a playlist with a HubSpot, Marketo, or Pardot form shown as an entry gate or behind a floating button.
Add a lead form to a playlist
Add your marketing form to a playlist to capture leads and send them straight to your CRM. Show the form before the playlist opens, or let viewers open it any time from a floating button.
Snapshot 📸​
Applies to: Playlists. Lead forms aren't available in deal rooms.
Supported forms: HubSpot, Marketo, and Pardot
Location: Playlist editor → lead form icon in the top bar
Add a lead form​
- Open the playlist in the editor.
- Click the lead form icon in the top bar.
- Click Create a Lead Form and paste your form's embed code from HubSpot, Marketo, or Pardot. You can also pick a form you or a teammate saved to the library.
- Under When to show, choose:
- Before playlist (entry gate): the form appears before viewers can see the playlist.
- Floating button: a button stays on screen, and viewers click it to open the form whenever they're ready.
- Set the form options (see below), then click Save.
If Walnut shows Invalid embed code, it couldn't find a supported marketing form in what you pasted. Copy the embed code from your marketing platform again.
Floating button options​
| Setting | What it does |
|---|---|
| Button text | The call-to-action text on the button. Defaults to Contact. |
| Position | Where the button sits: Bottom right (default), Bottom left, Top right, or Top left |
After a viewer submits the form, the floating button disappears.
Form options​
- Is the form mandatory?: viewers must fill in the form before they continue.
- Should the form autoclose?: the form closes on its own after it's submitted.
- Make form responsive: resizes the form to fit the screen.
To take the form off the playlist, open the lead form panel and click Remove lead form.
FAQs​
Can I add a lead form to a deal room?
No. Lead forms are available in playlists only. To identify deal room viewers, use Collect viewers email.
Where do submissions go?
To your marketing platform, through the form itself, the same as when the form is on your website. Viewers who fill in the form are also identified in playlist Insights.