Inbox and lead operations
Review, search, tag, and export accepted leads without a separate CRM.
A lead is stored before delivery
Downstream errors do not erase an accepted submission.
- 1Validate the submission.
- 2Store an accepted lead.
- 3Dispatch eligible deliveries independently.
- 4Investigate or retry failed destinations.
Suspected spam can be held for review; outright invalid requests may be rejected.
Review the inbox
Open a form and select Submissions to inspect accepted leads. Production and test data are separated. Submission details show captured fields and available attribution.
Use read/unread, starred, internal notes, tags, workflow states, filters, and personal saved views to triage incoming leads.
Quality and delivery are different
A lead can be accepted and stored even when a downstream webhook or integration fails. Delivery state is tracked separately from lead workflow status and spam classification.
Suspected spam is preserved for review while outbound delivery is quarantined. Release a false positive only after inspecting it.
View delivery activityExport
Export and bulk actions are available where your workspace role and plan permit them. Verify the current retention policy before using the inbox as a long-term archive.