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Publish a form to your website
How to turn any TrustPager form into a public lead-capture page, embed it on your website, customize the look, and embed your booking page — with every submission creating a contact and opportunity in your CRM automatically.
By default, TrustPager forms are sent to specific people — the client gets a branded email with a secure link and fills it in from there. Public Forms are different: you get a hosted URL that anyone can open and fill, no invite required. Drop it on your website, share it in a campaign, or embed it in a page — every submission lands in your CRM as a new contact and opportunity, credit-free.
Turn on public access
- Open the form you want to publish at https://app.trustpager.com/operations/forms.
- Click the Settings tab (top-right, palette icon) in the form builder.
- At the top of the Settings panel you'll see a Public access section. Flip the Make this form public toggle on.
- A URL slug is auto-filled from your form name — edit it if you'd like something shorter or cleaner. Click out of the field and you'll see a Saved toast confirming it.
- Your live public URL appears below the slug in the shape https://app.trustpager.com/form/<your-company-slug>/<form-slug>. Use the copy button or the Open form link to preview it.
Configure where leads land
While the Settings panel is open, pick the pipeline and stage you want new leads to land in. If you leave this unset, submissions default to your workspace's primary pipeline. You can also add an optional confirmation message — this is shown to the visitor right after they hit Submit.
What happens when someone submits
Every submission does three things automatically:
- Find or create a contact. TrustPager matches on email address. If a contact already exists with that email, it's updated; if not, a new one is created.
- Create an opportunity. A new opportunity is added to the pipeline and stage you configured, linked to that contact.
- Write CRM fields. Any form field that's wired to a CRM variable — contact name, phone, account name, and so on — writes onto the contact and opportunity records immediately.
File uploads and spreadsheet fields work exactly the same as on invite-only forms. There's no feature restriction because a form is public. Submissions are credit-free.
Embed the form on your website
Once a form is public, an Embed tab appears inside the form builder. Copy the iframe snippet from there and paste it into any page on your site.
The snippet is a plain <iframe> tag with a fixed height attribute (for example, height="800"). There is no JavaScript resize script — if your form is long, increase the height value so visitors don't have to scroll inside the frame. The embed's background is transparent by default, so it blends cleanly into whatever colour your page uses.
You only need to paste the code once. Restyling the embed later (see Customize below) updates the saved design on the form itself and does not change the snippet.
Customize the look
Open any public form at https://app.trustpager.com/operations/forms and click the Customize tab. The studio pre-fills the accent colour from your company's brand colours as a starting point. You can adjust the colour, button style, background, and font weight from there — any setting you leave as-is falls back to your brand or a sensible default.
Each form stores its own saved look, so you can style your contact form differently from your quote request form without affecting anything else.
You can also ask your connected AI assistant to handle it: something like "Customize my contact form's embed to match my website — dark background, blue accent" will apply the settings for you without opening the studio.
Embed your booking page
Your scheduling page works the same way. Open https://app.trustpager.com/operations/scheduling, select an event type, and open its Embed tab to copy the iframe snippet. Paste it wherever you'd like clients to book directly from your site.
Each event type keeps its own saved embed design — the Customize studio is available there too, pre-filled from your brand colours. As with forms, restyling never changes the snippet.
For a full walkthrough of setting up event types, availability, and post-booking automations, see https://trustpager.com/help-center/set-up-online-booking.
Security and spam protection
Because public forms don't carry prefilled client data, they use a lighter access model than invite-only forms — there's no token or PIN. Submissions are protected by anti-spam rate limiting, and duplicate contacts are automatically deduplicated by email address, so your CRM stays clean even with high submission volumes.
Good to know
- The embed code only appears once the form is made public and has a URL slug (for forms), or once an event type has a slug (for booking). Set the slug first, then grab the snippet.
- The embed URL contains your workspace slug and the form or event slug. If you change a slug later, update the embedded snippet on your site — the old URL stops resolving.
- If a form is switched back to private, or a booking event type is made inactive, the embed shows a friendly unavailable message instead of the form or booking page.
- Restyling never changes the snippet. The design is saved on the form or event type, so you paste the code once and tweak the look as many times as you like.
Tip: Public Forms and invite-only forms are the same template — you can turn public access on or off at any time without rebuilding the form. For invite-only sending (broker and client collaboration on a single submission), see https://trustpager.com/help-center/build-send-forms.
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