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Lead capture

Landing page approvals

Review form submissions before they enter your CRM database.

Related feature →

What this is for

Page Approvals let admins review landing page and assessment submissions before they create or update contacts — keeping your database clean.

When to use it

Use when you want human quality control on high-volume or public-facing forms.

Steps

  1. Enable approval workflow on the landing page or assessment.
  2. Submissions queue in Page Approvals.
  3. Approve, edit, or reject; approved records enter CRM with configured tags and Routine triggers.

Pair with lead routing for team assignment after approval.

Adapted from in-app help documentation. UI labels may vary slightly by SAM version.