Overview
Build a dedicated web form for your answering service so they only see the questions they need to fill in.
Pipeline, status, and marketing campaign are all set when you build the form — so the answering service never has to know which pipeline a lead belongs in, and your attribution stays correct without depending on someone outside your team choosing right.
Steps
Step 1: Go to your web form settings
Step 2: Create a new form for the answering service
Step 3: Name it clearly
So your team knows at a glance where those leads came from.
Step 4: Set the routing
Choose the pipeline, status, and marketing campaign the submissions should go to.
Step 5: Choose the questions
Only the ones the answering service should complete.
Step 6: Save
Step 7: Share the form link
Step 8: Test it
Submit a test lead through the same link you gave them and confirm it arrives in the right place with the right details.
Important Notes
Routing is configured on the form, not by the submitter. Pipeline, status, and campaign are all preset.
The answering service does not need to understand your pipeline. They answer questions; REsimpli does the filing.
Preselecting the campaign keeps attribution clean and removes a decision the person filling in the form should not be making.
You can have as many forms as you need — one per answering service, partner, or lead source.
Test the exact link you shared. Testing a different one tells you nothing.
Frequently asked questions
Do I need one universal form for every answering service?
No. A dedicated form per service is the better approach, and it tells you where each lead came from.
Can I control which questions they see?
Yes. You choose the fields and questions on the form.
Why preselect the campaign?
It keeps attribution consistent and removes an unnecessary choice from the person submitting.
Troubleshooting
Leads are arriving in the wrong pipeline or status
Check the routing configured on the form, and confirm the service is using the current link.
A submission created a duplicate, or arrived without expected details
Save a sample and contact support.
The answering service says the form is not working
Confirm they are on the latest link, and submit a test through that same link yourself.
Related
How to Create a Web Form in REsimpli
How to Manage and Customize Your Web Forms in REsimpli
How Two-Step Website Forms Create Leads in REsimpli