Lead Forms

Shoble provides customizable lead capture forms that you can embed anywhere in your Shopify store. These forms trigger high-priority custom events and automatically associate submissions with organizations, making them a powerful tool for B2B lead generation.

Form Types

Shoble offers three types of lead forms, each designed for different use cases:

How Forms Work

The lead form workflow follows these steps:

1. Customer enters their email address in the form
2. Form submits and triggers a custom event with the email data
3. Shoble extracts the domain from the email address
4. Organization is identified or created based on the email domain
5. Event is associated with the organization and contributes to the engagement score
6. Lead is created or updated with the latest form submission data

Adding Forms to Your Store

Lead forms are available as Shopify theme app extensions. You can add them to your store through the theme editor using the Shoble app block.

Steps to Add a Form:

1. Open your Shopify theme editor
2. Navigate to the page where you want to add the form
3. Click "Add block" or "Add section"
4. Find "Shoble Lead Form" in the app blocks
5. Configure the form settings (headline, description, event type)
6. Save and publish your changes

Form Customization

Each form can be customized with the following options:

• Headline: Custom title displayed above the form
• Description: Supporting text to encourage submissions
• Placeholder: Custom placeholder text for the email input
• Event Type: Choose which custom event to trigger
• Product Association: Link form to specific product variants (product forms only)
• Styling: Adjust colors, fonts, spacing, and alignment to match your theme

Product-Specific Forms

Product lead forms can be associated with specific product variants, allowing you to track which products generate the most B2B interest. When a visitor submits a product-specific form, the product variant ID is captured and displayed in the lead details.

Shopify Flow Integration

Lead form submissions can trigger Shopify Flow workflows, enabling automated responses such as:

• Sending email notifications to your sales team
• Creating tasks in your CRM or project management tool
• Adding contacts to email marketing lists
• Triggering custom automation workflows

Custom Form Integration

You can integrate Shoble lead tracking into your own custom forms — no Shoble theme block required. This is useful if you already have a contact form, newsletter signup, or any other form on your storefront and want Shoble to capture the lead automatically.

Trigger a Shoble lead event from your theme's JavaScript by calling:

Shopify.analytics.publish('shoble:b2b_lead_form_submitted', {
  email: 'visitor@example.com',
  productVariantId: 'gid://shopify/ProductVariant/123', // optional
  fields: {
    phone: '+1 555 000 0000',   // optional — shown in Shoble and passed to Flow
    jobTitle: 'Head of Procurement', // any extra key — shown in Shoble UI
  }
});

Use whichever event name best matches the context of your form:

• shoble:b2b_lead_form_submitted — General B2B inquiries (50 pts)
• shoble:product_lead_form_submitted — Product-specific inquiries (40 pts)
• shoble:footer_lead_signup_submitted — Footer / newsletter signups (30 pts)

Phone Number Field

The built-in Lead Form blocks support an optional phone number field. Enable it per block in the theme editor via the Show Phone Number Field checkbox. When enabled, visitors can enter their phone number alongside their email — it is stored with the lead and shown as a click-to-call link in the Shoble event detail view.

Phone numbers submitted via the built-in form or custom forms are also forwarded to Shopify Flow as formData.phone, allowing you to trigger automations such as routing high-intent leads directly to your sales team.

Best Practices

• Keep it simple: Only ask for email addresses to maximize conversion rates — add a phone field only on high-intent forms where the extra friction is justified
• Clear value proposition: Explain what visitors get by submitting the form
• Strategic placement: Add forms to high-traffic pages and product pages with B2B appeal
• Match your brand: Customize styling to align with your store's design
• Monitor performance: Track which forms generate the most qualified leads
• A/B testing: Experiment with different headlines and descriptions to optimize conversion