> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Capture form fills

> Record form submissions with the Unify Intent client.

export const UnifyLogoLight = () => <svg className="block dark:hidden" width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
    <path d="M1.00985 11.8422C1.00985 10.6279 1.00985 9.41364 1.00985 8.19937C1.00985 7.70467 1.03983 7.19498 1.17475 6.71526C1.39961 5.93574 1.84934 5.30611 2.52393 4.8414C3.39341 4.25675 4.30786 3.73206 5.26728 3.29733C6.45157 2.74266 7.62086 2.83261 8.74518 3.44724C10.2293 4.25675 11.6984 5.09624 13.1675 5.92074C14.1119 6.46042 15.0564 6.9851 16.0158 7.52478C16.6604 7.89955 17.2001 8.37926 17.5599 9.03886C17.8447 9.54856 17.9796 10.1032 18.0246 10.6879C18.0396 10.8977 18.0396 11.1226 18.0396 11.3325C18.0396 13.806 18.0396 16.2795 18.0396 18.768C18.0396 19.3077 17.9946 19.8473 17.7997 20.357C17.5149 21.1516 17.0052 21.7962 16.2706 22.2309C15.4911 22.6956 14.7116 23.1603 13.9021 23.5651C12.7328 24.1647 11.5485 24.1348 10.3792 23.5351C9.97444 23.3252 9.58467 23.1004 9.19491 22.8755C7.18612 21.7362 5.17733 20.6119 3.15355 19.4726C2.5839 19.1578 2.0892 18.768 1.71442 18.2433C1.27968 17.6437 1.05482 16.9691 1.03983 16.2345C1.02484 15.5449 1.02484 14.8554 1.02484 14.1508C0.994856 13.3862 0.994856 12.6067 1.00985 11.8422ZM14.6666 22.3658C14.8165 22.3209 14.8615 22.2309 14.8615 22.096C14.8615 21.5863 14.8615 21.0616 14.8615 20.5519C14.8615 20.2071 14.7116 19.9523 14.3968 19.7724C12.5979 18.753 10.784 17.7336 8.98504 16.7292C8.74518 16.5943 8.50533 16.4744 8.26547 16.3245C7.50093 15.8448 6.91628 15.1852 6.58648 14.3307C6.37661 13.776 6.31665 13.2064 6.31665 12.6217C6.31665 10.6579 6.31665 8.67908 6.31665 6.71526C6.31665 6.4904 6.31665 6.26554 6.31665 6.02568C6.31665 5.72586 6.16674 5.51599 5.8969 5.36608C5.44717 5.11123 4.99744 4.87138 4.54771 4.61653C4.42779 4.55657 4.30786 4.51159 4.15795 4.43664C4.15795 4.55657 4.15795 4.64651 4.15795 4.73646C4.15795 7.34489 4.15795 9.95331 4.17294 12.5617C4.17294 13.2813 4.18793 14.0009 4.24789 14.7204C4.32285 15.6049 4.7276 16.3545 5.38721 16.9691C5.74699 17.2989 6.15175 17.5537 6.57149 17.7936C8.92507 19.1278 11.2787 20.462 13.6322 21.7962C13.977 21.9911 14.3368 22.1859 14.6666 22.3658ZM14.7715 16.3395C14.8015 16.1746 14.8315 16.0546 14.8315 15.9347C14.8315 14.8254 14.8465 13.716 14.8315 12.5917C14.8165 11.6773 14.4867 10.8528 13.8571 10.1632C13.4673 9.72845 12.9876 9.39865 12.4779 9.11382C11.5635 8.60413 10.649 8.07944 9.73458 7.56975C9.68961 7.53977 9.62965 7.52478 9.55469 7.4798C9.5397 7.77962 9.50972 8.03447 9.50972 8.30431C9.50972 9.02387 9.50972 9.74344 9.52471 10.463C9.52471 10.9877 9.52471 11.5274 9.65963 12.0371C9.92947 13.1464 10.5891 13.9859 11.5785 14.5705C12.4929 15.1102 13.4224 15.6199 14.3518 16.1446C14.4717 16.2195 14.6066 16.2645 14.7715 16.3395Z" fill="black" />
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  </svg>;

export const UnifyLogoDark = () => <svg className="hidden dark:block" width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg">
    <path d="M1.00985 11.8422C1.00985 10.6279 1.00985 9.41364 1.00985 8.19937C1.00985 7.70467 1.03983 7.19498 1.17475 6.71526C1.39961 5.93574 1.84934 5.30611 2.52393 4.8414C3.39341 4.25675 4.30786 3.73206 5.26728 3.29733C6.45157 2.74266 7.62086 2.83261 8.74518 3.44724C10.2293 4.25675 11.6984 5.09624 13.1675 5.92074C14.1119 6.46042 15.0564 6.9851 16.0158 7.52478C16.6604 7.89955 17.2001 8.37926 17.5599 9.03886C17.8447 9.54856 17.9796 10.1032 18.0246 10.6879C18.0396 10.8977 18.0396 11.1226 18.0396 11.3325C18.0396 13.806 18.0396 16.2795 18.0396 18.768C18.0396 19.3077 17.9946 19.8473 17.7997 20.357C17.5149 21.1516 17.0052 21.7962 16.2706 22.2309C15.4911 22.6956 14.7116 23.1603 13.9021 23.5651C12.7328 24.1647 11.5485 24.1348 10.3792 23.5351C9.97444 23.3252 9.58467 23.1004 9.19491 22.8755C7.18612 21.7362 5.17733 20.6119 3.15355 19.4726C2.5839 19.1578 2.0892 18.768 1.71442 18.2433C1.27968 17.6437 1.05482 16.9691 1.03983 16.2345C1.02484 15.5449 1.02484 14.8554 1.02484 14.1508C0.994856 13.3862 0.994856 12.6067 1.00985 11.8422ZM14.6666 22.3658C14.8165 22.3209 14.8615 22.2309 14.8615 22.096C14.8615 21.5863 14.8615 21.0616 14.8615 20.5519C14.8615 20.2071 14.7116 19.9523 14.3968 19.7724C12.5979 18.753 10.784 17.7336 8.98504 16.7292C8.74518 16.5943 8.50533 16.4744 8.26547 16.3245C7.50093 15.8448 6.91628 15.1852 6.58648 14.3307C6.37661 13.776 6.31665 13.2064 6.31665 12.6217C6.31665 10.6579 6.31665 8.67908 6.31665 6.71526C6.31665 6.4904 6.31665 6.26554 6.31665 6.02568C6.31665 5.72586 6.16674 5.51599 5.8969 5.36608C5.44717 5.11123 4.99744 4.87138 4.54771 4.61653C4.42779 4.55657 4.30786 4.51159 4.15795 4.43664C4.15795 4.55657 4.15795 4.64651 4.15795 4.73646C4.15795 7.34489 4.15795 9.95331 4.17294 12.5617C4.17294 13.2813 4.18793 14.0009 4.24789 14.7204C4.32285 15.6049 4.7276 16.3545 5.38721 16.9691C5.74699 17.2989 6.15175 17.5537 6.57149 17.7936C8.92507 19.1278 11.2787 20.462 13.6322 21.7962C13.977 21.9911 14.3368 22.1859 14.6666 22.3658ZM14.7715 16.3395C14.8015 16.1746 14.8315 16.0546 14.8315 15.9347C14.8315 14.8254 14.8465 13.716 14.8315 12.5917C14.8165 11.6773 14.4867 10.8528 13.8571 10.1632C13.4673 9.72845 12.9876 9.39865 12.4779 9.11382C11.5635 8.60413 10.649 8.07944 9.73458 7.56975C9.68961 7.53977 9.62965 7.52478 9.55469 7.4798C9.5397 7.77962 9.50972 8.03447 9.50972 8.30431C9.50972 9.02387 9.50972 9.74344 9.52471 10.463C9.52471 10.9877 9.52471 11.5274 9.65963 12.0371C9.92947 13.1464 10.5891 13.9859 11.5785 14.5705C12.4929 15.1102 13.4224 15.6199 14.3518 16.1446C14.4717 16.2195 14.6066 16.2645 14.7715 16.3395Z" fill="white" />
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  </svg>;

## Overview

One of the most effective ways to capture leads on your website is through form
submissions. With Unify, you can capture these submissions and then run Plays on
them.

The Unify Intent client can be used to capture these form fills. This can be
achieved by firing two separate events:

* **Custom event** — This captures the submission and any data entered into the
  form. Any Plays will be able to filter companies or people based on whether
  they have a matching custom event.
* **Identify event** — This captures the identity of the visitor and links them
  to a company or person in Unify. The Identify event is necessary to associate
  the form submission with a specific person or company.

Typically, the simplest approach is to send both events at the same time when a
visitor completes and submits a form.

## Prerequisites

* Ensure you've already installed the Unify Intent client on your website.
  See [Set up the Unify Intent client](/developers/guides/website-traffic/unify-intent-client)
  for instructions.

## Example

Suppose you have a "demo sign-up" form that collects the following information:

* **First name** (e.g., `Alice`)
* **Last name** (e.g., `Smith`)
* **Email address** (e.g., `alice@acme.com`)
* **Company name** (e.g., `Acme Inc.`)
* **What are you most interested in seeing?** (e.g., `AI capabilities`)

To send this data into Unify, you should send two events.

### Send a custom event

First, send a custom event that records the form submission. The form fields can
be included as *properties* on the event. Properties are arbitrary key-value
pairs that can be viewed and used to filter events in Unify.

```ts theme={null}
unify.track('Demo Requested', {
  form_id: 'demo-signup',
  first_name: 'Alice',
  last_name: 'Smith',
  company: 'Acme Inc.',
  interest: 'AI capabilities',
});
```

### Send an Identify event

Next, send an Identify event that associates the submission with a known person
(using their email address). You can also include additional traits about the
person and their company. These traits will appear on the person and company
records in Unify.

```ts theme={null}
unify.identify('alice@acme.com', {
  person: {
    email: 'alice@acme.com',
    first_name: 'Alice',
    last_name: 'Smith',
  },
  company: {
    name: 'Acme Inc.',
  },
});
```

## Launch a Play

With both events sent, you can now create Plays in Unify that run on the inbound
lead. Plays can be triggered based on the custom event (e.g., "Demo Requested")
and can use filters based on the properties you sent.

For example, a Play running on inbound form fills could:

1. Apply exclusions to ensure the inbound lead is not a competitor, open
   opportunity, or existing customer
2. Launch an AI agent to research the company or person and qualify or
   disqualify them based on ICP fit or other criteria
3. Enroll the person in an outbound sequence
4. Find a few more contacts at the same company that match your ideal buyer
   persona and enroll them in another outbound sequence

## FAQ

<AccordionGroup>
  <Accordion title="What if I don't have an email address?">
    If you don't have an email address to include in the Identify event, Unify
    will not have a unique identifier to link this visitor to a person. However,
    you have other options.

    **Link to a company instead:**

    If you have a company website, you can send an Identify event with the
    visitor's company instead. This will not link the custom event to a specific
    person, but it will link it to a specific company.

    You can then run a Play on companies with matching custom events. That Play
    can prospect for contacts at the company with ICP personas.

    **Capture identity elsewhere:**

    If the visitor does not provide an email address on the form, consider
    capturing their identity elsewhere on your website. For example:

    * If you have another sign-up form that collects email addresses, you can
      send an Identify event when a visitor completes that form.
    * If you link the custom event to a company, prospect for people at that
      company, and then send sequence emails to them, you can track email link
      clicks. When a person clicks a link in an email, their website activity
      will be identified.

    If the visitor is identified through other means, all of their past activity
    will also be retroactively identified.

    **Automatically identify the company:**

    If you do not send an Identify event, Unify will still automatically attempt
    to identify the visitor's company using reveal providers based on their IP
    address.
  </Accordion>

  <Accordion title="How is a person linked to a company?">
    If you send an Identify event with a corporate email address but no company,
    Unify can infer the company from the email domain.

    For example, if you identify a visitor as `alice@acme.com`, Unify can link
    the person to the company with the `acme.com` domain. This inference is not
    performed for personal or non-corporate email domains. If the visitor uses a
    personal email address, include a company domain in the Identify event when
    you want to link the person to a company.
  </Accordion>

  <Accordion title="Can I track partial form fills?">
    Yes. If you want to track partial progress before final submission, send a
    custom event when a meaningful step is completed or enable automatic email
    input monitoring with the Unify Intent Client.

    For most lead-routing workflows, still send a final custom event when the
    form is actually submitted. This gives you a clean trigger for Plays and
    avoids treating abandoned form activity as a completed hand-raise.
  </Accordion>

  <Accordion title="Should I send both a custom event and an Identify event?">
    Usually, yes. The custom event captures what happened, such as `Demo
            Requested`. The Identify event captures who did it. Sending both gives you a
    reliable Play trigger and a person or company record to act on.
  </Accordion>
</AccordionGroup>
