Create and Customize Prospecting Widgets for Your Website in GHL Customer Care
Learn how to create, customize, and embed Prospecting Widgets in GHL Customer Care, including widget branding, field controls, preview mode, automation, and lead capture settings.
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
IMPORTANT: This feature is only available after upgrading to the paid version of the prospecting tool inside of your GHL Customer Care agency account.
Prospecting widgets are fully customizable lead capture forms you can embed on your website to visitors can generate instant Marketing Audit Reports. You can now create multiple widgets, control field behavior, apply custom branding, and automate lead follow-up — all from inside your Prospecting dashboard.
When a visitor fills out the form, their details are automatically added to your CRM, tagged for segmentation, and can trigger workflows to send welcome messages, assign them to pipelines, and enrol them into nurture sequences — turning every form submission into a conversion-ready opportunity (only when Prospecting done in Sub Accounts).
Before you can create prospecting tool widgets for your websites, you will need to upgrade to the paid version of this feature. Your screen will look like the image below. Simply click the "Upgrade" button and follow the steps to gain access to prospecting widgets!
Upgrade to Paid Prospecting Tool (image 1 of 7)What this shows Before you can create prospecting tool widgets for your websites, you will need to upgrade to the paid version of this feature.What this showsIllustrates the "Upgrade to Paid Prospecting Tool" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care".This screenshot appears in the "Upgrade to Paid Prospecting Tool" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care". The text alongside this image reads: Before you can create prospecting tool widgets for your websites, you will need to upgrade to the paid version of this feature. Your screen will look like the image below. Simply click the "Upgrade" button and follow the steps to gain access to prospecting widgets! Immediately after, the guide continues: Navigate to the "Prospecting" section in your "Agency View" or under Marketing Tab in Sub Account. That is where you can create new widgets. (Learn more about enabling prospecting in Sub Accounts).Image 1 of 7What to clickBefore you can create prospecting tool widgets for your websites, you will need to upgrade to the paid version of this feature. Your screen will look like the image below. Simply click the "Upgrade" button and follow the steps to gain access to prospecting widgets!Next stepNavigate to the "Prospecting" section in your "Agency View" or under Marketing Tab in Sub Account. That is where you can create new widgets. (Learn more about enabling prospecting in Sub Accounts)
Create and Customize a Widget (image 2 of 7)What this shows Navigate to the "Prospecting" section in your "Agency View" or under Marketing Tab in Sub Account.What this showsIllustrates the "Create and Customize a Widget" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care".This screenshot appears in the "Create and Customize a Widget" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care". The text alongside this image reads: Navigate to the "Prospecting" section in your "Agency View" or under Marketing Tab in Sub Account. That is where you can create new widgets. (Learn more about enabling prospecting in Sub Accounts). This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Customize the Widget: Customize the form heading, colors, background, and even the t heme of your Widget (Light or Dark) to fit your website.Image 2 of 7Where to goNavigate to the "Prospecting" section in your "Agency View" or under Marketing Tab in Sub Account. That is where you can create new widgets. (Learn more about enabling prospecting in Sub Accounts)
Fields in this part of the guideEnhanced Widget Features:Customize submit button color, text color, and button labelCustomize font family and font sizePreview widget customizations before publishing
Next stepCustomize the Widget: Customize the form heading, colors, background, and even the t heme of your Widget (Light or Dark) to fit your website.All 8 steps in this procedure
Enhanced Widget Features:
Create up to 8 widgets for different websites or use cases
Customize submit button color, text color, and button label
Choose which input fields are shown, hidden, optional, or required
Allow manual business entry for businesses not listed on Google
Customize font family and font size
Upload custom background or header images
Preview widget customizations before publishing
Customize the Widget: Customize the form heading, colors, background, and even the theme of your Widget (Light or Dark) to fit your website.
Enhance with new capabilities:
Enhanced Widget Features:
Create up to 8 widgets for different websites or use cases
Customize submit button color, text color, and button label
Choose which input fields are shown, hidden, optional, or required
Allow manual business entry for businesses not listed on Google
Customize font family and font size
Upload custom background or header images
Preview widget customizations before publishing
Create and Customize a Widget (image 3 of 7)What this shows Enhanced Widget Features: Create up to 8 widgets for different websites or use cases Customize submit button color, text color, and button…What this showsIllustrates the "Create and Customize a Widget" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care".This screenshot appears in the "Create and Customize a Widget" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care". The text alongside this image reads: Enhanced Widget Features: Create up to 8 widgets for different websites or use cases Customize submit button color, text color, and button label Choose which input fields are shown, hidden, optional, or required Allow manual business entry for businesses not listed on Google Customize font family…. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Additional customization options include.Image 3 of 7What to fill inEnhanced Widget Features: Create up to 8 widgets for different websites or use cases Customize submit button color, text color, and button label Choose which input fields are shown, hidden, optional, or required Allow manual business entry for businesses not listed on Google Customize font family and font size Upload custom background or header images Preview widget customizations before publishing
Fields in this part of the guideEnhanced Widget Features:Customize submit button color, text color, and button labelCustomize font family and font sizePreview widget customizations before publishing
Next stepAdditional customization options include:All 8 steps in this procedure
Enhanced Widget Features:
Create up to 8 widgets for different websites or use cases
Customize submit button color, text color, and button label
Choose which input fields are shown, hidden, optional, or required
Allow manual business entry for businesses not listed on Google
Customize font family and font size
Upload custom background or header images
Preview widget customizations before publishing
Create and Customize a Widget (image 4 of 7)What this shows Enhanced Widget Features: Create up to 8 widgets for different websites or use cases Customize submit button color, text color, and button…What this showsIllustrates the "Create and Customize a Widget" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care".This screenshot appears in the "Create and Customize a Widget" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care". The text alongside this image reads: Enhanced Widget Features: Create up to 8 widgets for different websites or use cases Customize submit button color, text color, and button label Choose which input fields are shown, hidden, optional, or required Allow manual business entry for businesses not listed on Google Customize font family…. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Additional customization options include.Image 4 of 7What to fill inEnhanced Widget Features: Create up to 8 widgets for different websites or use cases Customize submit button color, text color, and button label Choose which input fields are shown, hidden, optional, or required Allow manual business entry for businesses not listed on Google Customize font family and font size Upload custom background or header images Preview widget customizations before publishing
Fields in this part of the guideEnhanced Widget Features:Customize submit button color, text color, and button labelCustomize font family and font sizePreview widget customizations before publishing
Next stepAdditional customization options include:All 8 steps in this procedure
Enhanced Widget Features:
Create up to 8 widgets for different websites or use cases
Customize submit button color, text color, and button label
Choose which input fields are shown, hidden, optional, or required
Allow manual business entry for businesses not listed on Google
Customize font family and font size
Upload custom background or header images
Preview widget customizations before publishing
Additional customization options include:
Customize submit button color, text color, and label
Choose preferred font family and font size
Show, hide, or require specific input fields
Upload custom background or header images
Preview widget changes before publishing using Preview Mode
Preview Mode
Use Preview Mode to test widget customizations before embedding the widget on your website.
Preview Mode allows you to:
Review styling and branding updates
Test field visibility and form behavior
Validate the user experience before publishing
Embed Widget in your website
Once you are satisfied with the widget design and settings, generate the embed code in the settings tab.
Log in to your website's backend or CMS. This could be WordPress, Joomla, Drupal, or any other platform your website is built on.
Navigate to the page or section where you want to embed the Prospecting Tool Widget. This could be a dedicated lead generation page, a sidebar, or any other suitable location.
After embedding the code, visit the page on your website to ensure the Prospecting Tool Widget is displaying and functioning correctly. Check for the following:
The widget loads without errors.
The widget's dimensions fit well within the page layout.
All interactive elements of the widget work as expected.
Embed Widget in your website (image 5 of 7)What this shows Once you are satisfied with the widget design and settings, generate the embed code in the settings tab.What this showsIllustrates the "Embed Widget in your website" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care".This screenshot appears in the "Embed Widget in your website" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care". The text alongside this image reads: Once you are satisfied with the widget design and settings, generate the embed code in the settings tab. Log in to your website's backend or CMS. This could be WordPress, Joomla, Drupal, or any other platform your website is built on. Navigate to the page or section where you want to embed the…. Immediately after, the guide continues: Make Your Widget Work for You — Automatically When a prospect fills out your widget form (inside a Sub-Account with Premium Prospecting enabled).Image 5 of 7Where to goOnce you are satisfied with the widget design and settings, generate the embed code in the settings tab. Log in to your website's backend or CMS. This could be WordPress, Joomla, Drupal, or any other platform your website is built on. Navigate to the page or section where you want to embed the Prospecting Tool Widget. This could be a dedicated lead generation page, a sidebar, or any other suitable location. After embedding the code, visit the page on your website to ensure the Prospecting Tool Widget is displaying and functioning correctly. Check for the following:Next stepMake Your Widget Work for You — Automatically When a prospect fills out your widget form (inside a Sub-Account with Premium Prospecting enabled):All 4 steps in this procedure
Once you are satisfied with the widget design and settings, generate the embed code in the settings tab.
Log in to your website's backend or CMS. This could be WordPress, Joomla, Drupal, or any other platform your website is built on.
Navigate to the page or section where you want to embed the Prospecting Tool Widget. This could be a dedicated lead generation page, a sidebar, or any other suitable location.
After embedding the code, visit the page on your website to ensure the Prospecting Tool Widget is displaying and functioning correctly. Check for the following:
Leads and Automation
Make Your Widget Work for You — Automatically When a prospect fills out your widget form (inside a Sub-Account with Premium Prospecting enabled):
The contact is automatically saved to your Contacts (doesn't requires workflow setup for this)
The lead is tagged (e.g., "New Prospect Received")
You can trigger Workflowsto:
Send a welcome email or SMS
Add them to Opportunities or Pipelines
Launch long-term nurture sequences
Leads and Automation (image 6 of 7)What this shows The contact is automatically saved to your Contacts (doesn't requires workflow setup for this) The lead is tagged (e.g., "New Prospect…What this showsIllustrates the "Leads and Automation" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care".This screenshot appears in the "Leads and Automation" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care". The text alongside this image reads: The contact is automatically saved to your Contacts (doesn't requires workflow setup for this) The lead is tagged (e.g., "New Prospect Received") You can trigger Workflows to. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Learn how to automate prospect follow-up using workflows →.Image 6 of 7What this coversThe contact is automatically saved to your Contacts (doesn't requires workflow setup for this) The lead is tagged (e.g., "New Prospect Received") You can trigger Workflows to:
Fields in this part of the guideThe lead is tagged (e.g., "New Prospect Received")You can trigger Workflows to:Send a welcome email or SMSLaunch long-term nurture sequences
Buttons and menus referencedContactsWorkflowswelcome email or SMSOpportunities or Pipelinesnurture sequencesPreview Mode
Next stepLearn how to automate prospect follow-up using workflows →All 3 steps in this procedure
The contact is automatically saved to your Contacts (doesn't requires workflow setup for this)
The lead is tagged (e.g., "New Prospect Received")
Use Preview Mode to test widget customizations before embedding the widget on your website.
Preview Mode allows you to:
Review styling and branding updates
Test field visibility and form behavior
Validate the user experience before publishing
Monitor Leads in the Prospect Dashboard
Log in to the Prospecting Tool Dashboard: Access your Prospecting Tool account.
View Lead Details: Navigate to the prospect dashboard to view the details of the leads who filled out the widget form. The Leads will have "Forms tag" across their name.
Connect with Leads: Use the contact information and business details provided by the leads to reach out and convert them into successful clients.
Monitor Leads in the Prospect Dashboard (image 7 of 7)What this shows Log in to the Prospecting Tool Dashboard: Access your Prospecting Tool account.What this showsIllustrates the "Monitor Leads in the Prospect Dashboard" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care".This screenshot appears in the "Monitor Leads in the Prospect Dashboard" section of "Create and Customize Prospecting Widgets for Your Website in GHL Customer Care". The text alongside this image reads: Log in to the Prospecting Tool Dashboard: Access your Prospecting Tool account. View Lead Details: Navigate to the prospect dashboard to view the details of the leads who filled out the widget form. The Leads will have "Forms tag" across their name. Connect with Leads: Use the contact information…. Immediately after, the guide continues: Enhanced Lead Generation: Capture high-quality leads directly from your website using branded, interactive forms — helping convert casual visitors into qualified prospects. Streamlined Client Acquisition Reduce manual effort by automating….Image 7 of 7What this coversLog in to the Prospecting Tool Dashboard: Access your Prospecting Tool account. View Lead Details: Navigate to the prospect dashboard to view the details of the leads who filled out the widget form. The Leads will have "Forms tag" across their name. Connect with Leads: Use the contact information and business details provided by the leads to reach out and convert them into successful clients.Next stepEnhanced Lead Generation: Capture high-quality leads directly from your website using branded, interactive forms — helping convert casual visitors into qualified prospects. Streamlined Client Acquisition Reduce manual effort by automating the identification, capture, and nurturing of potential clients, accelerating your sales cycle. Improved Client Engagement: Offer a personalized, value-driven experience that encourages visitors to interact with your agency and explore your services further. Data-Driven Prospecting: Use real-time analytics and reporting to optimize your lead generation strategies and make smarter client acquisition decisions. Scalable Growth: Easily manage multiple widgets and workflows across clients or campaigns, making your prospecting process adaptable as your agency expands.All 3 steps in this procedure
Log in to the Prospecting Tool Dashboard: Access your Prospecting Tool account.
View Lead Details: Navigate to the prospect dashboard to view the details of the leads who filled out the widget form. The Leads will have "Forms tag" across their name.
Connect with Leads: Use the contact information and business details provided by the leads to reach out and convert them into successful clients.
Benefits for Agencies
Enhanced Lead Generation: Capture high-quality leads directly from your website using branded, interactive forms — helping convert casual visitors into qualified prospects.
Streamlined Client Acquisition Reduce manual effort by automating the identification, capture, and nurturing of potential clients, accelerating your sales cycle.
Improved Client Engagement: Offer a personalized, value-driven experience that encourages visitors to interact with your agency and explore your services further.
Data-Driven Prospecting: Use real-time analytics and reporting to optimize your lead generation strategies and make smarter client acquisition decisions.
Scalable Growth: Easily manage multiple widgets and workflows across clients or campaigns, making your prospecting process adaptable as your agency expands.
Benefits for SaaS Sellers
Targeted Outreach: Identify and engage with potential customers who are actively seeking solutions that your SaaS product offers.
Higher Conversion Rates: Prioritize leads based on their engagement and interest levels, focusing your efforts on the most promising prospects.
Streamlined Sales Process: Automate key aspects of the sales process, from initial contact to follow-up, allowing your sales team to focus on closing deals.
Insightful Analytics: Gain valuable insights into your prospecting efforts, enabling you to refine your approach and improve overall effectiveness.
Enhanced Customer Experience: Provide a seamless and personalized journey for potential customers, increasing their likelihood of choosing your SaaS solution.
With the Prospecting Widget, you’re not just collecting leads — you’re creating experiences, building trust, and automating growth.
Get started by embedding your widget today and turn traffic into conversion-ready opportunities with less friction and more value.
Frequently Asked Questions
Q: How many Prospecting Widgets can I create? A: You can create up to 8 Prospecting Widgets for different websites, campaigns, or use cases.
Q: Can I customize the widget submit button? A: Yes. You can customize the submit button background color, text color, and label text.
Q: Can I control which form fields are displayed? A: Yes. Input fields can be shown, hidden, marked optional, or marked required.
Q: What is Preview Mode? A: Preview Mode allows you to test widget styling, field behavior, and overall appearance before publishing the widget live on your website.
Q: Can leads manually enter business information? A: Yes. Manual business entry is supported for businesses that are not listed on Google or operate virtually.
Q: Are leads automatically added to the CRM? A: Yes. When a lead submits the widget form inside a Sub-Account with Premium Prospecting enabled, the contact is automatically added to the CRM.
Q: Can widget submissions trigger workflows? A: Yes. You can use workflows to automate follow-ups, pipeline creation, tagging, emails, SMS, and nurture campaigns.
Q: Can I customize widget fonts and branding? A: Yes. You can customize font family, font size, colors, backgrounds, and images to match your branding.
