Before changing a website form
The current Admin > Forms workspace manages internal forms for tasks. It does not provide a website enquiry-form editor or a Copy embed code action. See Internal Task Forms.
If your website already has a Neptune enquiry connection, ask Neptune support to confirm how it was configured before replacing its script, form, or forwarding rule. Website forms may use different connections; do not copy instructions from an older guide into a new installation.
Bring website enquiries into Neptune
A supported way to capture enquiry emails is to forward them to your organisation’s Neptune import email address. Find that address in the Leads workspace, or follow Email enquiry imports if your account still uses Enquiries.
- Copy your organisation’s import address from Neptune.
- Configure your website form or email forwarding rule to send enquiry emails to that address.
- Submit a test enquiry with recognisable test details.
- Check Neptune’s incoming lead or enquiry list.
- Review the extracted contact details and message before converting or following up.
If the enquiry does not appear, confirm that the website sent the email and that the forwarding address matches the one shown in Neptune. Give support the submission time and your organisation name; do not share API keys or passwords.
Automatic follow-up
Configure automatic replies through a sequence when your account supports it. Receiving an enquiry and sending an automatic reply are separate steps; a captured enquiry does not by itself prove that a reply was sent.
For US SMS follow-up, an imported enquiry does not automatically record permission to text the recipient. Keep evidence of the original written SMS choice, and ask an organisation administrator to record that service-SMS permission before sending. See US SMS consent.