How to Create And Customize Prospecting Widgets For Your Website With HighLevel

5 min read

Category: HighLevel Automations

Published: June 10, 2026

Imagine this. You just spent a massive amount of money driving high-intent traffic to your agency website. Business owners are clicking your ads, reading your service pages, and scrolling through your case studies. You feel great about the traffic volume.

But then you check your CRM. Crickets. Your basic contact form is completely ignored. Prospects are visiting your site, getting absolutely no immediate value, and bouncing straight to your competitor. You are essentially paying for traffic just to let it slip right through your fingers.

A static contact form is a massive conversion killer. Your visitors want to see immediate value before they hand over their email address. HighLevel just solved this completely with the new Prospecting Widgets.

This feature lets you embed a fully customizable lead capture form directly on your site that generates an instant, highly detailed Marketing Audit Report for your visitor.

You give them undeniable value upfront, and their contact details drop right into your pipeline. Let us build your ultimate lead magnet.

Part 1: Unlock the Premium Tools

Before you can embed these conversion engines, you need to unlock the feature inside your account.

  1. Navigate to the Prospecting section inside your Agency View.
  2. Click the Upgrade button on your screen and follow the steps to activate the paid version of the prospecting tool.

Part 2: Build and Customize Your Widget

Ready to streamline this? Here is exactly how to do it in 60 seconds:

  1. Navigate back to the Prospecting section in your Agency View, or open the Marketing tab inside a specific Sub-Account.
  2. Create your new widget. You can build up to 8 different widgets for various websites or distinct client use cases.
  3. Customize the form heading, upload custom background or header images, and choose your overall theme (Light or Dark) to perfectly match your website aesthetics.
  4. Dial in your specific brand identity by customizing the submit button color, text color, font family, and font size.
  5. Choose exactly which input fields are shown, hidden, optional, or required.
  6. Allow manual business entry so prospects can still get their report even if their business is not currently listed on Google.

Part 3: Preview and Embed on Your Site

Never push a new form live without testing the user experience first.

  1. Click into Preview Mode to review your styling updates, test field visibility, and validate the overall form behavior.
  2. Once your design is flawless, open the settings tab and generate your embed code.
  3. Log in to your website backend (like WordPress or Webflow) and paste the code into your dedicated lead generation page or sidebar.
  4. Visit your live page to ensure the widget loads without errors, fits your layout perfectly, and functions exactly as expected.

Part 4: Automate the Follow-Up

When a prospect fills out your form, you need to strike while the iron is hot. If you are using this inside a Sub-Account with Premium Prospecting enabled, the automations are incredible.

  1. The moment the widget is submitted, the prospect is automatically saved to your Contacts list.
  2. The system automatically applies a tag (like “New Prospect Received”) directly to the lead.
  3. Use this tag to instantly trigger powerful workflows. You can automatically send a welcome SMS, drop the lead into an active sales pipeline, and launch a long-term nurture sequence.

Part 5: Monitor Your Pipeline

You need to keep a close eye on the hot leads flowing into your business.

  1. Log in to your Prospecting Tool Dashboard.
  2. View the details of every lead who filled out the widget. These prospects will have a distinct “Forms tag” next to their name.
  3. Pick up the phone, use the business details provided in the audit, and convert them into successful clients.

With the Prospecting Widget, you are not just collecting random emails. You are delivering instant value, building trust, and automating your entire growth cycle.

If you are tired of building these operational bridges from scratch, visit hlprotools.com to see how we help agencies install world-class systems and automation seamlessly.

Cool Free Thing

You can generate hundreds of automated marketing audits and finally get the actual decision maker on the phone.

But getting their attention is only step one. When you finally ask for their business, they are immediately going to look for a reason to say no.

Trust is the biggest hurdle in any high-ticket agency sale. Authentic, documented client testimonials build that trust faster than the best pitch deck in the world.

The fatal mistake most agencies make is treating social proof like a random accident. They do great work and cross their fingers for a review. They never turn those wins into structured assets that actually help close the next deal.

I am giving you the exact automated workflow my team uses to consistently gather, refine, and organize client success stories. We ensure they are locked and loaded the moment you need them on a sales call.

👉 Grab the automated testimonial workflow right here.