Turn Your Website Into a Lead Machine
A potential client visits your website, fills out a quick quote request form, and the inquiry lands directly in your CRM — complete with every detail you need to follow up. No copy-pasting from email. No missed leads. Just new business, flowing in while you sleep.
Your Marketing Code Is Your Secret Weapon
The moment you sign up for Pixie Dust CRM, you get a unique marketing code. You'll find it on your dashboard and in Settings — it's short, easy to remember, and it's yours. Think of it as the key that connects every lead back to you.
That code links the public quote request form to your account. When someone submits a request using your code, the inquiry shows up in your bookings automatically. No middleman. No forwarded emails. Just a new lead, ready for you to follow up.
And you don't have to build the URL yourself. Just tap the link icon next to your marketing code on the dashboard, or tap “Copy Lead Form Link” in Settings. The full shareable URL is copied to your clipboard in one tap — paste it wherever you want.
Where to Share Your Code
- •Your website — add the form to your homepage, about page, or a dedicated “Request a Quote” page.
- •Social media bios — drop the link in your Instagram, Facebook, or TikTok profile. Anyone who finds you can request a quote instantly.
- •Business cards — print the URL or a QR code. Hand it out at events, meetups, or anywhere you network.
- •Facebook groups — when someone asks for a Disney travel agent recommendation, you've got a professional link ready to share.
Everywhere you market yourself becomes a lead capture point. One code, one form, and every submission tied directly to your CRM. It really is that simple.
What the Form Collects
The quote form isn't just a “name and email” box. It collects the real details you need to put together a quote — the kind of stuff you'd normally spend the first 15 minutes of a phone call asking about.
That's everything you need to follow up with a real, personalized quote — not a generic “thanks for your interest” email. By the time you open the inquiry, you already know who's traveling, where they want to go, and when. You can skip the intake and go straight to the good part: building the trip.
Inquiries Flow Right Into Your Pipeline
Here's the part that saves you the most time: when someone submits the quote form, the inquiry doesn't land in an email inbox you have to sort through later. It goes straight into your Pixie Dust CRM bookings as a new “Inquiry” status booking.
A client record is automatically created at the same time. You get a notification immediately, so you can follow up while they're still excited about the trip. Open the inquiry, review the details, create a quote — all without leaving the app. No manual data entry. No copying from emails.
What Happens When a Lead Comes In
- 1Someone fills out the quote form with your marketing code.
- 2A new booking with “Inquiry” status appears in your pipeline. A client record is auto-created.
- 3You get a notification right away — on your dashboard and on your phone.
- 4Open the inquiry, review the details, and build a quote. The client's info is already filled in.
This is the difference between treating leads like a chore and treating them like opportunities. When the busy work disappears, you can focus on the thing that actually closes trips: a fast, personal follow-up.
Put It Everywhere
The quote form lives at a clean, shareable URL with your marketing code built right in. No ugly tracking parameters. No technical setup required. Just a simple link that looks professional anywhere you put it.
The more places you share it, the more leads come in. Here's how the agents who are seeing the most traction are using it:
On Your Website
Link to the form from your site or add it directly to a "Request a Quote" page. Your visitors never have to leave your brand experience.
Social Media Bios
Drop the link in your Instagram, Facebook, or TikTok bio. Anyone who discovers you on social can go from "interested" to "lead" in 30 seconds.
QR Codes
Print a QR code on your business cards, flyers, or booth materials. People scan it, fill out the form on their phone, and you've got a new inquiry before the conversation is over.
Email Signatures
Add the link to your email signature. Every reply you send is another chance to capture a lead from someone in the conversation.
Every place you market yourself becomes a lead capture point. You don't need a fancy website or a developer to set this up. If you can share a link, you can start collecting leads today. That simple.
Frequently Asked Questions
How do I add the quote form to my website?
You don't need any technical setup. Your Pixie Dust account comes with a unique marketing code and a clean, shareable URL. Just copy the link from your dashboard or Settings page and add it anywhere — your website, social media bios, email signatures, or business cards. Anyone who clicks the link sees a professional quote request form tied to your account.
What information does the quote form collect?
The form collects name, email, phone number, destination type (Disney World, Disneyland, Universal, Cruise, and more), travel dates, number of guests, individual traveler names and ages, and a space for special requests. It's everything you need to put together a real, personalized quote without a single follow-up question.
Do quote form submissions create a client automatically?
Yes. When someone submits the quote form, a new client record and a new booking with “Inquiry” status are both created automatically in your CRM. You get a notification right away so you can follow up while the lead is still warm — no manual data entry required.
Can I customize the fields on the quote form?
The quote form is pre-built with the fields that Disney, Universal, and cruise travel agents need most. This keeps the experience consistent and ensures you always get the key details from every inquiry. The form is designed to collect exactly what you need to start building a quote without overwhelming the prospective client.
Is the quote form mobile-friendly?
Absolutely. The quote form is fully responsive and works great on phones, tablets, and desktops. Since many of your leads will find you through social media or QR codes, they'll often be filling out the form on their phone — and the experience is smooth and easy on any screen size.
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