Forms

Turn a web visitor into a record in your CRM

Build a form, publish it on its own link, and every submission lands in your workspace as a contact or lead - no exports, no re-typing.

Build the form you need

A full range of field types, with the validation rules you set.

Text, email, phone, number, date, dropdown, checkbox, radio, file and more
Mark fields required and set your own validation rules
Start from ready-made form templates and adjust them
Preview the form before anyone else sees it

Publish it anywhere

Each form gets a public link that works without a login.

Share the link, or point a button on your website at it
Works on mobile, in Persian, English and Arabic, right-to-left included
Show a thank-you message or redirect on to a page of your choice
Forms load fast and are keyboard accessible

Submissions become customers

The point of a form is what happens after submit.

Every submission is stored and searchable
New enquiries can create a contact or lead automatically
Automations can trigger from a submission - send an SMS, assign a task
Form reporting shows how many people started and finished

Frequently asked questions

Do people need an account to fill in a form?

No. Published forms are public and work without a login.

What happens to a submission?

It's stored against your workspace, can create a contact or lead automatically, and can trigger an automation - for example a confirmation SMS or a follow-up task.

Where to go next

The modules teams usually reach for alongside this one, and the industries that lean on it hardest.

Marketing Automation CRM & Sales Pipelines Customer Portal

This capability, in your industry

Education / Training Center CRM Medical Clinic CRM Wedding Venue Management CRM

Ready to grow with every customer?

Build your workspace and start the same day. Setup takes less than ten minutes.

Get started Talk to sales

One subscription · Every module included · No feature gates