CRM

Forms

Forms are the no-code way to capture leads. Build them with drag-and-drop, add logic and validation, and serve them full-page, embedded, or one question at a time. Every submission lands in your CRM as a lead.

Build a form

1. 1
   Add questions

   Leads → Forms → New form. Drag in fields — short text, choices, ratings, file uploads — and reorder them.
2. 2
   Add logic

   Show, skip, or jump to questions based on earlier answers, so each respondent only sees what's relevant.
3. 3
   Validate input

   Require formats like email and phone and mark fields as required, so you capture clean data.
4. 4
   Theme it

   Match your colors, fonts, and cover image, then choose full-page, embed, or one-question mode.

Share & embed

• Use the hosted link to share the form anywhere.
• Paste the embed snippet on your own site.
• Turn on one-question mode for a focused flow that lifts completion rates.

Submissions become leads

Every submission creates a lead with each answer mapped to a field and tagged by source. You're notified instantly, and the form_submitted trigger lets automations route, tag, or follow up right away. See Capturing leads and Triggers.

Analytics

Track views, starts, completion rate, and drop-off per question, so you can tighten the form and capture more leads over time.