Forms

The Forms module lets you create lead capture and data collection forms with a drag-and-drop builder. Forms can be shared via a public link or embedded on your website. When someone submits a form, a contact is created or updated automatically.

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Forms List

The forms page shows all your forms with their name, status (active or inactive), submission count, and creation date. Forms can be organized into folders.

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Creating a Form

1. Click Create Form
2. Enter a form name
3. You are taken to the form builder

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The Form Builder

The builder uses drag-and-drop to compose your form.

Available Field Types

Configuring Fields

Click any field to configure it:

• Label - The field name shown to the user
• Placeholder - Hint text inside the input
• Required - Whether the field must be filled out
• Help text - Optional description shown below the field
• Options - For dropdowns, radio buttons, and multi-select: the list of choices
• Default value - Pre-filled value

Reordering

Drag fields up or down to change their order.

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Conditional Logic

Show or hide fields based on another field's value. For example, show a "Company size" dropdown only when the "Type" field is set to "Business."

Setting Up Conditions

1. Click a field in the builder
2. Open the Conditions section
3. Define the rule: "Show this field when [other field] [operator] [value]"
4. The field is hidden by default and appears only when the condition is met

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Contact Mapping

Each form field can be mapped to a contact field so that submissions automatically create or update contact records.

How It Works

• Email field → Matched to the contact's email address (used to find existing contacts)
• First name, last name, phone, company → Mapped to standard contact fields
• Custom fields → Mapped to any custom field you have defined in settings

When a submission comes in:

1. If a contact with the submitted email already exists, their record is updated
2. If no match is found, a new contact is created
3. The submission is logged in the contact's activity timeline

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Form Settings

Confirmation

Choose what happens after someone submits the form:

• Message - Show a thank-you message on the same page
• Redirect - Send the user to a URL of your choice

Notifications

Configure who gets notified when a form is submitted:

• Email notifications to specific team members
• In-app notifications

Status

Toggle a form between Active (accepting submissions) and Inactive (submissions blocked).

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Publishing and Sharing

Public Link

Every form has a unique public URL. Share this link directly with anyone - they can fill out the form without logging in.

Embed Code

Copy the embed code to add the form to your website. The form renders inside an iframe that adapts to your page layout.

Styling

The form inherits basic styling from your brand settings. The public form page displays your logo and brand colors.

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Submissions

Viewing Submissions

The Submissions tab on each form shows all responses in a table. Each row is a submission with the values entered for each field, the submission date, and a link to the contact record that was created or updated.

Filtering

Filter submissions by date range or search by content.

Exporting

Export all submissions as a CSV file for analysis or import into other tools.

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Multi-Step Forms

Forms can be split into multiple pages (steps) for longer forms. Each page shows a subset of fields, with navigation buttons to move between pages. A progress indicator shows how far through the form the user is.

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Summary