Forms & Lead Capture

The form builder lets you create multi-step intake forms, surveys, and questionnaires with a drag-and-drop interface. Eight field types cover text, email, phone, dropdown, checkbox, radio, textarea, and date inputs. Conditional logic shows or hides fields based on previous answers, keeping forms concise and relevant.

Every form gets a public URL and an embeddable widget. Share the link directly, embed the form on your website, or add it to a landing page. Submissions flow into the platform in real-time with no integration setup required.

When a form is submitted, the system automatically creates or updates a CRM contact. Map form fields to contact properties, assign tags, and set lifecycle stages on submission. Duplicate detection matches on email address, so returning leads update their existing record rather than creating noise.

Form submissions fire events that trigger workflows. Route new leads to the right team member, send a confirmation email, add the contact to a drip sequence, or create a deal in the pipeline -- all automatically. The combination of forms and workflows eliminates manual data entry and ensures no lead falls through the cracks.