Forms
Build multi-step forms, publish them on a public URL, and every submission becomes a contact in your CRM.
Overview
Forms is the unified capture primitive. Webinar signup, pre-qualification, NPS survey, feedback, you compose the form in /forms and serve it on /f/[slug], a full-screen, keyboard-first experience.
Each field has a type (text, choice, email, phone, GDPR consent). When an email is captured, the submission is automatically linked to an existing contact or creates a new one. No double entry.
Start from a ready-made template (webinar, NPS, pre-qualification, feedback) or a blank page. Conditional logic and scoring qualify leads before the first call even happens.
What the module does
Multi-step builder
Drag your fields, order them, set the required ones. Eight field types cover most capture needs.
- Short text, long text, phone, email
- Single choice, multiple choice, dropdown
- GDPR consent with a custom label
- An "Other" free-text escape hatch
Public /f/[slug] render
The published form is served on a public URL, one step per screen, keyboard navigation. Preview token to test before publishing. Configurable success screen or redirect.
Automatic contact merge
Each submission is rate-limited against abuse, deduplicated and linked to the right contact via email. Bot protection and visit source tracking are handled automatically.
Funnel and stats
Views, submissions, completion rate per form. You see where people drop off. Submissions from the last 7 days surface first.
Templates and scoring
Four starter templates. Scoring assigns points per answer and qualifies the lead above a threshold, with a dedicated redirect for qualified leads.
How to use it
- 01
Pick a template
From /forms, start from a template (webinar, NPS, pre-qualif, feedback) or a blank page.
- 02
Compose the fields
Add your fields, set the required ones, consent, the success screen.
- 03
Publish
The form goes live on /f/[slug]. Test it first with a preview token.
- 04
Capture
Each submission creates or links a contact, with source attribution.
- 05
Measure
Track views, submissions and completion rate in the form funnel.