Forms & lead capture

Forms let you build a branded form once and collect responses from anywhere. A public link you can share, or an embed you drop onto any website. Every submission is saved and automatically creates a lead in your CRM, and can trigger automations. Find it under CRM > Forms.

• A simple builder: add fields (short text, paragraph, email, phone, number, website/URL, name, dropdown, radio buttons, checkboxes/multi-select, single checkbox, line items/order, calculation), mark any as required, and reorder them. Dropdown/radio/checkbox choices are entered one per row (add or remove each option). Email, phone and name fields are mapped onto the new lead automatically.
• Hosted page + embed: a published form gets its own public page (a link you can share) and a copy-paste iframe embed for external sites. Drafts stay private until you publish.
• Ask a form inside a conversation: behind the paperclip in Team Chat, next to Poll, "Form: ask for answers" builds a small form without leaving the chat (a drop-down with an optional "other" box, a number, a short answer, remarks, tick boxes, yes or no, a date), or attaches a published form you already have. The people in that conversation answer it in place, once each, and can change their answer until you close it. Answers open as a summary (bars, totals and averages, remarks with names, who has not answered yet) and a sheet of who said what and when, with CSV. You choose whether everyone in the room sees the answers or only you and the admins. A form asked in a chat has no public link; on this page it says "In a chat", and its submissions carry a Who column.
• Straight into your CRM: each response is stored under the form with a timestamp and creates a Lead (source "form:<name>"), so your pipeline fills itself.
• Fires automations: a submission raises a "form.submitted" event, so an automation rule can notify an owner, create a task, and more (see Automations).
• Line items / Order: add an order table so people can pick multiple products with quantities and see live line totals and a grand total, exactly like an invoice. Choose the sources per field: a preset item list you define (or import once from Products), your live product catalogue, and/or free-text custom lines. Prices for preset and catalogue items are re-checked on the server at submit, so a tampered price is ignored.
• Calculation fields: add read-only computed fields that combine other fields. Pick an operation (sum, subtract, multiply, divide, average, percentage, min, max) and the fields to include, or write an advanced formula referencing {Field label} with functions like SUM, AVG, ROUND and IF. The value updates live as the visitor types and is recomputed server-side/on display so totals are always trustworthy.
• Data & analytics: open a form to see every submission in a sortable, filterable table you can export to CSV, plus an Analytics tab: submissions over the last 30 days, leads created, order revenue / average order value and top items for order fields, totals and averages for calculation fields, and answer distributions for choice questions.
• Every detail that arrived: the submissions table shows a column for each answer plus a “Came from” column with the site and page the response was sent from. If your website posts tracking details alongside the answers (channel, campaign, traffic source, referrer, device, first visit), each one is available in the Columns menu, included in the CSV once shown, and always listed in full when you click a row. Answers to a question you later removed from the form stay visible too. The Analytics tab breaks submissions down by where they came from, and by channel, source, campaign, medium and device when those are sent. Surveys use the same table: open a survey’s results and choose All responses.
• Repeating grid (data entry): add a grid field where a respondent picks from a dropdown (options you define, paste in, or connect to your Products catalogue) and types a value, then hits Enter to append a serial-numbered row with a live running total. Ideal for stock counts, order lists or any repeated line capture. Duplicate entries on the key column are blocked by default (toggle to allow), and columns are fully configurable (dropdown / text / number). Add a Date & time (auto) field to stamp each submission automatically. In the form’s Data view a “Grid entries” tab shows every row in a normalized, database-style table you can export to CSV (one row per entry, with the submission’s other answers alongside).

1. 1

   Build the form

   CRM > Forms > New form. Name it, add your fields, then set the submit-button label and a success message (or a redirect URL).

2. 2

   Publish it

   Set the status to Published and Save. Open it again to copy its public link or the iframe embed code from the Share & embed panel.

3. 3

   Share or embed

   Send the public link, or paste the embed snippet into your website. Anyone can fill it in. No login required.

4. 4

   Work the leads

   Click a form (or its submissions count) to open its Data tab: a table of every response you can search, filter and export to CSV. A long answer shows two lines and the whole thing when you hover over it; a submission nobody on the team has opened yet carries a green mark, the State column says New, Opened, Done or Spam, and a count of the ones not yet opened sits beside the tabs. Each response also creates a Lead in CRM > Leads; choose the new-lead status in the form settings.

5. 5

   Open a submission

   Click a row to open the submission’s own page: every answer in full, when it arrived, how long the person took to fill it in, where they came from and on what device. Beside the answers is the lead it created - the same record as under Leads, not a copy - with its status, owner, timeline, add to pipeline and convert to client. One press each: Reply by email (the Email compose box opens with their address and the submission quoted), Call, WhatsApp, Create task (a follow-up with a due date), Mark spam (the lead is set to Unqualified with the reason; you can take it back), and in the menu, correct the answers (the original is kept in the activity log) and print or save as PDF. Previous / next, or the J and K keys, walk through the submissions in the order of the table. Surveys and forms asked inside a conversation make no lead, so their page has a simple Mark done instead.

6. 6

   The four questions on the Analytics tab

   Pick a window (7, 30, 90 days or a year). Are people finishing the form: how many saw it, started it and submitted, how long it typically takes, and which question the people who left were on. Are we replying fast enough: the median time to the first logged note, outbound call or email after a submission, how many were answered within the hour, the same day, later or never, and the ones waiting right now with their age and owner. Which source turns into business: per referring site, submissions, the leads that became customers, and their value. When they arrive: by day, plus the busiest three-hour window of the week in your workspace’s time. Visits are counted from the day this went live, so older submissions have no visit behind them. The breakdowns of choice questions, order lines and grids stay underneath.