Forms
Forms collect structured information through a public link or website embed. Use them for lead capture, registration, qualification, feedback, and other repeatable intake flows.
Build a form
Section titled “Build a form”- Open Marketing → Forms.
- Click New Form and choose a template or start blank.
- Add fields and arrange them across one or more steps.
- Configure logic, design, automation, and submission settings.
- Preview the form, then publish it.
Available building blocks include single- and multi-line text, email, phone, URL, number, dropdown, multiple checkboxes, date, checkbox, file upload, country, section heading, and paragraph text.
Builder panels
Section titled “Builder panels”- Fields controls labels, descriptions, validation, required state, width, and CRM field mapping.
- Logic shows or hides a field when all or any configured conditions match.
- Design controls typography, colors, background, borders, buttons, progress, and transitions.
- Automation links to workflows triggered by a form submission.
- Settings controls the form title, behavior, notifications, spam protection, thank-you action, and sharing.
Map fields to CRM fields when submissions should update known records. You can also auto-create a Contact for an unknown email and pre-fill returning visitors.
Submission settings
Section titled “Submission settings”Submission notifications go to the form creator by default. You can also notify the known Contact owner, selected workspace members, or external email addresses.
Spam controls can block selected domains, reject free email providers, and enable honeypot protection. After a successful submission, show a rich-text thank-you message or redirect the visitor to another URL.
Publish, share, and review
Section titled “Publish, share, and review”Published forms can be shared through a direct link or embedded on a website. A form record includes performance and submission views. Review individual responses, mark them as processed or spam, delete them when permitted, or export the submission list.
Forms can be duplicated for reuse and archived when they should no longer collect responses.