Forms
Forms collect information through a public link or a form embedded on your website. Use them for lead capture, newsletter sign-ups, event registration, contact requests, and other repeatable intake.
Build a form
Section titled “Build a form”- Open Marketing → Forms.
- Click Create Form and pick a template (Newsletter, Contact Us, Event Registration, Talk to an Expert, Book a Meeting) or Start from blank.
- Add fields and spread them across one or more steps.
- Set up logic, styles, and settings.
- Preview on desktop and mobile, then click Publish.
Field types are single-line text, 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”| Panel | Use it for |
|---|---|
| Add | Add fields and steps. |
| Contents | See the form’s steps and fields. Click a field here or in the preview to edit its label, help text, validation, required state, width, and CRM mapping in the properties panel. |
| Logic | Show or hide a field when all or any conditions match. |
| Styles | Layout, colors, fonts, buttons, background, and progress bar. |
| Auto | Open Workflows that run when the form gets a new submission. |
| Settings | General options, submission handling, and sharing. |
Map fields to Contact, Account, or Deal properties when submissions should create or update CRM records.
Settings
Section titled “Settings”General
- Auto-create contacts makes a new contact when the email isn’t known yet.
- Pre-fill returning visitors fills in fields for people who submitted before.
- Contact assignment decides who owns new contacts: leave them unassigned, assign a specific user, or use Round-robin across selected team members. Existing contacts keep their owner.
Submissions
- Notifications go to the form creator by default. You can also notify the contact owner, chosen teammates, or outside email addresses. Submissions flagged as spam don’t send notifications.
- Spam protection can block chosen email domains, reject free email providers like Gmail and Yahoo, and add a hidden honeypot field to catch bots.
- On submission, show a thank-you message or redirect to a URL. For embedded forms, choose whether the redirect opens in the Entire browser page (recommended) or only inside the embedded form.
Share opens the share dialog with the direct link and the embed code.
Review results
Section titled “Review results”Open a form to see three tabs:
- Performance: submissions, conversion rate, records created, and spam blocked over the last 30 days.
- Analyze: submissions by source, status breakdown, and how often each field is filled in.
- Submissions: every response. Open one to see its answers and attribution (page URL, UTM values, Google and Facebook click IDs, and the matched campaign). Mark responses as Processed or Spam, delete them, or export the list.
When a submission’s utm_campaign matches a Campaign, the contact is linked to that campaign.
Forms can be duplicated, and archived when they should stop taking responses. Form statuses are Draft, Published, and Archived.