Build around the information you need
Start with contact fields, then add text, numbers, choices, dropdowns, or checkboxes. Use a description to explain the offer and a thank-you message to set expectations.
Make submissions easy to act on
Review answers in the submissions table and notify the relevant people by email or WhatsApp. Export and import records into leads when that is the next step in your process.
Give affiliates a trackable link
Record the referral code used to reach the form. Affiliates can share their personal version of the public link so the source of a submission remains visible.
How it comes together.
- 1Build and publish the form
- 2Receive answers and alerts
- 3Follow up or import into CRM
Setup & availability
Submissions are stored with the form. They do not automatically create CRM leads.
Detailed setup instructions