Creating and sharing a form

Forms let you collect information from your customers or your own team and turn it into CRM records automatically. You build a form once, decide who can fill it out, and share it.

Public or internal

Every form is one of two types, set under Visibility in the form's settings:

• Public link. Anyone with the link or embed code can fill it out, including people who are not signed in. Use this for lead capture, contact requests, and anything customer facing.
• Internal only. Only signed-in workspace members can fill it out from inside the app. Use this for intake, inspections, and employee data.

The type changes how a submission connects to your CRM, so choose it deliberately. See How form submissions connect to your CRM for the details.

Building the form

Open Marketing → Forms, create a form, then drag fields onto the canvas. Each field has a label, optional help text, and a Required toggle in the properties panel on the right. Field types include short and long text, email, phone, number, date, dropdowns, checkboxes, an address block, file upload, and record lookups.

When the draft looks right, click Publish. Publishing takes a snapshot, and people always fill out the published version, so you can keep editing the draft without changing the live form until you publish again.

Sharing

Public forms can be shared three ways, all under Embedding in settings:

• A hosted link you can send to anyone.
• An inline embed that places the form directly on a page of your website.
• A popup embed that opens the form in a button-triggered dialog.

Internal forms are filled from inside the app by workspace members.

After a submission

Under After submit you can show a thank-you message or redirect the submitter to a URL. Under Notifications you can email specific teammates whenever the form is submitted and show them an in-app alert.