Forms

Build publishable forms for demos, contact, quotes, and support. Submissions create leads and can feed workflows and chat.

Create a form

1. Step 1: Start a new form

   Open Forms and create a new form. The builder opens in Draft until you publish.

   

2. Step 2: Assign an audience

   Use Assign audience so form fields map to lead columns and submissions land in the right list.

3. Step 3: Add fields

   From Add field, drag or click Text, Email, Phone, Dropdown, Checkbox, Date, Rating, File upload, and more. Add steps for multi-step flows.

4. Step 4: Configure settings

   Open the Settings tab for slug, thank-you behavior, and submission options.

   

5. Step 5: Preview and Publish

   Use Preview, then Publish when the form is complete.

Share a form

1. Share link

   Copy the public form URL for emails, ads, or social posts.

   

2. Embed

   Paste the embed snippet on your website for an inline form.

   

3. Chatbot / pre-chat

   Attach a form to the chat widget so visitors can submit before or during a conversation.

   

Manage forms

1. Edit

   Open an existing form to change fields or settings.

   

2. Duplicate

   Duplicate a published form to create a draft variant quickly.

   

3. View submitted leads

   Open submissions to jump into the leads that came from this form.

   

4. Delete

   Delete unused drafts carefully — published forms may still receive traffic until removed from your site.