Custom forms allow you to collect structured information from clients, leads, or collaborators. You can use forms to standardize intake, gather project details, capture leads, and collect feedback all within your CRM.
Forms are flexible and support a wide range of use cases, including:
Client intake information
Project questionnaires
Website lead capture
Feedback collection
File and document submissions
Workflow automation and scheduling triggers
Each form can be shared via link, embedded on your website, or sent directly to a client.
Creating your Form
Navigate to the left sidebar.
Select More → CRM → Forms.
Click New Form.
This opens the form builder, where you can add questions and customize your form.
Add questions to your form
Choose from multiple question types
You can build forms using a variety of question and content fields. This allows you to tailor each form to your workflow and the type of information you need to collect. Common question types include:
Short text answers
Long text responses
Multiple choice selections
File uploads
Informational text sections
You can combine different question types within a single form to create a structured and easy-to-complete experience.
Example form use cases
Forms can be adapted for different business needs, such as:
Client intake questionnaires
Project kickoff forms
Lead capture forms
Feedback surveys
Edit and organize form questions
After adding a question, you can adjust its settings directly within the form builder.
To edit a question:
Hover over the question
Use the settings toolbar
Available options include:
Mark the question as required
Move the question up or down
Delete the question
This allows you to control form structure and ensure required information is collected.
Share your form
Once your form is ready, you can share it in several ways. To share a form:
Click Send Form in the top right corner
Share via public link
Copy the public link
Share it through email, messaging, or other channels
Embed on your website
Copy the embed code
Add it to your website’s HTML
Send directly by email
Select a client from the dropdown
Add a message (optional)
Click Send Form
How to view forms responses
To view responses:
Go to Forms in your dashboard
Locate the form
Check the number in the Responses column
Click the response count
Each submission includes:
The client who submitted the form
All completed responses
The submission date