Web forms

Build a form once, drop it on any page, watch contacts land in your pipeline. No Zapier. No middleware. No monthly fee.

Step 1: Create the form

1. Go to Web Forms in the left sidebar.
2. Click New form. You will land in the editor on the Build tab.
3. Give the form a name at the top - this is only for you, not visible to visitors.
4. Add fields from the left panel. Short text, long text, email, phone, dropdown, radio, checkbox, consent tick, hidden fields and section headers are all available.
5. Click any field to change its label, placeholder, help text, required flag, and how it maps onto a contact record.
6. Drag the handles to reorder. Delete any field with the little cross on the right.

Step 2: Wire the settings

1. Open the Settings tab.
2. Set the Thank-you message visitors see after submitting. Or set a Redirect URL if you would rather send them to a specific page.
3. Add a Notification email address (or a comma-separated list) so you find out the moment someone submits.
4. Add any Tags to apply - useful for pipeline automation and reporting later.
5. Choose the Pipeline stage new leads should drop into. Default is New lead.
6. Leave the honeypot on. Add a Cloudflare Turnstile key if you are being hammered by spam.

Step 3: Publish

Click the Publish button in the top right. Only published forms accept submissions. Drafts return a friendly "form not available" page.

Step 4: Share the form

Open the Share tab. Three ways to use the form:

• Hosted URL - the form on its own centred page. Best for email footers and quick shares.
• Iframe embed - drop the snippet into any page's HTML. The form appears in a frame at whatever height you set.
• JavaScript embed - the best option. The form renders directly in the host page using an isolated shadow root, so nothing on the parent page can style it accidentally.

Step 5: Verify with a test submission

1. Click Preview at the top of the editor. This opens the hosted URL in a new tab.
2. Fill the form as a real visitor would.
3. Return to the CRM and open Submissions on the form's card.
4. You should see your test entry at the top, with the contact linked.
5. Delete the test entry to keep your data clean.

GDPR and consent

Every form ships with a Consent tick field pre-configured. Edit its label to spell out what the visitor is consenting to. If you need double opt-in, tick Send verification email in the form settings (available in a future release). All submissions store the IP address for spam analysis and are automatically hashed after 30 days.

Troubleshooting

• Submissions never arrive - check the form is Published. Drafts silently refuse submissions.
• Notification emails missing - check the address is set in Settings, and that your SMTP is configured under Settings > Integrations.
• Duplicate contacts - shouldn't happen. The form uses email OR phone-tail deduplication. If you see duplicates, check the form actually collects one of those fields.
• Spam through the honeypot - turn on Cloudflare Turnstile. It is free and works in seconds.