Sell and engage · Available
Forms
Forms and surveys that land in the right record.
Forms builds versioned forms and surveys, hosted on the workspace site or embedded in another website. Submissions are stored, routed and mapped into records such as leads, subscribers, quote requests and job applications.
- marketing manager
- operations manager
- HR manager
What it changes
Why teams run Forms
- Submissions land as leads, subscribers, quote requests or job applications.
- Spam is kept out with honeypot, timing and rate-limit checks.
- Surveys measure satisfaction with NPS and ratings.
Capabilities
In Forms today
Each item below is built and in the product now.
- Available
Form builder with versions
Fields with validation, versions and publish.
- Available
Hosted link and embed
Hosted page on the workspace site and iframe embed for allowed origins.
- Available
Spam defences and consent
Honeypot, timing and rate-limit checks, plus consent capture on public forms.
- Available
Submissions inbox and duplicates
Stored submissions with a duplicate policy.
- Available
Map submissions to records
Web-to-lead, subscriber capture, quote requests, job applications.
- Available
Routing and autoresponders
Notifications, success actions, autoresponder and round-robin assignee.
- Available
File uploads
Upload fields stored as virus-scanned files.
- Available
Surveys with NPS
One-time answer links, scores, star ratings, NPS and results.
Not advertised as live yet
- PlannedSending surveys through CampaignsPlanned for a later release.
- PlannedStarting automations from a formForms write to records directly today.
On the same record
How Forms connects
What happens in Forms is already in these products, with nothing exported or re-typed.
See it working
A walkthrough with the people who build it.
We show Forms on a real workspace in a demo call, with your own kind of data, rather than with stock screenshots.
Questions
Forms, answered plainly.
Is Forms available today?
Yes. Everything listed under "In Forms today" is built and in the product now. Anything planned is listed separately and marked.
Can I use Forms on its own?
Yes. Switch on Forms alone and add other products when you need them. What you entered is already there for them.
What does Forms work with?
It writes into or reads from CRM, Campaigns, Sales, People, Sites, Loyalty, on the same record, so nothing is exported or re-typed.
Which countries is it for?
Sri Lanka first, then the United Kingdom, Canada, Australia and the United States: their currencies, address formats and week starts are already settings. Tax and payroll rates are unverified until an accountant signs them off.