Forms

1Build a form

1. Open Forms and press New form. The builder walks six steps: name it, add questions, choose what happens after, brand it, protect it, share it. Every control has a plain explanation next to it.
2. Or let the AI draft it. Describe the form you need, or paste a raw list of questions from any document. A mapped, multi-step draft appears with every question kept in order and typed sensibly.
3. Map answers to fields. Each question can write to a contact field, a tag, a custom field, a found-or-created company, or the deal the form creates (including its amount). One-click suggestions appear as you build, and you can create a new custom field without leaving the builder.
4. Group questions into steps. Multi-step forms show a progress bar, autosave every step, and let people resume from any device. Nobody loses their answers at question nine.

2Publish and share

1. Pick the address. As you type the form's public address, the builder checks it live and tells you if it's taken. A published link always points at your form.
2. Use the hosted page or embed it. The hosted page inherits your logo, colors, and font automatically. The embed drops into your own website with one snippet.
3. Decide what happens after submit. A thank-you message, a redirect, or a closing step: a payment button, a live scheduler, an e-signature, or a Zoom event registration, right on the finish screen.

Personal links

Send a contact their own link and the form greets them by first name, skips every question you already know the answer to, and files the submission onto their exact record. A forwarded link can reveal a first name, never an email or phone, and there's always a "Not you? Start fresh" way out.

Mass-personalized invites

Drop {{personal_form_link:your-form}} into a campaign and every recipient gets their own greeted, pre-trimmed link. One send, thousands of personal forms.

3Where submissions go

1. Contacts, always. Every submission finds or creates the contact and lands on their timeline.
2. Deals, if you want. The form can open a deal with a templated name like {{ask_amount|currency}} rendering as $250,000.
3. A Convoy board, if you're triaging. Route a form to Convoy and every submission becomes a row on an auto-built intake board, one column per question, linked to the contact and deal.
4. Automations, instantly. form.submitted fires the moment someone finishes, and form.partial_save fires when someone starts but walks away, with a resume link ready to send. Abandoned signups can win themselves back.

4Keep the junk out

The quiet defenses

A honeypot that feeds bots a fake success, throwaway-email blocking, rate limits, and phone validation with country codes. All on by default, all invisible to real people.

Lock the doors further

Embed origin locking (submissions only from your own sites), IP allow and deny lists, and an optional invisible challenge when you want the extra gate. No CAPTCHA wall for humans.

Texting consent

The SMS opt-in checkbox is built to carrier standards: unticked by default, message-specific wording, and the exact text stored as consent proof.

The funnel

Views, starts, abandons, and submissions per form, so you can see where people drop off.