Building forms
Create a form from scratch or a template using the drag-and-drop builder.
Form fields
Add text, dropdown, checkbox, date, phone, file, and other field types.
Form settings
Configure the form name, CRM field mapping, and general behavior options.
Form submission actions
Set what happens after a submission — redirect, show a message, or trigger a workflow.
Form notifications
Send email or SMS alerts to your team or the submitter when a form is completed.
Form styling
Customize fonts, colors, button styles, and layout to match your brand.
Conditional logic
Show or hide fields dynamically based on what a visitor enters.
Multi-step forms
Break a long form into multiple pages to reduce abandonment.
Embedding forms
Embed a form on any website, funnel page, or landing page using an iframe or script.
Form analytics
Track views, submissions, and conversion rates for each form.
File uploads
Allow contacts to attach documents, images, or other files when submitting a form.
E-signature forms
Collect legally binding electronic signatures directly within a form.
Spam protection
Enable CAPTCHA and other filters to block bot submissions.
Importing submissions
Bulk-import existing form submission data from a CSV file.
Getting started
1
Create a form
Navigate to Sites > Forms and click + Add Form. Choose to start from a blank form or select a template. Give the form a name that identifies its purpose.
2
Add and configure fields
Drag fields from the left panel onto the form canvas. Configure each field’s label, placeholder text, required status, and CRM field mapping so submissions populate the right contact data.
3
Set submission actions
In the form settings, choose what happens after a visitor submits: redirect to a thank-you page, display an inline confirmation message, or both. Connect a workflow to trigger automated follow-ups.
4
Embed or share the form
Copy the embed code or the direct form URL. Paste the embed code into your website, funnel page, or landing page. Share the direct URL in emails, SMS, or social media.
5
Monitor submissions
Review incoming submissions in the form’s submissions list. Check the analytics view to track conversion rates and identify drop-off if you are using a multi-step form.
Frequently asked questions
What is the difference between a form, a survey, and a quiz?
What is the difference between a form, a survey, and a quiz?
A form presents all fields at once (or across pages for multi-step) and is best for lead capture, intake, and file collection. A survey is a multi-slide experience suited to feedback and branching questionnaires. A quiz is a scored assessment that places respondents in result tiers. Forms are the fastest to build and handle the majority of lead-capture use cases. Surveys and quizzes have their own sections in the documentation.
Can I show or hide fields based on what a visitor selects?
Can I show or hide fields based on what a visitor selects?
Yes. The conditional logic feature lets you define rules that show or hide fields based on the value entered in another field. This keeps forms short for visitors who don’t need to see every field.
How do form submissions create or update contacts?
How do form submissions create or update contacts?
When a form is submitted, the platform checks whether a contact with the same email address or phone number already exists. If a match is found, the existing record is updated. If no match is found, a new contact is created. CRM field mapping in the form settings controls which contact fields are populated.
Can I collect file uploads through a form?
Can I collect file uploads through a form?
Yes. Add a file upload field to your form to let submitters attach documents, images, or other files. Uploaded files are stored in your account and linked to the contact record created by the submission.
How do I protect my forms from spam submissions?
How do I protect my forms from spam submissions?
Enable CAPTCHA in the form’s spam protection settings. This adds a verification step that blocks most automated bot submissions while remaining transparent to real visitors.
Can I collect an electronic signature on a form?
Can I collect an electronic signature on a form?
Yes. Add the e-signature field to a form to let contacts draw or type their signature. The signature is captured and stored with the submission, making it suitable for agreements, consent forms, and intake documents.