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The Forms builder lets you create fully custom forms for lead capture, appointment scheduling, event registration, payment collection, and more. Forms can be embedded on funnels, websites, or external sites.
Forms builder

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Creating a form

1

Navigate to Sites > Forms

Click Sites in the left sidebar, then select Forms. Click + Add Form.
2

Build the form

The form editor opens on the Form Element tab. Drag and drop fields from the left panel onto the form canvas. Use:
  • Quick Add — standard fields like name, email, phone, and message
  • Custom Fields — fields mapped to contact or opportunity custom fields in your CRM
3

Style the form

Switch to the Styles tab to customize layout (Single Column, Two Column, Single Line), colors, and fonts. Select a field to adjust its width within a multi-column layout.
4

Configure form settings

Switch to the Options / Settings tab to configure:
  • On Submit — redirect to a URL, show a message, or show an order confirmation
  • Facebook Pixel ID — track form views and submissions
  • Sticky Contact — pre-fill fields for returning visitors using browser cookies
  • Timezone Capturing — collect the contact’s timezone on submission
  • GDPR Compliance — use GDPR-friendly fonts
5

Save the form

Click Save in the top-right corner.
Form styling

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Embedding a form

Click Integrate in the top-right corner of the form editor to get the embed code. Choose from four embed layout types:
LayoutDescription
InlineEmbedded within the page content
PopupAppears as an overlay — can be closed but not minimized
Sticky SidebarStays anchored to the side of the screen while scrolling
Polite Slide-InSlides in from the bottom, stays briefly, then disappears
Set the Trigger Type to control when the form appears:
  • Show on Scrolling — triggers after the visitor scrolls a set percentage
  • Show after N seconds — triggers after a time delay
  • Always show — appears immediately on page load

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Form list and actions

The Forms list shows the name, last-updated date, and the user who last edited each form. Use the three-dot Actions menu to:
  • Edit — open the form builder
  • Preview — view the form as a visitor
  • View Submissions — access all submitted responses
  • Duplicate — copy the form
  • Share — share the form to another CRM location
  • Move to Folder — organize forms into folders
  • Delete — permanently remove the form (all submissions are also deleted)
Form analytics

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Analyzing form performance

Click Analyze Forms from the forms list to view submission rates, conversion data, and field completion statistics. Use this data to identify which fields cause drop-off.
Show or hide fields based on a visitor’s previous answers. Navigate to the form builder, click a field, and configure conditions under the Conditional Logic tab. This keeps forms short and relevant for each visitor.
Form conditional logic
Add a Products element to a form to collect payment at submission. Supports one-time and subscription products connected to your payment integration.
Pass values via URL query parameters (e.g. ?email=jane@example.com) to pre-fill form fields. Useful for personalized campaign landing pages.
Go to the form’s Settings tab and configure Notifications to receive an email alert every time a form is submitted.
If you delete a form, it is permanently deleted along with all its submission data. Export submissions before deleting if you need to retain the data.
Use Sticky Contact on customer-facing forms so returning visitors do not need to re-enter their details. Be aware that this feature uses browser cookies, so team members should use incognito mode when entering data for different contacts.
Last modified on March 4, 2026