Forms collect information from customers, candidates or your own team: enquiries, feedback, sign ups, requests. Because forms are part of Wizard Application, each answer can do something straight away, such as add a lead, open a help desk ticket or create a task.
Before you start
Forms are on the Professional and Enterprise plans.
Create the form
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Add the form
Open Forms in the sidebar and add a new form. Give it a name and a short description, and write the success message people see after they submit.
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Add your fields
In the builder, select Add field and choose a type: text, paragraph, email, phone, number, date, a dropdown, single or multiple choice, an on and off switch, or a file upload. Use sections to split a long form into parts.
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Get told about answers
Switch on email notifications and list who should get an email for each new submission.
Put the answers to work
In the form's settings, choose what happens when someone submits:
- Create a lead with a status and an owner. Match your form fields to the lead's name, email, phone, company and notes.
- Create a help desk ticket with the priority you choose.
- Create a task in a project, with an assignee and a title made from the answers.
- Send them on to book. Routing rules send people to a booking page based on their answers, with their name and email already filled in. Set where everyone else goes if no rule matches.
If you switch on anonymous submissions, answers are saved but no leads, tickets or tasks are created.
Share it
- A link. Switch on Public Access so anyone with the link can fill it in, then copy the link. Without it, only people who can log in to your workspace can open the form.
- By email. Use Send Form to email the link to people with a message of your own.
- On your website. Switch on Available for website and add the form to a page with the website builder.
Read the answers
Every answer is saved under the form's submissions, where you can open each one to see everything they sent.
For more, see Forms.