Create a form

Build a public form that asks questions and, when submitted, creates a record in the object you choose (leads, contacts, orders or any object of yours). Share it by link, WhatsApp or email, or embed it on your site.

A form collects answers from outside people and, when submitted, creates a record in the CRM. You choose the target OBJECT: it can be Lead, Contact or any object you created, such as Order. Each form question writes to a field of that object.

Create from the screen

1. Open Settings and then Forms.
2. Name the form and choose the Target object (for example, Orders).
3. Add the questions: on each step, pick the object field the answer will fill and adjust the question text.
4. Mark as required the questions that cannot be left blank.
5. Save. The form starts disabled.

Activate and share

The form only accepts answers after it is activated. Click Activate and use the Share panel: copy the public link, send it by WhatsApp or email in one click, or paste the code snippet on your site.

Create with the assistant

You can also ask the AI assistant: say something like "create an orders form with name, product and quantity". It creates the form bound to the object and returns the public link. Remember to activate it in Settings and Forms to start receiving answers.

Advanced options

On the Settings → Forms screen, every form has features that apply to any target object (Lead, Contact or an object of yours such as Order), not just leads:

• Field types and validation (required, min/max, format).
• Conditional logic: show or hide a question based on another answer.
• Theme and appearance: colors, logo and cover image.
• Embed on your site: public link, iframe, popup and QR code.
• On-submit notifications: email, signed webhook and automation trigger.
• Anti-spam (honeypot and captcha) and a consent question (privacy).
• File upload as an answer.
• Save and continue later: the visitor resumes filling in via a link.
• Payment on submit through your Stripe account (fixed amount or from a field).
• Analytics and conversion funnel: views, starts, submissions and drop-off.
• Gallery of ready templates and multi-language forms.

The object's required fields still apply: if a required answer is missing, the record is not created. Each submission creates the record only in your organization.

Open this article inside the system →