Forms Overview

The Forms section is where you build, publish, and embed forms to capture leads, run quizzes, take payments, collect feedback, and route data into your CRM and workflows. Every form supports 48+ field types, per-field validation, conditional logic, branching, theming, and a published public URL — plus embeds for any website.

What Forms Does​

When you need to collect input from a visitor — a name, an email, a survey response, a payment — you usually need three things:

1. A way to design the form — pick from a catalog of fields, give them labels, set rules.
2. A way to publish and share — a hosted URL plus embed code that drops onto any page.
3. A way to collect what comes back — submissions captured to your CRM with lead matching and downstream workflow triggers.

Forms gives you all three. You drag fields onto a canvas, configure their properties on the right, save and publish, then either share the public URL or paste an embed snippet onto your site. Every submission becomes a lead in your CRM and can fire workflows.

The Three Form Types​

Forms ships with three top-level form types. Pick one when you click Create Form — the choice shapes the rendering and which features are available.

Type	What It Looks Like	Use For
Premium	All fields stacked on one page; submit at the bottom	Lead capture, contact forms, applications, order forms, anywhere you want one continuous form
Conversational	One question per screen with Back/Continue navigation	Surveys, quizzes, multi-step onboarding, anything where you want focus per question
Popup	Premium-style form rendered in a modal overlay	Exit-intent capture, timed popups, scroll-triggered offers on existing websites

See Form Types for the deep-dive on which to pick.

The Form Builder At a Glance​

The builder has three columns:

• Left — Element Palette. Drag fields onto the canvas. Grouped by category: Contact & Personal, Input Fields, Choice Fields, Date & Time, Advanced, Conversational, Layout.
• Center — Canvas. Your form. Click any field to select it. Hover for the drag/duplicate/delete affordances.
• Right — Properties Panel. When a field is selected, shows that field's tabs: Properties, Validation, Logic, Style. When nothing is selected, shows the Form Designer with Colors, Styles, Themes, Templates, Settings.

The header has the form name, type badge, Edit / Preview toggle, Save, and Publish buttons.

What You Can Build​

Goal	How
Newsletter sign-up with name + email	Premium form, two fields, defaults, Submit
Multi-step onboarding	Conversational form with one screen per step
Lead-qualifying quiz with a personalized result	Conversational + variables + ending screens
Contact form on your existing site	Embed the form on any page
Exit-intent capture	Popup form with trigger=exit_intent
Sell a digital product	Payment field connected to Stripe
Show different fields based on previous answers	Conditional logic
Capture UTM params with each submission	Hidden fields seeded from URL
Map form data into your CRM contacts	Save-to-contact mapping

Building Blocks​

A form is built from these pieces:

Fields​

The 48 field types, organized into categories. From simple Text Input to specialty fields like Signature, Rating, Picture Choice, Address, Payment. See Field Types Reference.

Properties (per field)​

Every field has a Properties tab — label, placeholder, help text, required toggle, default value, contact-field mapping. Most field types add their own panel: number prefix/suffix, dropdown options, file upload limits, rating type, etc. See Field Properties.

Validation​

Inline validation rules per field — required, min/max length, regex pattern, email format, URL format, password rules. See Validation.

Conditional Logic​

Show or hide a field based on the value of another field. See Conditional Logic.

Style & Theming​

Colors, fonts, button styles, presets, layout density. Per-field width and label position with form-level defaults. See Style & Design.

Settings​

Submit button text, success message, redirect URL, required indicator style, progress bar. See Form Settings.

What Happens When Someone Submits​

1. The visitor fills out the form at your published URL or embedded location.
2. The browser POSTs to /api/forms/public/{slug}/submit with all field values.
3. The submission is recorded to the form_submissions table and a lead is created or matched in your CRM by name/email/phone.
4. The success path runs — show success message, redirect, or show a conditional ending screen.
5. Workflows fire if any are listening for new submissions on this form.

Submissions are queryable via the CRM and the dynamic-query API. See Submissions.

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Next Steps​

• Getting Started — Build your first form in five minutes
• Form Types — Premium vs Conversational vs Popup
• Field Types Reference — Every field type, what it does
• Publish & Embed — Share a public URL, embed on any site
• Submissions — Where the data lands and how to read it