Creating a Form
- Go to Forms โ Create New Form
- Name your form and add a description
- Add fields: text, email, phone, dropdown, checkbox, file upload, and more
- Configure required fields and validation rules
- Set up a success message or redirect URL
- Choose what happens on submission: create contact, add tags, trigger automation
Embedding
Each form gets a unique embed code and a direct link.
Embed code โ Copy the HTML snippet and paste it on any webpage.
Direct link โ Share a standalone URL that opens the form in a clean page.
Funnel integration โ Add form elements directly in the funnel builder.
Submissions
All submissions are stored and viewable in Forms โ your form โ Submissions
Contacts are auto-created from form submissions (if email or phone field exists)
Export submissions as CSV for further processing
Trigger automations on form submission (welcome email, WhatsApp message, etc.)