Web forms that add customers

Build a form for your website, and every answer lands as a CRM record. No copying from emails.

1. Build the form from your CRM fields. You can start from a template or a Form Set.

2. Choose what happens on submission: the owner, the pipeline and stage, tags, any prefilled values, and what to do with duplicates.

3. Add a thank-you message, or send people to a page on your website.

4. Publish it as a link, a QR code or an embed on your website.

Every app's forms are also listed in Documents › Forms.

Updated 2026-10-24