Create and Publish Forms

Creating a new form

Open the form builder

Go to Dashboard → Forms and click + New Form.
Name your form

Enter a name for internal reference (e.g., “Google Ads Landing Page — March”). The name is not shown to visitors.
Add fields

Use the field picker to add the input fields you want on your form. See Field types below.

Drag fields to reorder them. Click a field to edit its label, placeholder, or validation settings.
Choose notification recipients

Select which CRM users should receive form-submission notifications.
Configure the success message

Set the text shown to the visitor after they submit the form. Default: “Thanks! We’ll be in touch shortly.”
Publish the form

Click Publish. The form is now live and you can get the embed code.

Field types

Field type	Description
Short text	Single-line input for names, emails, phone numbers
Long text	Multi-line textarea for messages or additional context
Email	Text input validated as an email address
Phone	Text input for phone numbers
Dropdown	Select from a list of predefined options
Hidden field	Not shown to the visitor, pre-populated with a static value (e.g., campaign name)

Required fields

Any field can be marked as required. If a visitor tries to submit without filling in a required field, the form shows an inline validation message and blocks submission.

Form settings

Setting	Description
Form name	Internal reference label
Notification recipients	Which CRM users are notified on new submissions
Success message	Text shown after successful submission
Redirect URL	Optionally redirect the visitor to another page after submission (e.g., a thank-you page)
Status	Draft (inactive) or Published (active)

Lead defaults (recommended)

Before publishing, configure your form-level lead defaults so incoming submissions are routed consistently:

Lead source
Lead stage
Lead categories
Optional assignee
Optional default deal value

These defaults keep reporting and assignment clean across campaigns.

Editing a published form

You can edit a published form at any time. Changes take effect immediately — the embed code on your website does not need to be updated (it always loads the latest version of the form).

Duplicating a form

Open the form’s menu (three dots) → Duplicate. A copy is created in Draft state so you can modify it before publishing.

Deleting a form

Open the form’s menu → Delete Form.