Capture · Forms
Forms that fill your CRM, not your inbox
Build a form, embed it anywhere with one script, and every submission becomes a contact with a workflow behind it.
< 5 sec
from form submit to contact created
100%
of leads tagged with their source
0
CSV exports between tools
Illustrative
How it works
- 1
Turn it on
Open Forms from the sidebar — it’s already included in your workspace.
- 2
Make it yours
Set it up with your own details, fields, templates or staff in a few minutes.
- 3
Let it run
Connect a workflow so it works for you around the clock, even at 11 p.m.
What Forms does
Embed anywhere
Drop the form loader script on any site — yours, WordPress or a landing page.
Map to contact fields
Send answers straight into standard and custom fields.
Trigger workflows
Use “form submitted” to start an instant WhatsApp reply or assign staff.
Tag by source
Know which form, page or campaign each lead came from.
Embed anywhere
Try it here — no login
A small, working sandbox of the real thing.
CRM · New contacts
- Submit the form to create a contact
Works with
Workflow triggers
New lead · New WhatsApp API lead · Tag added · Pipeline stage changed · Form submitted · Appointment booked or updated
Workflow actions
Add tag · Remove tag · Add / update CRM · Change lead quality · Convert lead to customer · Add to contact group · Assign to staff · Assign to AI agent · Change appointment status · Grant course access · Revoke course access · Grant community access · Revoke community access · Send WhatsApp message · Send email · Internal notification · Webhook · Advanced webhook · Delay · Evaluate condition · Execute automation · Remove automation · Exit
Plans and limits
| Basic | Pro | Growth | |
|---|---|---|---|
| Forms | |||
| Contacts | 2,000 | 10,000 | 50,000 |
| Staff seats | 5 | 20 | 40 |
| Emails / month | 5,000 | 25,000 | 1,00,000 |
Forms questions
Yes. The embeddable loader works on any website that lets you add a script.