Form Builder Overview

This tab allows you to build data capture forms for all kinds of scenarios like capturing new leads on your website, or collecting data when someone schedules on your calendar.

Note: We highly recommend, whenever possible, to build and use forms within the system vs using 3rd party tools. This greatly reduces the risk for breakdowns and disconnection.

Form List

Search Forms By Name

If you have a long list of forms, you can search for a specific form by typing the name of that form here.

Filter By Name

Here you can filter your current form list by their name.

Filter By Form ID

Each form has a unique ID. You can filter your current form list by form ID by clicking here.

Filter By Form Status

Forms can either be live or in a draft status. You can filter your current form list by status by clicking here.

Edit Form

Click this button to edit a current form.

Copy/Delete Form

If you'd like to copy a form to this location or another location in your CRM, click this button and select "copy". You can also select "delete" if you wish to delete this form.

If you delete a form, it will be permanently deleted.

Create New Form

When you are ready to create your own form, you simply click the "Create new form" button! To learn about creating forms, click here: Create & Edit Forms