The Form/Survey Builder folder holds general information about the builders. Use this section to learn how forms and surveys are created, configured, and shared so you can start capturing leads and feedback inside your CRM.

Frequently Asked Questions #

What is the Form / Survey Builder? #

It is the area of the CRM where you create and manage interactive forms and surveys used to capture contact information, feedback, and other submissions.

What is the difference between a form and a survey? #

A form is typically a single-page input used to collect contact details, while a survey can present questions across multiple steps or pages to gather more detailed responses.

Where do form and survey submissions go? #

Submissions are stored in your CRM and can create or update contact records, making it easy to follow up and trigger automations.

Do I need coding skills to build a form or survey? #

No. The builders use a drag-and-drop interface so you can add and arrange fields without writing any code.

Can I add forms and surveys to my website? #

Yes. Forms and surveys can be embedded on your website or shared through a direct link.

Where should I start? #

Begin by reviewing the general builder information in this section, then explore the individual articles on creating, configuring, and sharing your forms and surveys.