Form information will be found in the Forms folder. This section covers how to create, manage, and use forms within your CRM to capture leads and information from your contacts.

Frequently Asked Questions #

Where do I find form information? #

All form-related documentation is located in the Forms folder within the knowledge base.

What can I do with forms in the CRM? #

Forms let you capture leads, collect contact details, and route submitted information into your CRM workflows automatically.

Can I customize the fields on a form? #

Yes. You can add, remove, and rearrange fields to collect exactly the information you need from each submission.

Are form submissions stored automatically? #

Yes. Submissions are captured and associated with the corresponding contact record in your CRM.

Can forms trigger automations? #

Yes. Form submissions can be used as triggers to launch workflows, send notifications, and update contact records.

Where can I learn more about building specific form types? #

Browse the other articles in the Forms folder for step-by-step guidance on building and configuring individual forms.