Public forms

Under Settings → Forms you build forms that anyone can fill in without signing in. A form has its own address, /f/{token}, which you embed or link on your website.

Create a lead form

1. Open Settings → Forms and create a form.
2. Choose the target A deal in the pipeline, then the stage new deals should land in and who owns them.
3. Add the fields you want to ask for.
4. Copy the form’s link and put it on your website.

Each submission creates a deal with the submitted details. If the form asks for marketing consent, the consent is stored on the deal as evidence, with the time and the text the person agreed to.

Forms on your own record types

A form can also create records of a custom entity, with the same validation as in the app. See Custom entities.