Lead Capture Forms and Multi-Step Surveys
Capture inquiries, qualify prospects, and route customer data straight into your CRM without manual entry, lost emails, or third-party connector fees.
Turn Website Visitors into Organized Contact Records
When a prospect fills out a form on your site, sending that lead to an email inbox or a disconnected spreadsheet means slow follow-up. Your forms create or update a client profile the second they hit submit, so your records stay organized in real time.
8 leads
6 with no follow-up
NameEmailSubmittedStatus
Sarah M.sarah@email.com12 days agoNo follow-up
James R.james@email.com9 days agoReplied
Lisa C.lisa@email.com8 days agoNo follow-up
Mike T.mike@email.com6 days agoNo follow-up
Amanda F.amanda@email.com5 days agoNo follow-up
David P.david@email.com3 days agoReplied
Rachel K.rachel@email.com2 days agoNo follow-up
Tom B.tom@email.com1 day agoNo follow-up
FieldsStylesOptions
StandardCustom Fields
Full Name⇵
First Name⇵
Last Name⇵
Phone⇵
Email⇵
Organization⇵
Address⇵
ActionsActionsSettingsHistory
Add New
Workflow Trigger
Workflow Trigger
+
✉ Send Confirmation Email
+
⏱ Wait 2 Hours
+
💬 Send Follow-up SMS
+
🏷 Add Tag: New Lead
Multi-Step Surveys Built to Qualify Before You Call
Filter out bad-fit prospects before you spend time on the phone. Build surveys that ask one question at a time with a progress bar, use branching logic to tailor follow-up questions to each answer, and set disqualification rules that screen out the wrong leads automatically.
Custom Fields, File Uploads, Signatures, and Payments
Collect exactly what your team needs to quote a job — text fields, dropdowns, checkboxes, date pickers, file uploads for photos or documents, e-signatures, and a payment field connected to Stripe with optional order bumps. Every submission can trigger internal staff notifications or a full workflow sequence.
✉ Assign to
✓ Mark as Read
SMSEmail
Type a message...
Sarah Mitchell • (555) 123-4567
Get a Free Quote
Name *
Sarah Mitchell
Email *
sarah@email.com
Phone
(555) 123-4567
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Form & Survey Features
Capture information. Trigger action. Keep moving.
| Feature | What You Get |
|---|---|
| Form builder | Drag-and-drop editor with pre-built templates |
| Field types | Text, dropdown, checkbox, date picker, file upload, signature, phone, address |
| Conditional logic | Show/hide fields, redirect, disqualify — AND/OR chaining |
| Survey mode | One-question-at-a-time with progress bar |
| Payment forms | Stripe integration with order bumps |
| Embed options | Inline, popup, sticky sidebar, polite slide-in |
| CRM integration | Every submission auto-creates contacts and triggers workflows |
| Custom styling | Full control over colors, buttons, fonts, layout |
| Branching & scoring | Route respondents to different paths; auto-qualify leads |
| See Pricing |
Form tools like Typeform cost $300–$600/yr. Yours is included.
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