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Forms

Build multi-step forms, publish them on a public URL, and every submission becomes a contact in your CRM.

Overview

Forms is the unified capture primitive. Webinar signup, pre-qualification, NPS survey, feedback, you compose the form in /forms and serve it on /f/[slug], a full-screen, keyboard-first experience.

Each field has a type (text, choice, email, phone, GDPR consent). When an email is captured, the submission is automatically linked to an existing contact or creates a new one. No double entry.

Start from a ready-made template (webinar, NPS, pre-qualification, feedback) or a blank page. Conditional logic and scoring qualify leads before the first call even happens.

What the module does

Multi-step builder

Drag your fields, order them, set the required ones. Eight field types cover most capture needs.

  • Short text, long text, phone, email
  • Single choice, multiple choice, dropdown
  • GDPR consent with a custom label
  • An "Other" free-text escape hatch

Public /f/[slug] render

The published form is served on a public URL, one step per screen, keyboard navigation. Preview token to test before publishing. Configurable success screen or redirect.

Automatic contact merge

The submission goes through a SECURITY DEFINER RPC that rate-limits, dedupes and links to a contact via email. The anti-bot honeypot and UTM/tracked-session attribution are handled server-side.

Funnel and stats

Views, submissions, completion rate per form. You see where people drop off. Submissions from the last 7 days surface first.

Templates and scoring

Four starter templates. Scoring assigns points per answer and qualifies the lead above a threshold, with a dedicated redirect for qualified leads.

How to use it

  1. 01

    Pick a template

    From /forms, start from a template (webinar, NPS, pre-qualif, feedback) or a blank page.

  2. 02

    Compose the fields

    Add your fields, set the required ones, consent, the success screen.

  3. 03

    Publish

    The form goes live on /f/[slug]. Test it first with a preview token.

  4. 04

    Capture

    Each submission creates or links a contact, with source attribution.

  5. 05

    Measure

    Track views, submissions and completion rate in the form funnel.

Connections

CRM Chaque soumission devient un contact dans CRM Booking Un succès peut rediriger vers la prise de rendez-vous Analytics Les vues et soumissions alimentent les stats