Create a form, share or embed it, and route submissions into your CRM.
Follow these steps
1
Create the form
In Forms, create a new form with a name and a type — lead capture, contact/enquiry, survey, or event registration — then open the builder.
2
Add fields
Drag fields from the palette onto the canvas: standard lead or sales fields (like email or company), or a custom field of your own. Set each field’s label, whether it’s mandatory, and how much row width it takes.
3
Add actions to route submissions
Define what happens on submit — create a lead, create a sales opportunity, notify the form owner, send a webhook, run AI analysis, or tag the submission. An action can run conditionally, and you can combine several conditions with "match all" or "match any" logic.
4
Publish and share it
Publish the form, then share its public link or copy the embed snippet to drop it into any page as an iframe.
5
Review submissions
Each submission arrives with a computed score, spam/duplicate flags, and the UTM source it came from. The form’s Analytics tab summarizes totals and top sources.
Order your actions deliberately
An action that creates a sales opportunity depends on a lead already existing, so it needs a "create lead" action earlier in the list — the builder warns you if the ordering doesn't support it.
Screenshot pending — Form builder Fields tab with the field palette and field editor panel
Adding and configuring fields.
Screenshot pending — Embed dialog showing the iframe snippet and a height setting
Sharing a form by link or embedding it in a page.
Want the full detail?
This guide covers the day-to-day flow. For every field type, action type, and how scoring and lead-routing rules actually evaluate, see the Smart Forms doc.