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How to Create a Form

Learn how to build and publish custom website forms using the drag-and-drop form builder inside the CRM.


To get started:

  1. Navigate to Forms on the left-hand side menu.
  2. Click New Form at the top of the page.

If you’ve already created forms, you can view them anytime under the All Forms section in the grid view.

Building Your Form

After creating a new form, you’ll see a list of available widgets on the right-hand side of the screen that can be dragged directly into your form.

Available form elements include:

  • Buttons
  • Dates
  • Dropdowns
  • Email fields
  • Login fields
  • Multiple choice options
  • Number fields
  • Long answer fields
  • And more

You can also:

  • Add a Form Title
  • Create section titles and descriptions
Form Settings

Inside the Settings tab, you can:

  • Label your form
  • Add a form description
  • Attach tags
Publishing Your Form

Once your form is complete and ready to use:

  1. Click the Publish button at the top right
  2. Your form will then be available to use on your website