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Marketing · Form Builder

Form Builder — capture leads and data without code

Drag-and-drop forms and surveys that write straight into the CRM as leads or records. Embed them on your site, share a hosted link, add conditional logic, and kick off a workflow the moment someone submits.

Overview

Every submission lands as clean, routed data

Build a form in minutes with a visual editor — drag in fields, mark what's required, add conditional logic so the form adapts as people answer. Map each field to a CRM object so submissions arrive as structured, de-duplicated records, not messages in an inbox.

Embed the form on your website, share it as a hosted link or QR code, and let a workflow take over on submit: assign an owner, send an auto-reply, start a drip — with spam protection and DPDP-compliant consent built in.

Capabilities

Everything you need to build forms that feed your CRM

Drag-and-drop builder

Compose forms visually — text, choice, file, date and more — no developer needed.

Conditional logic

Show, hide or require fields based on answers, so forms stay short and relevant.

Embed or host

Drop it on your site, share a hosted link or QR code, or open it in a popup.

Straight into CRM

Each field maps to an object, so submissions become de-duplicated leads or records.

Workflow on submit

Auto-assign, auto-reply, score and start a drip the instant a form is submitted.

Spam & consent

Built-in spam protection and DPDP-compliant consent capture on every form.

How it works

Form Builder in four steps

1

Design the form

Drag in fields and add logic in the visual builder — no code.

2

Map to the CRM

Point each field at a CRM object so data lands structured and clean.

3

Publish anywhere

Embed on your site, share a link or QR, or launch it as a popup.

4

Automate on submit

Fire a workflow — assign, reply, score, nurture — the moment it's sent.

Use cases

Where teams use it

Lead capture

Website and landing-page forms that create scored, routed leads instantly.

Surveys & feedback

CSAT, onboarding and research forms that write back to the record.

Internal intake

Requests, registrations and applications captured as structured records.

AI at work

How the agent works with Form Builder

The Flow-Cognition Agent runs a real loop on your Form Builder data — grounded in your records, governed and logged.

Sense

Reads each submission and matches it to existing leads and contacts.

Decide

Scores the lead and picks the owner and first reply.

Act

Sends the auto-reply and creates the follow-up task, with every step logged.

Every AI action respects your field-level permissions and is recorded in a full audit trail. See the AI layer →

FAQ

Questions, answered

No. Forms are built in a visual drag-and-drop editor — add fields, mark what is required and set conditional logic without a developer.

Each field maps to a CRM object, so a submission arrives as a structured, de-duplicated lead or record — not a message sitting in an inbox.

Both. Embed it on your website, open it in a popup, or share it as a hosted link or QR code.

A workflow can fire the instant someone submits — assign an owner, send an auto-reply, score the lead and start a drip journey.

Every form has built-in spam protection and DPDP-compliant consent capture, with data stored in India.

Yes. Conditional logic shows, hides or requires fields based on earlier answers, so the form stays short and relevant.

Customer Relationship Management

Related capabilities

Ready to build your first form?

Start free in minutes, or book a demo and we'll set it up on your own data.