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Online form builder + CRM automation

Turn Every Form Submission Into the Next Best Action

Build branded forms, surveys, quizzes, and dynamic QR experiences. Capture structured data, connect responses to your CRM, and trigger the right follow-up without stitching together separate tools.

Mobile-friendly experiencesCRM-connected responsesWorkflow-ready submissions

Form Builder

Lead qualification form

● Live

Full name

Service needed

Estimated budget

248

Responses

68%

Completion

More than a form builder

One connected toolkit for collecting information

Create the right experience for each stage of the customer journey, then keep the response connected to the same contact record.

Forms

Build contact, lead-capture, registration, request, application, and intake forms for websites, funnels, or shareable links.

Surveys

Collect detailed feedback, satisfaction data, onboarding answers, and customer research through guided multi-step experiences.

Quizzes

Create interactive qualification, assessment, knowledge, or product-match experiences that make data collection more engaging.

Dynamic QR codes

Connect offline moments to forms, surveys, funnels, payments, WhatsApp, reviews, calls, and more—and update supported destinations without reprinting.

Build without the busywork

Create polished data-collection experiences for every campaign

Use a visual builder, reusable fields, flexible styling, and purpose-built settings to publish experiences that feel like part of your brand.

Visual building

Arrange fields and content without rebuilding every experience from code.

Conditional logic

Show, hide, qualify, disqualify, redirect, or display a message based on answers and configured rules.

Flexible branding

Control layout, colors, buttons, backgrounds, and supported custom CSS for a consistent customer experience.

Safer submissions

Use supported spam-protection settings and clear consent fields to improve submission quality and document permission.

DESIGN MODE

Build for every process—not just one campaign

Create and reuse forms, surveys, quizzes, and QR experiences across sales, marketing, service, onboarding, and internal operations. Allowances and advanced capabilities depend on the selected plan and configuration.

Form automation software

A submission should start work, not create more work

Connect native form responses to the CRM so your team can see the contact, the submitted details, the source, and the next step together. Form-level settings can also surface a submission inside the related conversation for faster, better-informed replies.

Create or update the related contact record
Map answers into standard or custom CRM fields
View native submissions in the Forms area
Show enabled submission cards in Conversations
Preserve supported source and attribution context
Use answers in segmentation and personalized follow-up

Submission automation

1Form submitted
2Contact updated
3Lead tagged or qualified
4Owner notified
5Follow-up sent

Automate form submission follow-up

Route each response through the right journey

Use a form submission or supported tracking event to begin a workflow. Apply conditions, assign ownership, create tasks, update opportunities, and communicate through connected channels based on what the person submitted.

Branch by answer

Send high-intent leads to sales, service requests to support, and other responses to the workflow designed for them.

Assign the right owner

Notify a team member, create a task, or route the contact based on location, service, interest, or other captured data.

Follow up across channels

Send configured email, SMS, WhatsApp, internal notifications, or other supported actions from the same workflow.

Keep the CRM current

Update fields, tags, lists, opportunities, and customer context as the response moves through your process.

FORM
SURVEY
WHATSAPP
REVIEW

Collect responses anywhere

Bring online and offline lead capture into one system

Publish on your own digital properties, share a direct experience, or place a QR code where customers already interact with your business.

Websites and funnelsShareable linksAppointment intakeEvents and trade showsPrint, signage, and packagingCounters and reception areas

QR code generator built for action

Create scannable paths to forms, surveys, quizzes, funnels, review links, payments, WhatsApp, calls, SMS, email, profile cards, and supported app destinations. Track supported scan activity and use dynamic destinations for campaigns that change over time.

Measure and improve

See what people submit—and where conversion slows down

Review submissions and supported performance data to understand response volume, completion, source context, and campaign results. Use what you learn to simplify questions, improve placement, and refine follow-up.

SubmissionsCompletion rateSource contextQR scansDevice and browserGeographic data

FORM ANALYTICS

Submissions over 30 days

3.2k

Views

248

Submissions

68%

Completion

Practical form and survey use cases

Build an experience for every important handoff

1

Lead capture and quote requests

Collect contact details, service interest, budget, timeline, and location before routing the lead to the right representative.

2

Customer onboarding and intake

Gather requirements, preferences, documents, or pre-appointment context before the work begins.

3

Appointment qualification

Use custom questions and conditional rules to qualify the customer before showing the next booking step.

4

Event and webinar registration

Capture registrations, segment attendees, send confirmation, and start reminder workflows from one response.

5

Feedback and satisfaction surveys

Measure customer sentiment after a service, event, purchase, or support interaction and route issues for recovery.

6

Applications and assessments

Collect structured applications or use quizzes for qualification, product matching, training, and knowledge checks.

7

Payments and orders

Use supported payment fields and connected checkout experiences when the process needs both information and payment.

8

Internal business requests

Standardize handoffs such as creative briefs, referral intake, service escalation, or team requests.

Online form builder FAQ

Common questions

What can I build with Lead Connector?+

You can create forms, surveys, quizzes, and QR-code experiences for lead capture, intake, applications, registration, qualification, feedback, payments, and other business processes. Available components and limits depend on the plan and account configuration.

Do form submissions go into the CRM?+

Native forms can connect submissions with CRM contacts and mapped fields. Supported external forms can also be tracked after the required tracking and field mapping are configured. The exact behavior depends on the form type and setup.

Can a form submission start an automation?+

Yes. Native form submission triggers and supported external tracking events can begin workflows. You choose the downstream actions, such as assigning an owner, sending follow-up, creating a task, updating an opportunity, or notifying the team.

Can the team view a form inside Conversations?+

For supported native forms, enable Create Conversation on Submission at the form level. New submissions can then appear as cards in the related conversation. Workflow automation is configured separately.

Can I use conditional logic to qualify leads?+

Yes. Supported conditional logic can show or hide fields, apply qualification rules, disqualify a response, redirect the visitor, or show a custom message. Options can vary by form, survey, quiz, or calendar configuration.

What can a Lead Connector QR code open?+

Supported QR types can open websites, forms, surveys, quizzes, funnels, review links, payments, WhatsApp, calls, SMS, email, digital cards, and app destinations. Bulk generation is currently limited to supported URL-type QR codes.

Can I create unlimited forms and surveys?+

You can create and reuse experiences for many business processes, but allowances, usage, and advanced features can vary by plan and account configuration. Confirm the current plan details before relying on a specific unlimited allowance.

Replace disconnected forms with a connected response system

Collect the right information, organize it in your CRM, and move every qualified response toward the next action from one platform.

Choose your plan

Feature availability, usage allowances, communication channels, payment options, QR types, analytics, spam protection, external tracking, and automation behavior depend on the selected plan, integrations, permissions, region, consent, and account configuration.

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