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Getting Started

This walks you through creating your first form, publishing it, and watching a submission land in your CRM. About five minutes end-to-end. No theming, no logic, no embeds — just the core flow so you understand the moving parts.

1. Create a Form​

Go to Forms → Create Form.

A dialog appears with two paths:

  • Describe your form — type a sentence ("I want a newsletter signup with name and email") and the AI builds it for you.
  • Or pick a form type — Premium, Conversational, or Popup.

For this walkthrough, click Premium Form. You'll land in the form builder with an empty canvas and a default Submit button.

2. Name the Form​

In the top header, click the form name (defaults to "Untitled Form") and type a name like Newsletter Signup.

This name shows up in your forms list, in CRM submissions, and in any workflows that listen for form events.

3. Add Fields​

Drag fields from the left palette onto the center canvas. For a newsletter form, drag:

  1. First Name (under "Contact & Personal")
  2. Email (under "Contact & Personal")

Both fields automatically map to your CRM's First Name and Email contact fields — the Save to Contact Field dropdown is set for you when you use one of the contact-typed palette items.

4. Mark Email as Required​

Click the Email field on the canvas. The right panel switches to that field's properties.

In the Properties tab, toggle Required on.

A red asterisk now appears next to the Email label on the canvas. The Submit button stays disabled at runtime until a valid email is entered.

5. Save​

Click Save in the header. The form persists as a draft and you can come back to edit it any time.

Save vs Publish

Save stores your changes — the form is editable but not yet live at a public URL. Publish activates the form's public URL and embed. Visitors can submit only after publish.

6. Preview​

Click Preview in the header (next to Edit). The canvas switches into an interactive preview that renders exactly the way the public form will — defaults pre-fill, validation runs, conditional logic evaluates. Submitting in Preview shows a "preview only" thank-you instead of POSTing.

Click Edit to return to the builder.

7. Publish​

Click Publish. The form goes live and the header now shows Copy URL and Unpublish buttons.

Click Copy URL to open the integration modal — it shows the public URL plus embed snippets for your site. Copy the URL.

8. Open the Live Form​

Paste the URL into a new browser tab. You'll see your form rendered on its hosted page.

Fill in a name and email and click Submit.

9. See the Submission​

Two places to look:

a) The CRM contacts list. Go to Contacts — you'll find a new lead with the name and email you just submitted.

b) The form submissions report. Submissions are stored in form_submissions with the full payload. Each row has the responses, lead info, the form name, and metadata (IP, user agent, referrer URL).

That's it — you have a working, published form capturing leads.

What's Next​

You now understand the core flow. From here, the docs cover everything you can layer on:

Next Steps​