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Public & Embeddable Web Forms

Marketing
Talk to sales

Web Forms provide a controlled inbound-data path for lead capture and other CRM intake scenarios. Keep public fields minimal, validate incoming values, and define ownership for the next step after submission.

Setup guidance

  1. Open Settings → Integrations → Web Forms.
  2. Create a form and configure its fields.
  3. Publish or embed the form where needed.
  4. Review submissions and connect them to the appropriate CRM workflow.