Forms
Articles
Getting started with forms
There's so much you can do with forms, but here's a quick rundown of the most important things you should know as you're getting started. This guide shows you the main steps needed to take forms live on your website. How forms w...
Building a form
You can customize your form exactly as you wish, with many question types and actions available. This article reviews those options and explains how to route visitors through them strategically. Interaction options Questions You can drag ...
Routing your form interactions
You can route your interactions by choosing conditions and deciding what to jump to next. Figure 1: Route to interactions based on rules
You can get really specific about the routing logic you want. The logic can depend on how your visito...
Offer scheduling with your form
Your form can offer scheduling to your visitors. They can schedule with any available team member with the right skillset. How does it work? Adding a schedule action into your form allows you to schedule with your visitors. This may ...
Chat live with your form visitors
If you want your high-quality leads to get in touch with you as soon as possible, live chat can provide the experience your visitors desire while reducing your time to engagement. Once you qualify visitors through your form conversation, you ...
Send a link to a form
Standalone forms are the easiest way to get started with forms. You can build one in a few minutes and then share it using a standalone link. They're great to use as campaign landing pages and there's no need to update your website. Simply ...
Receiving forms notifications
As you build your form, you may add questions or other interactions that are significant to someone on your team. For instance, the visitor reached a certain part of the form or answered a question with a specific answer that indicates they're q...
Sync contacts with your CRM
You can sync contacts and bookings from chatbots and forms to your CRM. Note This integration currently supports syncing contacts to Salesforce and Hubspot. Our integration from chatbots and forms to Salesforce is a separate connec...
Adding forms to your Squarespace website
Adding a form to your Squarespace website is quick and easy. Note Adding custom javascript requires a Squarespace Business or Commerce plan. Add a form to your website Create the form Go to Forms on the left. Click on the ...
Adding forms to your Wix website
Adding a form to your Wix website is quick and easy. Add a form to your website Create the form Go to Forms on the left. Click on the Create form button OR duplicate another form by clicking the three dots menu for that form and sel...
Adding forms to your Wordpress site
Adding a form to your Wordpress website is quick and easy. Note If you are using Wordpress.com, you will need a Wordpress.com Business or eCommerce plan to use custom javascript and plugins. If you are using a self-hosted Wordp...
Adding forms to your ClickFunnels website
Adding a form to your ClickFunnels website is quick and easy. Add a form to your website Create the form Go to Forms on the left. Click on the Create form button OR duplicate another form by clicking the three dots menu for that for...
Adding forms to your Hubspot website
Adding a form to your Hubspot website is quick and easy. Note Adding custom javascript requires a Hubspot paid plan with access to website pages and custom modules. Add a form to your website Create the form Go to Forms on the le...
Adding forms to your GoDaddy website
Adding a form to your GoDaddy website is quick and easy. Note Adding custom javascript requires a GoDaddy Business or Commerce plan. Add a form to your website Create the form Go to Forms on the left. Click on the Create fo...
Adding forms to your Weebly website
Adding a form to your Weebly website is quick and easy. Note Adding custom javascript requires a Weebly Professional or Performance plan. Add a form to your website Create the form Go to Forms on the left. Click on the Create...
Adding forms to your Unbounce landing page
Adding a form to your Unbounce landing page is quick and easy. Note You can add custom javascript when working in the Classic Unbounce Builder only. Add a form to your landing page Create the form Go to Forms on the left. ...
Adding forms to your Leadpages landing page
Adding a form to your Leadpages landing page is quick and easy. Add a form to your landing page Create the form Go to Forms on the left. Click on the Create form button OR duplicate another form by clicking the three dots menu for t...