Forms & lead capture

Forms are how new leads get into your pipeline. Every form is consent-baked and wired straight to a pipeline and your AI rep, so a submission becomes a working lead in seconds.

What a form does

Open Forms in the left nav. Each form gives you a hosted page (share the link) and an embed you can drop on any website. A submission lands as a contact and an opportunity in the pipeline you choose, and — if the visitor opts in — your AI rep starts working the lead immediately.

Build one two ways

1. Let AI build it

   Describe the form in plain English — "a solar quote form that asks for roof type and monthly bill." The AI drafts the fields and creates any custom fields it needs automatically, so the answers have a home on every contact.

2. Or build it by hand

   Add, rename, and reorder fields yourself — text, email, phone, number, date, dropdown, and checkbox — and reuse the custom fields you already have.

Wire it to your pipeline

Choose which pipeline new submissions route into (handy when you run more than one), and optionally enroll every new lead into a follow-up workflow the moment they submit.

Consent, baked in

Turn on the consent checkbox and the form shows the exact opt-in language tied to your registered texting campaign — so what you capture and your 10DLC registration always match (see Business texting). Forms include spam protection out of the box.