Creating Forms That Feed Your CRM

Forms are how visitors become contacts. Every submission creates or updates a contact record automatically and can trigger instant follow-up.

Steps

Open the page in the builder, click + → Elements, and drag the Form element where you want it.
In the form picker, choose an existing form — or create a new one, which opens the form builder right there in a popup.
Add your fields. Keep it short: name, phone, email, and one question convert far better than ten fields.
If you plan to text your leads, add an SMS consent checkbox — you'll need it for messaging compliance.
Style the form to match your page, save it, and publish the page.
Submit a test entry yourself and confirm it appears in your Contacts.

Forms live in their own library — the element on the page just references them. Editing the form updates it everywhere it's used.
Pair every form with a "form submitted" automation so leads get an instant response (see Your First Automation).
Test with a real submission after any change — a broken form fails silently otherwise.