A form, embedded, and what happens after submit

Building a form and putting it on a page is the easy half. This page follows the other half — where a submission goes and what it sets off.

A form submission creating a contact and starting a follow-up 35s

What it does

You copy a snippet into an existing page. There is no need to rebuild a website you are happy with.

The answers land on a record rather than in an email. Every later call, text and appointment attaches to that same record.

The reply, the tag, the task and the pipeline card can all fire on submit. Check the contact's history to see what ran.

How it works

Build the form: the fields you need, and nothing you will not read.
Embed the snippet on your page, or use the link the form gives you.
A submission creates or updates the contact and files the answers on it.
The workflow you attached takes it from there, starting with an acknowledgement.

Worth knowing

Every extra field costs you submissions. Ask for what you need to make the first call, not everything you will eventually want.
A form with no workflow behind it is an email you will answer late. The follow-up is the part that matters.
Embedding needs access to edit your website. If someone else built it, you will need them for ten minutes.

Building and embedding a form
The fields, the layout and the snippet, in detail.

Asking customers directly
Using a survey to answer something you are guessing at.

Workflow automation
The follow-up that fires the moment somebody submits.

Build a two-field form

Log in, build a form asking only name and number, and attach one follow-up message to it.