Engagement Hub

The Engagement Hub is your unified platform for lead capture, customer engagement, and meeting scheduling. Access it from the sidebar under Engagement.

Forms

Create custom web forms to capture leads, collect feedback, or gather information.

Form Types

Type	Description
Standard Forms	Collect data and trigger CRM actions (create leads, contacts, accounts)
Meeting Booking Pages	Let visitors book meetings directly on your calendar
Landing Pages	Full-page forms with custom branding and SEO metadata

Creating a Form

1. Navigate to Engagement > Forms.
2. Click New Form or New Booking Page.
3. Use the drag-and-drop builder to add fields (text, email, phone, dropdown, checkbox, date, file upload, etc.).
4. Configure Submit Actions to define what happens on submission.

Submit Actions

Actions execute in sequence when a form is submitted:

• Create Lead — creates a CRM lead with mapped fields, default pipeline/stage, and qualification framework
• Create Contact — creates a contact, auto-linked to any account created by a prior action
• Create Account — creates a prospect account
• Send Email — sends a confirmation email to the submitter with {{field_name}} placeholders. Sender control picks which configured sender account is used.
• Webhook — sends form data to an external URL via HTTP POST
• Add to Email List — subscribes the submitter to a MailerLite or Mailchimp list. Lists are tagged with their provider in the picker.

Booking forms (meeting_booking type) now also run submit actions when a slot is booked — the lead/contact's owner defaults to the booking host, but a workflow assign_owner can override.

Sharing & Embedding

Forms can be shared via:

• Direct link — copy the public form URL
• iFrame embed — embed on your website
• JavaScript snippet — load dynamically
• Popup modal — trigger from a button click

Submissions

View all submissions under a form's Submissions tab:

• Filter by date range and action status (success/error)
• View action results for each submission
• Retry failed webhooks

Scheduling

Manage your booking pages and meetings.

Booking Pages

Each booking page is a special form with calendar integration:

• Set available time slots per day of the week
• Configure meeting duration and max days ahead
• Automatic Google Calendar integration for availability checking
• Google Meet links generated automatically for booked meetings

Managing Bookings

View all scheduled meetings under Engagement > Scheduling:

• Filter by status: confirmed, pending, cancelled
• See meeting details: time, duration, invitee info
• Link to the related lead/contact created from the booking

Your Availability

Set your personal availability:

1. Go to Your Profile > Availability tab.
2. Toggle each day on/off.
3. Set start and end times for each day.
4. Save — this applies to all your booking pages.

Workflow Integration

Forms trigger CRM workflows automatically:

• Lead creation from a form fires the lead_created workflow trigger
• Contact creation fires contact_created
• Account creation fires account_created

This means automated assignment, task creation, and notifications happen instantly when someone submits your form.