Forms

Forms allow you to create custom web forms for lead capture, data collection, and meeting scheduling. Each form gets a unique public URL that can be shared or embedded on your website.

Form Types

Type	Description	Use Case
Standard Form	Collects data and triggers CRM actions	Lead capture, surveys, contact forms
Meeting Booking	Calendar-integrated booking page	Sales calls, demos, consultations

Creating a Form

1. Navigate to Engagement → Forms
2. Click New Form (or New Booking Page for meetings)
3. You'll be taken to the Form Builder

Form Statuses

Status	Description
Draft	Work in progress — not publicly accessible
Active	Live and accepting submissions
Inactive	Temporarily paused — public link shows unavailable
Archived	Hidden from list but data retained

Managing Forms

From the forms list, you can:

• Search forms by name
• Filter by status (draft, active, inactive, archived)
• Duplicate a form to create a copy
• Preview the public form
• Copy Link to share the public URL
• Embed to get iframe/script/popup code
• Delete forms you no longer need

tip

Each form shows its submission count so you can quickly see which forms are performing well.

Form Builder

The form builder is a visual drag-and-drop editor with three panels:

Left Panel — Field Palette

Add fields by clicking or dragging:

Field Type	Description
Text	Single-line text input
Email	Email with format validation
Phone	Phone number input with E.164 validation and an international country picker — submitters pick their country, type the local number, and the form stores it in +CCNNNNNNN format. Falls back to the tenant base_country from Company Settings if the form doesn't override.
Number	Numeric input
Date	Date picker
Textarea	Multi-line text
Select	Dropdown with options
Radio	Single-choice radio buttons
Checkbox	Multi-choice checkboxes
Lookup	Dropdown backed by a system-managed list (industries, countries, lead sources, etc.). Options stay in sync with the lists you maintain in admin — no need to copy values into each form.
File	File upload
Heading	Section heading (non-input)
Paragraph	Descriptive text (non-input)
Divider	Visual separator (non-input)

Center Panel — Canvas

Preview your form as visitors will see it. Click any field to select it and configure its properties.

Right Panel — Settings

Five configuration tabs:

Fields Tab

Configure the selected field:

• Label — Display name
• Field Name — Submission key (auto-generated from label)
• Placeholder — Hint text inside the field
• Required — Make the field mandatory
• Width — Full width or half width (side-by-side layout)
• Options — For select/radio/checkbox: add, edit, remove choices

Actions Tab

Configure what happens after form submission:

Action	Description
Create Lead	Creates a new lead — fires lead_created so workflows pick it up.
Create Contact	Creates a new contact, optionally linked to the account from context.accountId.
Create Account	Creates a new account with type prospect.
Webhook	POST form data to an external URL.
Send Email	Send a confirmation email to the submitter. Pick a sender account so the email shows the right From: address; fall back to the tenant default.
Add to Email List	Subscribe the submitter to a MailerLite or Mailchimp list. Lists are tagged with their provider in the picker so you can disambiguate when multiple ESPs are connected.

Each CRM action includes field mapping — connect your form fields to CRM fields (first name, email, company, etc.). Custom fields use the cf_ prefix (e.g., cf_lead_score → custom_fields.lead_score).

note

Actions execute in order. Later actions can reference entities created by earlier ones (e.g., link a contact to an account).

Booking forms

The Actions tab is now also exposed on meeting_booking forms — booking a slot runs the same submit-action chain a standard form does, and the new lead/contact's owner defaults to the booking host (a workflow assign_owner can still override it).

Settings Tab

• Success Message — Shown after successful submission
• Redirect URL — Redirect instead of showing success message
• Allow Multiple Submissions — Let the same person submit again
• Require CAPTCHA — Enable reCAPTCHA v3 protection
• Notification Emails — Comma-separated emails to notify on new submissions

Landing Page Mode:

• Enable to wrap your form in a full landing page
• Hero Title & Subtitle — Main headline
• Background Color — Hero section color
• SEO Title & Description — For search engines
• Content Sections — Add text, images, or call-to-action blocks

Branding Tab

• Logo URL — Your company logo
• Primary Color — Button and accent color
• Background Color — Form background
• Header Text — Text above the form
• Footer Text — Text below the form

Meeting Tab (Booking Forms Only)

See Scheduling & Booking Pages for details.

Form Submissions

Click any form to view its submissions.

Summary View

• Stats Cards — Total responses, last 7 days, last 30 days, action success rate
• 30-Day Trend — Bar chart showing daily submission volume
• Per-Field Breakdown:
  • Choice fields: donut charts with percentages
  • Number fields: average, min, max values
  • Text fields: sample of recent responses

Responses View

• Filter by date range and action status (success/error)
• Expand each response to see full form data
• Action Results — See if CRM actions succeeded or failed
• Retry failed webhook actions
• Export CSV — Download all responses

Sharing & Embedding

Public Link

Every active form has a public URL:

https://yourdomain.com/f/{tenant-slug}/{token}

Embedding Options

iFrame:

<iframe src="https://yourdomain.com/f/tenant/token"
        width="100%" height="600" frameborder="0"></iframe>

JavaScript:

<div id="intellicon-form-{id}"></div>
<script>
  (function() {
    var iframe = document.createElement('iframe');
    iframe.src = 'https://yourdomain.com/f/tenant/token';
    iframe.style = 'width:100%;height:600px;border:none;';
    document.getElementById('intellicon-form-{id}').appendChild(iframe);
  })();
</script>

Popup Modal: A button that opens the form in an overlay modal.

warning

Forms must be in Active status to accept public submissions. Draft and inactive forms will show an error page.

Forms on Entity Detail Pages

Forms now appear on Opportunities and Leads detail pages on a dedicated Forms tab — so a salesperson working a deal can drop a form link straight from the entity page without leaving for the Forms list. Drafts and inactive forms are also shown here (with their status badge) so admins can see WIP forms attached to the entity.

"Filled by" Submission Badges

Every submission now records who actually filled the form — the logged-in user, an anonymous portal visitor, or a known contact identified by the submitted email. The submissions list shows a "Filled by" badge so you can tell at a glance whether the entry came from a salesperson testing the form, a portal user, or a real prospect.