Frequently Asked Questions

Open Forms, create a reusable form, add the fields you need, configure validation and presentation, save the form, and connect it to a page or embed it where required. Forms are intentionally available under their existing access rules and their public submission endpoint is not treated like a subscription-gated workspace page.

The form builder supports common contact and advanced field types, including text, email, phone, number, date, selection, checkbox, radio, file or media-related fields where enabled, and structured options. Use field labels that explain what you want the visitor to provide and configure required fields carefully.

Yes, reusable forms can provide a public embed or submission integration where enabled. Copy the generated embed instructions, place them on a page you control, and test the submission and lead destination. Never expose private administrative tokens in custom front-end code.

Form submissions are recorded in the form workflow and can feed supported lead or contact processes when the relevant integration is configured. The exact destination depends on the form, list, tag, CRM, and automation settings. Test a form after publishing so you know where the lead appears and what follow-up is triggered.