Create a form

A form collects the same details from everyone in the same shape, and can create the right record for you when someone sends it: a contact for a new lead, a deal for an enquiry, or a ticket for a support request.

Create a formCopy Anchor Link

1. Open CRM › Forms and select Create Form.
2. Choose Start from scratch, a starter from Curated starters (such as Contact intake or Deal qualification), or one of your Saved templates.
3. Give the form a name and a title. Both are required.
4. Add the fields you need. Use steps to split a long form into short sections.
5. Under Submission action, choose what each response creates: Create contact, Create deal, Create ticket, Create task, Create account or No automatic action.
6. Match each answer to the field it should fill, such as Email on the contact.
7. Set the Notification email, and a Success message or Redirect URL for after they send it.
8. Set the Status to Active and save.

You're done when the form shows in CRM › Forms as Active. Only active forms accept responses. Next, share or embed it.

Let people tick several answersCopy Anchor Link

Add a Checkboxes field when someone may choose more than one option, such as the services they need. Type one option per line in Options. If the field is required, people must tick at least one option, and the form says "Choose at least one option." until they do. Their choices are saved as a list, such as "Branding, Website".

For a single yes or no tick, such as agreeing to your terms, use Single checkbox. Both fields work in Smart Flow form steps too.

Save a form as a templateCopy Anchor Link

1. Open the form in the editor.
2. Open the save menu and choose Save as template.
3. Give the template a name and a description of when to use it.

You're done when the template appears under Saved templates when you select Create Form.

Build a form with Agiled AICopy Anchor Link

1. Open a new or existing form and select Build with AI.
2. Describe the form, or attach an old questionnaire as a PDF or photo.
3. Watch the questions appear in the builder. When it's done, select Keep, or Undo to go back.

Review submissions with AICopy Anchor Link

1. In the form builder, open Settings and turn on Review submissions with AI.
2. Under What should Agiled AI check?, write what makes a good fit, the way you'd tell a colleague. For example: "Budget over $5k, wedding in the next 12 months".
3. Save the form.

Each new submission gets a label such as Strong fit or Not a fit, a score and the reasons. Open a submission to see each check, or select Check again.

Good to knowCopy Anchor Link

• Ask only what you need to act on. Short forms get more responses.
• Make a field required only when you can't help without the answer.
• Write labels for the person filling the form in, such as "What do you need help with?".
• If a list field fills a custom field, use the same options in both.

RelatedCopy Anchor Link

• Share or embed a form
• Review form responses
• Start a workflow from a form