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Form templates help your team reuse form structures instead of rebuilding common forms.

Use templates for forms that follow the same structure across teams or clients. Templates can preserve setup, fields, mappings, appearance, and submission actions so a new form starts from a reliable baseline.

Save as Template

In the form editor, open the save menu and choose Save as template. Use a clear name and description so teammates understand when to use the template.

The save dialog asks for a template name and description. It starts from the current form title/name and description, but you should rewrite those values so they describe the reusable template, not the original one-off form.

Save a template only after the source form has been tested. A broken field mapping or outdated redirect can be copied into every new form created from the template.

Remove campaign-specific wording, temporary owners, one-off redirects, and test fields before saving. A reusable template should be clean enough for the next team to trust.

Create From a Template

Open CRM > Forms.
Select Create Form.
Open the Saved templates tab.
Search for the template.
Select it to start a new form.
Review the generated form before publishing.

The create form dialog also includes starter cards and a blank scratch option. Use starter cards for common workflows, saved templates for your own repeated forms, and scratch when the form is truly new.

Template Ownership

Assign an owner for templates used on public intake, support, deal qualification, or onboarding. The owner should review mapped fields, notifications, redirects, and workflow triggers after CRM fields or processes change.

Good Template Candidates

Lead capture.
Contact intake.
Account intake.
Deal qualification.
Support ticket.
Task request.
Feedback.
Onboarding intake.

Avoid templates for one-off campaign forms with temporary wording, temporary owners, or campaign-specific redirect links unless those fields are clearly updated before reuse.

Review Before Reuse

Before publishing a form created from a template, review:

Title and public description.
Field labels, descriptions, placeholders, and required flags.
Select, radio, and checkbox options.
Contact field mappings and custom field mappings.
Submission action.
Notification email and redirect URL.
Appearance and embed behavior.
Workflow triggers that depend on the form.

Open the public form after creating from a template. The internal editor can look correct while the public title, spacing, required fields, or redirect still needs adjustment.

Template Maintenance

Update templates when your intake process changes. Do not leave outdated templates available just because old forms still exist. When a template is used by multiple teams, announce field or mapping changes so teammates know what new forms will create.

Create a test form from important templates after major CRM field, custom field, workflow, or notification changes. Submit one test response and confirm the created record, mappings, notifications, redirect, and workflow trigger.

Template Review Checklist

Before saving or reusing:

confirm the source form was tested
rename for reusable purpose
remove one-off campaign content
verify mappings and notifications
test a new form created from the template
assign an owner for future updates

Save and Reuse Form Templates