Building Forms

Forms capture information from visitors — class registrations, inquiries, or waiver acknowledgments — and create or update a contact in your CRM automatically.

Create a form

1. Go to Sites → Forms and click + Build Form (or Add Form).
2. Drag fields onto the form: standard fields (name, email, phone) and any custom fields you use.
3. Set each field's label and whether it's required.
4. Style the form (colors, layout) and configure the on-submit behavior.
5. Save, then add the form to a funnel/website page or share its link.

Where do form responses go?

Submissions create or update the contact and appear on the contact's record. You can also view submissions under the form's results and trigger a workflow from a Form Submitted trigger.

Sticky contact

Sticky contact pre-fills known fields for a returning visitor across forms, surveys, and calendars, reducing friction. Be aware of it when testing on shared devices.

Spam protection

Enable the form's spam-protection options (such as reCAPTCHA) to reduce junk submissions. You can also add custom CSS for advanced styling.