Forms
Forms: Comprehensive Configuration Guide
5 min read•Updated 3 days ago
Create custom forms to capture lead information, surveys, or feedback directly on your website or landing pages.
Overview
Create custom forms to capture lead information, surveys, or feedback directly on your website or landing pages.
Step-by-step Guide for Forms
To configure Forms in AI4B:
• Navigate to the relevant module from the left CRM navigation sidebar.
• Click the Settings gear or "+ New" action button.
• Fill out the required parameters and verify all webhooks/integrations.
• Test the implementation using the preview simulator or a test contact record.
Frequently Asked Questions
Is Forms included across all AI4B subaccounts?
Yes, Forms is available in every enabled subaccount with role-based permissions managed by your agency administrator.
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