Forms

Stop collecting the same details over six messages

Every enquiry starts with the same back-and-forth: what is your address, when suits you, which service. Six messages later you have the details, spread across a chat thread nobody else can read, and the next person to pick it up starts again.

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What it does

Eleven field types

Short and long text, email, phone, number, dropdown, multiple choice, checkbox, date, time and a star rating — plus headings and dividers to break a long form into sections people will finish.

Conditional fields

Show a question only when an earlier answer calls for it, so nobody scrolls past six irrelevant fields to reach the one that applies to them.

A public link that needs no login

Every published form gets its own URL. Share it in a message, put it in a bio, or embed it — the visitor never sees a sign-up wall.

Draft, published, closed

A closed form says so rather than silently accepting answers nobody will read, and a draft is not reachable at all.

Attached to the person, when you already have them

If a response carries an email address you already hold, it is attached to that contact automatically, so it sits beside their conversation rather than in a separate list. A response from somebody new is stored against the form — it does not create a contact, so a brand-new lead will not appear in your contact list on its own.

Export to CSV

Download every response for a form when you need it in a spreadsheet.

How it works

1
Build the form by adding fields — no code, and no separate form product to pay for.
2
Set any conditional rules, so questions appear only when they are relevant.
3
Publish it. The form gets a public URL you can share or embed.
4
Answers arrive against the contact, and you can export the lot to CSV whenever you want.

Worth knowing before you sign up

— A submission does not create a contact. It is linked to one only when the email matches somebody already in your contacts, so treat forms as a way to collect answers rather than a way to grow the contact list.
— No file uploads. The field was withdrawn because it did not work — a chosen file was never actually submitted — and restoring it needs storage set up first. Ask for documents in the reply instead.
— No payment collection. Forms gather information; invoicing is a separate part of the CRM.
— No capacity or availability logic. A form can ask which slot someone wants; it cannot know that the slot is full.

Questions

Do people need WhatsApp to fill in a form?

No. A form is an ordinary web page on a public link, so anyone can complete it. The connection to WhatsApp is that the response lands in the same CRM as the conversation.

Can I embed it on my own website?

Yes — share the link or embed the page. It renders standalone, so it does not need anything else from your site to work.

What happens when I close a form?

The link keeps working and tells visitors the form is closed rather than quietly accepting answers nobody is reading. Draft forms are not reachable at all.

Can I collect a file or a payment?

Neither, and it is better to know before you build the form. File uploads are not available — the field was removed because it silently discarded what people attached. Payments are not collected through forms; invoices are raised separately in the CRM.

Try it on your own numbers

Free plan, 100 contacts, no card required.

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