Public link
- Anyone can fill it in without creating an account
- Send it by email, WhatsApp or social media
- The page shows only the form, nothing else from your CRM
Forms
Forms lets you ask for complete information from the very first contact. Build the form with the fields you need, publish it with a link or inside your website, and receive every response in your team's Inbox or as an opportunity in the sales pipeline.
- Seven field types, required or optional
- A public link or embed code for your website
- Every submission can create a sales opportunity
Published form with fictitious data: fields, required consent, response recipients and deal capture. Includes a custom thank-you message and responses held for human review before release, with consent evidence.
Build the form field by field
Give it a title and a description, then add the fields you need. Each one gets its label, a required mark when it matters and a sample text. Use the arrows to change the order.
For a dropdown, you type one option per line. Before you publish, open it with Preview / Fill and see it exactly the way your client will.
Two ways to publish it
When you click Publish, the form starts receiving responses. Share gives you both options, ready to copy.
Embed code
- Copy it and paste it into any page of your website
- The form appears inside your page
- Responses reach AgentticCRM just the same
To publish, a form needs at least one field and one recipient. Only a published form accepts responses.
What happens when someone submits the form
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Answers are checked
Before it goes out, the form points out a missing required field or an invalid email, number or date.
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The sender gets a confirmation
Configure the thank-you title and message. If you enable confirmation emails and the person provides their address, they receive the message you prepared.
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Your team gets the response
It lands in the Inbox of the recipients you chose, with every field and its answer, and your team also gets an email notice.
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You turn it into work
From Responses, create a client with their details already filled in or enable deal capture. If a response is held, a person must review and release it before it reaches the sales pipeline.
Every submission, an opportunity in the sales pipeline
On the form, enable Deal capture and choose a pipeline. Each accepted submission creates an Intake card with the answers and a link to the submission. Held responses wait for a person to review and release them.
Decide whether every card goes to one person or rotates among several. Whoever receives it gets a notice and a first task to reply by the next day.
If a form's recipients are no longer with your organization, responses go to your administrators, so no submission goes unread.
Frequently asked questions
Does the person need an account to fill in the form?
No. They open the link or the page of your website where you embedded it, fill in the fields and submit it.
What does the person filling in the form see?
Only the title, the description and the fields. They cannot see who receives the responses or anything else in your CRM.
How many fields can a form have?
Up to 50 fields, and each dropdown can hold up to 50 options.
Can I create a client from a response?
Yes. In the list of responses, click Create client: the company, name, email and phone come already filled in, and you just review them before saving.
Can my team fill in a form on a client's behalf?
Yes. With Preview / Fill, someone on your team completes it inside AgentticCRM, for example during a phone call, and the response reaches the recipients the same way.
How are submissions and consent protected?
The public form applies protection against automated submissions. When a person accepts a consent checkbox, a record of the displayed text and their answer is kept. Your team can review held responses before releasing them.
Forms works together with
- Sales pipelineEvery submission can create an opportunity in the Intake stage, with its owner.
- Inbox and WhatsAppResponses arrive as a conversation in the recipients' Inbox.
- Clients and contactsTurn a response into a client with its main contact.
- Organization emailThe confirmation for the sender goes out from your organization's address.
- Tasks and timeThe opportunity comes with a task to reply by the next day.
- AssistantYour connected ChatGPT or Claude reads your forms and the submissions that came in, so it can sum up the week's for you.
See AgentticCRM working with your team's day-to-day
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.