Articles on: Embeddable Forms

Embeddable Forms Overview

Embeddable Forms Overview


The Embeddable Forms module allows you to create beautiful, interactive forms that can be embedded on any website. Build complex multi-step forms with conditional logic, integrate with your CRM and support systems, and track performance with detailed analytics.


Key Features


Form Builder

  • Visual Drag-and-Drop Editor: Intuitive interface for building forms
  • 30+ Field Types: Text, email, file upload, signature, payment, and more
  • Multi-Step Forms: Create multi-page forms with progress indicators
  • Conditional Logic: Show/hide fields and jump between questions based on answers
  • Real-time Preview: See your form as users will see it
  • Template Library: Start from pre-built templates


Embedding Options

  • JavaScript Widget: Lightweight embed code (no iframe)
  • Responsive Design: Auto-adjusts to container size
  • Customizable Themes: Match your brand colors and fonts
  • Popup/Modal: Open forms in modal overlays
  • Full-Page: Standalone form pages with shareable links


Integrations

  • Create Contact: Automatically create or update contacts
  • Create Company: Create or update companies
  • Create Lead: Convert submissions to leads
  • Create Support Ticket: Generate tickets from forms
  • Subscribe to Email List: Add subscribers to email marketing lists
  • Webhook: Send data to external systems
  • Email Notifications: Notify team members of new submissions


Analytics & Reporting

  • Submission Tracking: View all form submissions
  • Conversion Rates: Track views, starts, and completions
  • Field Analytics: See most common answers
  • Time-based Reports: Analyze performance over time
  • Export Data: CSV/Excel export of submissions


Getting Started


1. Create Your First Form


  1. Navigate to Forms in the main menu
  2. Click "New Form" or "Create Form"
  3. Enter a name and description
  4. Start adding fields using the form builder


2. Add Fields


  1. Click "Add Field" in the form builder
  2. Select a field type (text, email, select, etc.)
  3. Configure the field:
  • Label and description
  • Validation rules
  • Default values
  • Conditional logic


3. Configure Integrations


  1. Open Form Settings
  2. Go to Integrations tab
  3. Add integrations:
  • Select integration type
  • Map form fields to integration fields
  • Set conditions (optional)


4. Publish and Embed


  1. Click "Publish" when your form is ready
  2. Copy the embed code from form settings
  3. Paste the code on your website
  4. Form is live and ready to collect submissions!


Use Cases


  • Contact Forms: Capture inquiries and contact information
  • Client Onboarding: Multi-step onboarding forms
  • Lead Generation: Qualify leads with custom questions
  • Support Requests: Let customers create support tickets
  • Surveys: Collect feedback and satisfaction ratings
  • Event Registration: Sign up for events and webinars
  • Quote Requests: Get service/product quotes
  • Newsletter Signup: Grow your email list


Best Practices


  1. Keep Forms Short: Shorter forms have higher completion rates
  2. Use Conditional Logic: Show only relevant questions
  3. Test Before Publishing: Preview and test your form thoroughly
  4. Set Up Integrations: Automate data entry with integrations
  5. Monitor Analytics: Track performance and optimize based on data
  6. Mobile-Friendly: Ensure forms work well on mobile devices
  7. Clear Labels: Use clear, descriptive field labels


Next Steps


Updated on: 10/03/2026

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