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Forms

Forms that write straight to your CRM

Drag fields in, map them to Salesforce, and trigger workflows the moment someone submits. Returning visitors see a shorter form.

The challenge

What's broken today

Asking the same questions twice

Returning visitors retype their title and company because the form can't see the CRM.

Ad leads stuck in a CSV

LinkedIn and Meta lead gen forms export on a schedule and get uploaded by hand.

Junk in the pipeline

Bots and personal emails create contacts and inflate MQL counts before anyone notices.

The solution

How Conversion solves this

Create with drag-and-drop

Short answer, dropdown, phone, checkbox. Drop a field in, map it to a CRM field, and publish. Themes carry your fonts, colors, and button styles.

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Work email
Job title · VP Marketing Hidden · known
Company · Northwind Hidden · known
What are you replacing?
Marketo
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Ask less of people you already know

Fields hide when the CRM already has the answer. Show or hide anything based on what someone types or who they are.

Automate on submit

Start a workflow, update campaign status, alert a rep in Slack. Every submission is a trigger, with no middleware in between.

Form submitted just now
Start nurture workflow
Set campaign status to Registered
Alert owner in Slack
LinkedIn lead form 84 today
Meta lead form 31 today
Contact created Welcome workflow started · Campaign status set

Sync LinkedIn and Meta lead forms

Ad form leads land as contacts automatically and run through the same workflows as a form on your site.

FAQ

Frequently asked questions

Paste the embed snippet, use the Webflow or Framer integration, or submit from your own UI with the Forms SDK. You can also track an existing form without replacing it.

Mark a field as hidden when known. If the contact record already has a value, the field doesn't render. Rules run on the server, so CRM data never reaches the browser.

Any contact or company field, standard or custom. Each field has its own overwrite setting, and hidden fields capture UTM parameters without showing anything.

Turn on reCAPTCHA, require a work email, and restrict which domains can submit. Bot traffic is filtered on the tracking side.

Yes. A form inside a campaign sets the member status, and the linked Salesforce campaign picks it up through the two-way sync.

See a form go from drop to Salesforce

Build a form, submit it, and watch the contact, campaign status, and workflow update live.