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Forms

Every form fill lands on the right contact.

Known visitors see shorter forms, each answer writes to the contact field you chose, and a workflow routes the lead as soon as it arrives.

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Talk to our team

See Lavender Data running on your own warehouse, with a solutions engineer who knows your stack.

Trusted by data teams at
Work email [email protected] jordan.reyes@tailspin.io
Warehouse Select one Snowflake
Team size Select one 11โ€“50
What should we cover? Tell us about your team and goals Pipeline reporting on our Salesforce data
Book my demo Submitted

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Jordan Reyes
Overview Details Activity
Search activity... All time Filters

Today

Entered workflow Inbound demo routing

9:41 AM

Submitted Demo request

9:41 AM
https://go.lavenderdata.ai/demo
Field Value Contact Work email [email protected] Unchanged Warehouse Snowflake Added Team size 11โ€“50 Added What should we cover? Pipeline reporting on our Salesforce data Added

September 12th, 2026

Submitted Summit registration

2:14 PM
https://go.lavenderdata.ai/summit
Field Value Contact Work email [email protected] Added First name Jordan Added Last name Reyes Added Company Tailspin Added Job title VP of Data Added

Came from an email and visited 1 page

2:11 PM
Source lavenderdata Campaign summit-2026-invite
go.lavenderdata.ai/summit +2 params 2:11 PM

Used by MOps teams replacing Marketo, Pardot, and HubSpot.

How forms work.

Set up a form once, and every submission finds its contact and its rep on its own.

Form elements

Questions

Short answer Long answer Dropdown Number Link Phone number

Short answer

Field name Untitled short answer Job title Required Placeholder Type placeholder text
First name Alex Last name Kim
Work email [email protected]
Company Company name Type a question Job title
Register

Drag questions into place

Pull questions from the palette, pair them in rows, and style every input and button to your brand. Drafts save as you work.

CRM Settings

Linked field Reset company_name
Overwrite existing values

Visibility

Show this field Always Hide when known Always Hide when known When conditions match
Work email [email protected] Hide when known Company Company name Get the report

Shorten the form for known visitors

Link a question to a contact field and set it to Hide when known, so people Conversion recognizes never answer it twice.

Form is submitted
Form Demo request
Routing
Round robin Enterprise West
Slack message
Send message in #inbound-demos

Route the lead as it lands

A submission starts a workflow that hands the lead to the next rep in a round robin and posts it to your team's Slack channel.

Submissions

378

Current Previous
3020100
13 Submissions 6 Submissions September 7th
8/269/39/119/19

Top sources

Source Submissions
linkedin 142
lavenderdata 118
google 96
Unknown 22

See what each form brings in

Chart each form's submissions and page visits against the previous period, with the pages and UTM sources that sent them.

One set of rules for every form.

Ad lead forms, legacy forms on your site, and drafts from Conversion AI all match contacts by email and write through your mappings.

Sync from LinkedIn

Ad account Lavender Data Form Summit 2026
Sync form
Email field Work email

Map fields

First name first_name Overwrite
Last name last_name Overwrite
Company name company_name Overwrite
FAQ

Common questions

What marketing ops teams ask before they move a form library over.

Add one script and an iframe that resizes to fit the form, or submit from a form you've built yourself with the Forms SDK. Install guides cover Webflow and Framer, and any landing page can hold a form as a block. Forms only load and accept submissions on your own domain and its subdomains.

Not for an address you already have. Matching runs on email first: if a contact already has the address, the submission updates the one changed most recently. If not, and the browser is already tied to a contact from an earlier visit, the submission attaches there. Otherwise Conversion creates a new contact. One setting switches that middle step off, so every new address becomes a new contact.

Only where you allow it. Every mapped question has its own Overwrite switch, and each submission shows what every answer did to the contact, such as Added, Updated, or Not overwritten. What reaches Salesforce also follows each field's sync setting.

People Conversion has already identified, through an earlier form fill or an email click. Link a question to a contact or company field and set it to Hide when known, and they skip it whenever the value is on file. A question can also show only when another answer, a CRM field, or a hidden field like UTM source matches, with up to 10 conditions each. Rules run on Conversion's servers, so CRM values never reach the browser.

Yes. Every submission records its page, referrer, and UTM parameters, and new contacts keep the source, medium, campaign, and referrer of their first visit. Earlier anonymous visits from the same browser attach to the contact when they submit. To write a UTM into a field of your own, add a hidden field and fill it from the page.

They arrive as form submissions. Choose the ad account or Page and the form, and standard questions map to contact fields on their own. Each lead matches on email like any other, and starts the same workflows. A lead without an email isn't turned into a contact.

Require work email turns away more than 4,700 free and disposable email domains, and embedded forms can add reCAPTCHA. Forms only load on your own domain, and every answer is checked again on the server before it's saved.

It builds them. Describe the form in a chat and Conversion AI creates a draft with its questions, CRM mappings, hidden fields, and theme. Nothing goes live until someone allowed to publish forms publishes it.

See a demo request route itself.

Pick your busiest form. We'll rebuild it during the demo and follow a test submission all the way to a rep.