​

Forms

Create custom forms to collect data from external users. Use forms to capture leads, gather client information, or collect survey responses. Form submissions can trigger automations to process data automatically.

​

Creating a form

1. Go to Forms
2. Click Add Form
3. Name your form and configure settings
4. Add pages and fields using the form builder

​

Form pages

Forms can have multiple pages (steps): Add navigation between pages with Next and Previous buttons.

​

Form fields

Add various field types to your form: Each field can have:

• Label - Display name
• Placeholder - Hint text
• Description - Help text
• Required - Whether the field must be filled
• Validation - Input rules

​

Publishing and sharing

1. Save your form
2. Click Publish
3. Share the form link with external users

Forms are accessible via a public URL that anyone can open without a Heffl account.

​

Form submissions

View submissions for each form:

1. Open the form
2. Go to the Responses tab
3. View individual submissions

​

Automatic record creation

Map form fields to CRM entities to auto-create records from submissions:

1. Configure field mappings in the form settings
2. When a form is submitted, Heffl creates the mapped records automatically

For example, map name and email fields to create a new contact, or map to custom object fields.

​

Triggering automations

Use form submissions to trigger automations:

1. Create an automation with the Form Response Created trigger
2. Select the specific form
3. Add actions like sending notifications, creating tasks, or forwarding data

​

Customization

• Themes - Customize the look and feel of your form
• Branding - Add your company logo and colors
• Messages - Customize confirmation and error messages

​

FAQ