How to create and publish a form

Before you start

• Ask only for the information required by the form purpose and explain how personal data will be used.

Step by step

1. 1

   Create the form

   Open Forms and select New form. Give it a name that identifies its internal purpose.

   

2. 2

   Add and order fields

   Include only the fields you need. Make data required only when you cannot follow up without it.

3. 3

   Review presentation and destination

   Check the title, final message and how responses will be connected to leads or automations.

4. 4

   Test and publish

   Open the preview, submit a test response and confirm the data reaches the right place. Publish the form and copy its address to share it.

If something does not work as expected

Next steps

• Review and work with form responses