Overview The Form Builder in Cleave CRM will let you create custom forms to capture contacts from your website, blog, landing pages, and other channels—and send them straight into your CRM. Every form submission can create or update contacts, notify your team, trigger automations, and even prequalify leads based on rules you define. Goals • Give you an easy, visual way to build forms without code • Let you embed forms anywhere: websites, blogs, landing pages, and shared links • Automatically send form responses into Cleave CRM as contacts (and optionally companies/deals) • Allow you to prequalify and filter leads based on your own rules • Trigger notifications and automations immediately after someone submits a form Core concepts Forms • A Form is a customizable lead capture form built inside Cleave CRM • Each form has: – A name (e.g. “Website Contact Form,” “Free Consultation Request,” “Demo Signup”) – A set of fields (standard and custom) – A target: create/update contacts, optionally attach to a company or deal – Actions to take after submission (notifications, automations, redirect, etc.) Fields & Custom Fields • Forms can use standard fields (name, email, phone, company, etc.) • You can also add Custom Fields (budget, service type, timeline, anything you need) • Fields can be marked as required or optional • You can add helper text/placeholders to guide visitors Prequalification Rules • Prequalification lets you decide who should be treated as a qualified lead • Rules can be based on field values (e.g. budget, country, service type, company size) • Leads that meet your rules can be tagged, assigned, and routed differently than those who don’t Automations & Notifications • Each form can trigger actions when someone submits: – Create or update a contact – Optionally create a deal in a pipeline (planned) – Assign an owner – Send internal notifications (email/SMS/other supported channels) – Start automations (e.g. nurture sequences, follow-up tasks) What you’ll be able to do 1. Build forms visually • Use a drag-and-drop editor to add and arrange fields • Choose from basic fields (name, email, phone) and custom fields • Group fields with headings and descriptions to make longer forms easier to read • Adjust basic styling (title, colors, button text) to match your brand 2. Embed forms anywhere • Generate an embed code to place forms on your website or blog • Use a direct share link for forms you want to share via email, social, or ads • Forms will be mobile-friendly out of the box 3. Capture and enrich contacts • Each form submission can: – Create a new contact if one doesn’t exist – Update existing contacts based on matching rules (e.g. email address) • Map fields from the form directly to fields in Cleave CRM (including custom fields) • Optionally connect submissions to a company record if a company is provided 4. Prequalify leads automatically • Define prequalification criteria (e.g. “Budget over $X,” “Country is US/CA,” “Service type = Managed IT”) • Automatically: – Tag leads as “Qualified,” “Cold,” “Junk,” or your own statuses – Assign qualified leads to specific owners or round-robin queues – Trigger different automations based on qualification level • Reduce noise by filtering out obvious non-fits before they hit your pipeline 5. Trigger automations and follow-ups • Connect each form to specific automations in Cleave CRM, such as: – Send a welcome email sequence – Create a follow-up task or call for the assigned owner – Add the contact to a specific list, segment, or campaign • Notify your team instantly when high-value forms are submitted, so no leads sit untouched 6. Keep a clean, visible submission history • See all submissions for each form, with timestamps and status (qualified/not qualified) • Drill into any submission to see the full response and related contact record • Track how many leads each form is generating over time (basic analytics planned) Future enhancements (post-MVP) After the initial Form Builder release, we plan to explore: • More advanced styling options and themes to better match your brand • Conditional logic (show/hide fields based on previous answers) • Multi-step forms for longer questionnaires • Built-in spam filtering and bot protection • Deeper reporting on form conversion rates and source tracking In plain terms The Form Builder will let you drop a Cleave CRM form on your site, blog, or landing page, and have new leads flow directly into your CRM—mapped correctly, prequalified based on your rules, and plugged straight into your automations. No more copying and pasting leads from random inboxes or spreadsheets. You build the form once, and Cleave handles the capture, qualification, and follow-up.
