Quick start

This guide gets you from zero to a live, working lead-capture form in 3 steps.

Step 1 — Create a form

1. Go to Forms in the sidebar
2. Click New Form
3. Give your form a name (e.g. "Newsletter signup")
4. The Email field is added automatically and cannot be removed
5. Click Add field to add more fields (name, phone, custom fields, etc.)
6. Click Create form

The right-hand panel shows a live preview as you build — changes appear instantly.

Step 2 — Customize (optional)

Open the form's Edit view to set:

• Branding — your logo URL, a banner image, your brand's accent color, and the submit button label
• After submission — show a thank-you message or redirect to another URL
• Double opt-in — send a confirmation email before marking the contact as subscribed
• Groups — automatically add new contacts to one or more groups
• Sequence — automatically enroll contacts in an email sequence

Step 3 — Embed or share

From the Forms list, click the Embed button on any form card. Choose your delivery method:

That's it — submissions appear in Forms → [your form] → Submissions and the contacts land in your Contacts list automatically.