Forms

HLB forms collect leads, inquiries and customer details through your website, a funnel or a shared form link. When a new lead submits a form, a contact record is created for them. You can then alert your team, send an automatic reply and start follow-up with the Form Submitted workflow trigger.

For a local service business, a contact form can collect a name, phone number, email address and message. It can also ask about inquiry type, preferred service or budget range.

To build one, go to Sites, then Forms, click Create New Form and start blank or from a template. Add fields such as dropdowns, checkboxes, date pickers, file uploads and other custom fields, drag them into order and mark important ones as required. Use Styles & Options to adjust layout, colors, spacing and buttons, or apply a theme and refine it. Set up an email notification for your team and an automatic reply for the person who submitted. Then share the direct link or embed the form anywhere. Review entries on the form's Submissions tab with date filters and search.

More options include:

• Scheduling: turn on Schedule visibility to open and close the form on set dates, and show a page or redirect visitors outside that window.
• Selling products: add the Sell Products element. To hide payment fields on $0 orders with no recurring charges, turn off Require card for $0 orders; the system confirms the order total is $0 before hiding them, and funnel-level settings override this for embedded forms. You can also accept offline payments, such as cash or checks, which stay pending until you mark them paid.
• Custom CSS: add styles under Styles, then Advanced, then Custom CSS. CSS added on a funnel or website page only styles the container around an embedded form.

Show form products based on customer answers

Use product selections to control form and survey messages, redirects and fields. Show or hide individual products and variants so customers see the options that fit their answers.

Share and connect forms from one integration tab

Preview embeds, copy links, customize a prepared QR code and view connected workflows in one tab for forms, surveys and quizzes. After saving, choose a sharing, embedding or automation step.