Add a form to your website

A website form adds the people who send it to your CRM: an investor contact form for Investors, a waitlist, a demo request. You choose its questions, its words and its look, and you see it as visitors will while you change it. Put it on your site with one line, or send its link. No API key is needed.

Owners and admins make and change forms. Everyone in the CRM sees them in the Forms tab, can open them, and can see who sent them.

Make a form

1. In the CRM, choose the Forms chip, after your lists. Each form shows as a card with a small picture of it.
2. Choose New form, pick what to start from (Investor contact, Waitlist, Demo request or Blank), then choose Make the form.
3. The form opens in its builder: the settings on the left, a Preview on the right that changes as you type. Changes save on their own.

An empty pipeline also offers one: Fill Customers from your website shows above it until it has people or a form. Choose Make a form for Customers and the new form opens in its builder. Close the strip to hide it on that list.

Choose the questions

In the Questions tab:

• Drag a question to change the order. Choose a question to change its Wording and Hint, or to make it Needed. The email is always asked and always needed: it is how the person is found.
• Add a question offers:
  • Name, Company, Job title, Phone, LinkedIn and Message, when they are not on the form yet. Message is saved as a note on the person.
  • A field of your CRM: any People field, like a stage or a check size. The answer is saved in that field.
  • Your own question: write The question, pick The answer (short text, long text, one choice, several choices, yes or no, a link or a number) and, for choices, The choices, one per line. Choose Add the question. It also makes a People field, so you see each answer on the person and can filter by it.
• Remove the question takes it off the form. The field and the answers already saved stay.

To change a field's choices, go to CRM settings: see Add fields and stages.

Change the words and the look

• Words: the form's Name (only your team sees it), a Title, an Intro above the questions, and the text of the Button.
• Look: the Button colour (Use the orange goes back to ours), the Theme (Light, Dark, or Follow the site for light or dark as the visitor's device is set), and Show "Form by StartupCorners" under it.
• In the Preview, switch between Form and Thank you, and between a computer's and a phone's width. The preview does not send: to try the form, choose Open the form page.

Choose what happens after sending

In the After sending tab:

• Add people to: the list they go into. For a list of companies, like Investors, the person's company goes in.
• At stage: the stage they start at.
• Then show: A thank-you message you write, or A page of your site they go to.
• Email me when someone sends it: an email for each one, to you, with their answers.

Put it on your site, or send its link

• Put it on your site opens the code. Pick how it shows (On the page, or a Button that opens it over your page), check the Preview, then choose Copy code and paste the one line into your site's page. It works in Webflow, Framer, WordPress, Wix, Squarespace and plain HTML. It starts from the form's own colour and theme; a different Theme or Button colour there is used for that site only.
• For a site that takes no scripts, open My site does not allow scripts for a plain HTML form with the same questions, which you style like the rest of your site.
• Open the form page opens the form on a page of its own, with your company's name and logo. Send that link to people when you have no site to put it on.

What happens when someone sends it

• They are added to your CRM, or found by their email if they are already there. Their empty fields are filled; what you wrote stays.
• Each answer goes into its field. An answer a field cannot take (a word where a number goes) is skipped, and the rest is saved.
• A question marked Needed must be answered before the form sends.
• Their company is found by their work email's domain or by its name, or made.
• They go into the form's list at its stage. Someone already in the list stays at their stage.
• Each card in the Forms tab shows how many sent the form this month and says Receiving when someone sent it in the last 30 days.
• See who sent it lists the last 50, newest first. Choose a name to open their record.

A hidden field catches most bots, and each address can send a form 5 times a minute.

Spam, or a form you no longer use

At the bottom of After sending:

• Make a new address gives the form a new address. The old one stops working, so put the new code on your site and send the new link.
• Delete form stops the form. The people it added stay in your CRM.

A form works for as long as the person who made it is in the company. If they leave, make a new form.

For forms that need more, like your own code, use an API key: see Send leads to your CRM with the API.