TL;DR
Form embed in Plutio generates an iframe HTML code snippet that drops any Plutio form onto an external website, so responses flow directly into the workspace with contact creation, task triggers, payment collection, and automations intact.
Plutio creates the embed code inside the form editor, with customizable width and height dimensions. Copy the snippet, paste it into a WordPress page, a Squarespace code block, a Webflow embed element, or raw HTML, and the form appears on the site with all design options and field types preserved. Embedded forms save an estimated 2 to 3 hours per week for freelancers who previously copied form submissions manually from a standalone form tool into a separate CRM or project board.
Form embed comes with all Plutio plans starting at $19/month, with a 7-day free trial. The embed code generates instantly from the form editor popup and works on any website that accepts HTML or iframe elements.
What form embed is
Form embed is a feature that generates an HTML iframe code snippet from any Plutio form, allowing that form to be placed on an external website where visitors can fill it out and submit responses that land directly in the Plutio workspace.
In Plutio, the embed code generates from a dedicated popup inside the form editor. The popup displays a read-only code field containing an iframe element with the form's unique URL, a default width of 760 pixels, and a default height of 400 pixels. The width and height values are editable directly in the code, so the form fits any page layout or sidebar widget. The iframe source points to the form's public URL at the path /embed/form/{formId}, and responses submit through that URL regardless of where the form is hosted.
Iframe embed code
The embed code is a single HTML iframe tag. Plutio generates the tag automatically with the correct form URL, so there's no manual URL construction needed. Copy the code from the popup, paste it into any website editor that accepts custom HTML (WordPress custom HTML block, Squarespace code injection, Webflow embed component, Wix HTML iframe, or a raw HTML file), and the form renders on the page. The iframe loads the form with its full design, including colors, fonts, field types, intro page, and conditional logic. Visitors interact with the form as if it were a native element on the website.
Full feature parity with hosted forms
Embedded forms retain every feature available on Plutio-hosted forms. Payment collection through Stripe or PayPal works inside the iframe, so visitors can pay directly from the embedded form on an external website. Form-to-task mapping still triggers on submission, creating tasks in the assigned project. Auto-create contacts generates a new contact record from the respondent's details. Submission limits and redirect-after-submit URLs function identically. The embedded version of the form is not a stripped-down copy; it is the same form, served through an iframe, with every automation and integration active.
I embedded a project inquiry form on my portfolio site and leads started coming in with all the details I needed, right into Plutio. No more copying from a Google Form into a spreadsheet.
Why form embed matters for freelancers
Freelancers and agencies running client-facing websites need intake forms where visitors already are, not on a separate form tool URL that requires an extra click and a context switch. A photographer's portfolio site, a consultant's landing page, or an agency's service page all benefit from collecting project details directly on the page rather than linking out to a third-party form.
Without embed, the workflow involves building a form in one tool (Typeform, JotForm, or Google Forms), linking to the hosted form URL from the website, then manually transferring responses into a CRM, project board, or invoicing tool. Each transfer introduces a delay of 5 to 15 minutes per submission and a risk of data entry errors. Across 10 to 20 inquiries per month, that adds up to 2 to 5 hours of admin that produces no billable output.
Typeform offers form embedding but requires the Basic plan at $29/month or higher, which adds a separate subscription on top of any project management or invoicing tool. Google Forms has a basic embed option but offers no design control, no payment collection, and no automation triggers, so the form looks out of place on a branded website and submissions still require manual handling. The core problem is not that forms cannot be embedded, but that most embeddable forms disconnect from the workflow that follows the submission, so the data arrives in one place and the work happens somewhere else.
Plutio's form embed eliminates that disconnect because the form, the contact record, the task, the payment, and the automation all live in one workspace. The iframe serves the form on an external site, but every submission processes inside Plutio exactly as if the visitor had filled out the form on Plutio's hosted URL.
How form embed works in Plutio
Open any form in Plutio, click the embed button, copy the generated iframe code, and paste it into an external website to start collecting responses directly into the Plutio workspace.
Before embedding, make sure the form is configured with all needed fields, payment settings, submission limits, and automation triggers. The embedded form inherits all of these settings, so changes made to the form in Plutio update the embedded version automatically.
Step by step
- Step 1: Open the form in Plutio's form editor. Click the embed option from the form's action menu. A popup appears with a read-only code field displaying the iframe HTML snippet.
- Step 2: Adjust the width and height values in the iframe code to match the target page layout. The default is 760 pixels wide and 400 pixels tall. Change these values directly in the code snippet to fit a sidebar, a full-width section, or a modal.
- Step 3: Copy the entire iframe code from the popup. In WordPress, open a Custom HTML block and paste. In Squarespace, use a Code Block. In Webflow, use the Embed component. In raw HTML, paste the iframe tag where the form should appear.
- Step 4: Save and publish the website page. The Plutio form renders inside the iframe and is ready to accept submissions. Visitors fill out the form directly on the website page without leaving the site.
- Step 5: Each submission flows into Plutio instantly. If auto-create contacts is enabled, a new contact record appears in the Contacts section. If form-to-task is configured, a task creates automatically in the assigned project. If payment collection is active, the visitor pays through the embedded form before submission completes.
Practical tip: test the embedded form on both desktop and mobile before publishing the page. Adjust the iframe width to 100% instead of a fixed pixel value for responsive layouts, so the form adapts to smaller screens without horizontal scrolling.
Who needs form embed
Any freelancer or agency with a client-facing website where visitors submit project inquiries, booking requests, or onboarding information benefits from embedding Plutio forms directly on those pages.
A web designer running a portfolio on Squarespace can embed a project inquiry form on the contact page. When a visitor fills out project scope, budget range, and timeline, the submission creates a contact in Plutio, generates an onboarding task, and optionally collects a consultation deposit through Stripe. The designer opens Plutio to find the lead already organized, not sitting in an email inbox waiting to be processed. Freelancers billing $75 to $150 per hour save roughly $150 to $300 worth of admin time per month by eliminating manual form-to-CRM data transfer across 10 to 20 monthly inquiries.
Agencies managing multiple client websites can embed different Plutio forms on different sites, each connected to separate projects and automation workflows. A marketing agency with 5 client websites can run 5 intake forms, all feeding into the same Plutio workspace but routed to different projects through form-to-task configuration.
JotForm includes form embedding on all plans including the free tier, but JotForm's free plan caps at 100 monthly submissions and has no native project management, invoicing, or task creation. Freelancers switching from HoneyBook often look for embeddable forms because HoneyBook's contact forms are limited to HoneyBook-hosted pages and require the $19/month or $39/month plan, with no iframe embed option for external websites.
| Feature | Plutio | Typeform | Google Forms |
|---|---|---|---|
| Form embed | All plans ($19/month+) | Basic plan ($29/month+) | Free |
| Custom design in embed | Full design retained | Full design retained | No design control |
| Payment collection | Stripe, PayPal | Stripe (paid plans) | Not available |
| Auto-create contacts | Built-in | Requires Zapier | Requires Zapier |
| Task creation on submit | Built-in form-to-task | Requires Zapier | Requires Zapier |
| Project management | Built-in | Not available | Not available |
Bottom line: freelancers and agencies collecting leads, project inquiries, or onboarding details through a website get the most value from form embed because every submission flows into the same workspace where projects, invoices, and client communication already happen.
