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Using forms for client intake

An intake form collects client information and feeds it directly into your CRM and task list through automations. The form does the data collection, and the automation handles everything that happens after submission. Here's the setup.

1. Create a form. From the Forms page, create a new form. Intake forms typically include fields for name, email, company, phone number, project description, budget range, and timeline. Field types include text inputs, dropdowns, multi-select, date pickers, file uploads, and signature fields.
2. Add conditional logic. Conditional logic shows or hides fields based on previous answers. A client who selects "Website Design" as their service might see fields for target audience and competitor URLs, while a client selecting "Consulting" sees fields for session frequency and goals. Conditional logic keeps the form relevant to each respondent.
3. Build the automation. Go to Automations and set the trigger to "Form submitted", selecting the intake form. Add actions in sequence: "Create contact" (mapping form fields to contact fields), "Create task" (for onboarding steps), "Create invoice" (for billing), and "Send email" (confirming receipt to the client).
4. Map form fields to contact data. Each automation action that creates an entity can reference form field values. The client's name from the form becomes the contact name, their email maps to the contact email, and other fields populate the corresponding contact or task details. Dynamic field mapping means every entity created by the automation carries the data the client provided.
5. Share the form. The form has a public URL for direct sharing and an embed code for websites. Embedding the form on a "Work With Me" or "Get Started" page means visitors fill out the intake directly on your site, and the automation runs in the background the moment they submit.