What you can do
Drag and drop fields
Add fields from the field types panel, reorder them and write their content in the field editor. A long form can be split across multi-step pages.
Field rules and validation
Make a field required, set minimum and maximum character counts, and add a regex pattern where you need one. A badly filled form does not go through.
Ways to embed
Embed the form inline, open it as a popup on a button click, or isolate it in an iframe. If you would rather avoid iframes, native code is ready too.
Submissions become CRM records
Each submission creates a lead and a contact record, while the UTM source, campaign and referring site are kept in the attribution section.
Routing rules
Rules are tried top to bottom; the first match routes the submission to a user or a team and can attach a first response time. Test a rule with sample values.
Submission review flow
Submissions move through new, reviewed, processed and spam states. You watch the conversion rate and export a chosen date range as a file.
A REAL SCENARIO
A real working day
The flow that helps a team decide before a meeting
A campaign landing page form
A marketer builds the contact form for a new campaign, marks the required fields and pastes the inline code into the landing page. Submissions whose UTM campaign matches go straight to the sales team through a routing rule, and the team clears the unprocessed ones that evening.
Who is it for?
It suits teams that want to collect requests from a website, campaign, or event with consistent data quality and hand them to the team without loss.
SETUP PLAN
How to start
Focus the first form on one request purpose.
Require only fields necessary for the decision.
Define the owner and first-response standard after submission.
Content verified:
ANSWER CENTER
Frequently asked questions
Explore the questions teams ask before deciding, with short and direct answers.
Open a question to see the scope of the product and its practical boundaries.
What exactly does Form Builder do?
Form Builder is used to collect the information you need through clear questions and consistent fields, then connect an incoming request to the right starting point in the CRM. A form turns data collection into a team-readable agreement.
Who is Form Builder for?
It suits teams that want to collect requests from a website, campaign, or event with consistent data quality and hand them to the team without loss.
What can I do with Form Builder?
Drag and drop fields: Add fields from the field types panel, reorder them and write their content in the field editor. A long form can be split across multi-step pages. Field rules and validation: Make a field required, set minimum and maximum character counts, and add a regex pattern where you need one. A badly filled form does not go through. Ways to embed: Embed the form inline, open it as a popup on a button click, or isolate it in an iframe. If you would rather avoid iframes, native code is ready too. Submissions become CRM records: Each submission creates a lead and a contact record, while the UTM source, campaign and referring site are kept in the attribution section. Routing rules: Rules are tried top to bottom; the first match routes the submission to a user or a team and can attach a first response time. Test a rule with sample values. Submission review flow: Submissions move through new, reviewed, processed and spam states. You watch the conversion rate and export a chosen date range as a file.
What does Form Builder look like on a real working day?
A campaign landing page form. A marketer builds the contact form for a new campaign, marks the required fields and pastes the inline code into the landing page. Submissions whose UTM campaign matches go straight to the sales team through a routing rule, and the team clears the unprocessed ones that evening.
How should a team start with Form Builder?
Focus the first form on one request purpose. Require only fields necessary for the decision. Define the owner and first-response standard after submission.
What does Form Builder not replace?
A form does not replace consent wording, anti-spam configuration, or data-retention policy. Avoiding unnecessary sensitive data is part of the design.
Which industry was Form Builder verified for?
The verified industry scenario for Form Builder is Education. The industry page shows that end-to-end workflow.
Start using Rocketly for free
Bring your team together in one CRM; no card needed to set it up.