InstaBuild around your questions
Create forms for enquiries, registrations, requests and feedback. Organise the information your team needs at the start of a conversation.
A better form.
A better first connection.
Create lead capture forms connected to your CRM. Explore enquiry forms, demo requests and form-to-CRM workflows with Insta AI 365.
BUILD. CONNECT. FOLLOW THROUGH.
Every response has somewhere to go.
Explore the form-to-CRM journey. Add fields to the illustration below.
YOUR BRAND. YOUR FIRST IMPRESSION.
Let’s find your next step.
Tell us a little about your business.
Full name
e.g. Priya Nair
Work email
you@company.com
Get in touch →
Preview only · No information is collectedBuild a form. See where the response goes.
FORMS, INSIDE YOUR SALES WORKFLOW
More than a submission.
Give your team useful information and a clear way to act on it.
Connect to the customer record
Keep captured details with the lead and customer history, so your team can follow through with context.
Put the next step in motion
Connect form capture with your automation flow: assign an owner, create a follow-up task and notify the right people.
ONE PLATFORM, FROM THE FIRST TOUCH
Forms + CRM + automation.
A connected process helps every enquiry find its next step.
01
Create the formAsk the right questions→02
Capture the responseKeep the details together→03
Connect the leadGive the team context→04
Run the workflowMake follow-up happen
Create the formAsk the right questions→02
Capture the responseKeep the details together→03
Connect the leadGive the team context→04
Run the workflowMake follow-up happen
BUILT AROUND REAL WORK
What will you ask next?
Start with a useful conversation, then shape the form around it.
Sales enquiries
Capture the service a prospect needs, their contact details, and the context your team needs to respond.
Event registrations
Bring attendee interest into the same workspace where your team manages follow-up conversations.
Demo requests
Ask about business size, priorities and the workflow someone wants to see, before the conversation starts.
Before you build.
How do forms connect to CRM?
The form-to-CRM journey brings submitted information into your lead workflow, where ownership, activity and follow-up can be managed together.
Can form responses start automation?
Form capture can feed your CRM automation workflow, allowing the next step to include assignment, tasks and team notifications. Configure the rules for the process you want to run.
Can you show my exact form requirements?
Yes. Bring an example to a demo so the team can confirm field types, logic, publishing options and the plan that fits your requirements.
A CLOSER LOOK
Lead capture forms that start a useful workflow
A sales enquiry form should collect enough detail to make the first reply relevant. Ask for the customer’s contact details, service interest and the context your team needs. A demo request may need team size and priorities; an event registration may need attendee details and follow-up preferences.
With an online form builder connected to CRM, the response belongs in the same process as ownership, tasks and customer history. Plan the journey before building: what information is essential, who receives the enquiry, and what happens next? Bring your required fields and publishing method to a demo to confirm the exact setup.
Questions about Online Form Builder with CRM & Lead Automation
How can form submissions become CRM leads?
Use the form-to-CRM workflow to bring captured details into lead management. Configure the fields, assignment and follow-up process for the enquiry your team handles.
Can form responses trigger CRM workflows?
Form capture can feed assignment, follow-up tasks and notifications through configured CRM automation. Confirm the required trigger and action combination during setup.
Which lead capture form should I start with?
Start with the enquiry that your team receives most often, such as a sales enquiry or demo request. Ask only for details needed to respond and decide ownership.
Your next move.
Beautifully simple.
Explore CRM and WhatsApp plans together. Choose the right starting point.