> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Forms
> No-code forms that capture structured partner input, route it through approvals, and sync straight back to your CRM.
export const Headless = ({prompts = []}) => {
const PromptRow = ({prompt}) => {
const [copied, setCopied] = useState(false);
const copy = () => {
try {
navigator.clipboard?.writeText(prompt);
} catch {}
setCopied(true);
setTimeout(() => setCopied(false), 1600);
};
return ;
};
return <>
Introw is headless by design: run everything here in plain language from Claude, ChatGPT,
Slack, Teams, or your own CRM through Introw's MCP server, with every
action written straight back to your CRM source of truth. The portal is one surface, never the only one.
{prompts.length > 0 ? :
The agentic playbook - lifecycle deep dives and a Claude Code skill library that run your partner program
from Claude, ChatGPT, Slack, and your CRM.
}
;
};
> Forms are how partners give you structured information: build a no-code form, embed it in the portal or your CRM, route submissions through review and approval, and write the data straight back to HubSpot or Salesforce.
## What this area does
Whenever you need information from a partner, a form is the tool. This area lets your team build
no-code forms with the fields you need, brand them to your portal, and put them in front of
partners through a share link, an embed, or a portal section. Partners fill them in without a CRM
seat, and the structured data flows where it belongs.
Submissions land in one inbox where your team reviews, accepts, declines, or returns them, with
optional multi-step approval gates and AI assistance to handle routine cases. Field mapping
connects each form to your CRM objects and properties, so an accepted submission creates or
updates the right records automatically. The same Forms platform powers many partner workflows,
from onboarding applications to MDF requests, while deal and lead registration get their own
co-selling treatment.
## Why it matters
* **Low total cost of ownership** - Partner ops builds and changes forms with no-code, so a new field or approval step never waits on engineering.
* **Time to value** - A form is live and syncing to your CRM in minutes, so you capture structured partner input the same day you decide you need it, with no development cycle.
* **CRM-native** - Submissions map straight to CRM objects and properties, so data lands clean in the source of truth instead of a form silo someone has to re-key.
* **AI-native** - AI reviews submissions and handles routine approvals, so your team spends its time on the judgment calls that actually need a human.
## How it fits together
Structured partner input flows from a form to a synced CRM record:
```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
build["Build form"] --> submit["Partner submits"]
submit --> inbox["Submissions inbox"]
inbox --> approval["Approval"]
approval --> record["CRM record"]
```
## Capabilities
Build no-code forms and put them in front of partners.
Review submissions in one inbox with optional approval gates.
Map form fields to CRM objects so submissions sync back.
## Who works in this area
Builds forms, maps fields to the CRM, and configures approvals.
Embeds forms into the portal and partner journeys.
Ensures submission data lands cleanly in the CRM.
## Headless
## All guides
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Map fields to CRM properties, control how submissions create or update records, attribute them to the partner, and prefill from known data.
Create a no-code form, add and configure every field, set the confirmation, and get it in front of partners.
Let partners submit many records in one form with a CSV batch upload.
Turn a form into a self-serve partner application that auto-creates the partner in Introw, links company and contact records in your CRM, and invites the applicant to their portal.
Choose the columns you review submissions by, including custom and CRM fields.
Set up an approval gate with steps and AI validation, notify the right people, and review every submission to a clear outcome.