The Form Builder lets your team create on-brand forms without code and deliver them anywhere partners are: a share link, an embed, or a section in the portal.
What it does
The Form Builder is a no-code editor for the forms partners fill in. You add the fields you need, from text and file uploads to CRM object pickers, set which are required, and lay them out with headings, columns, and instructions. Forms inherit your portal branding, so they look like your product without extra design work. Once built, a form goes wherever partners work. Share a general or partner-specific link, embed it on a page, or drop it into a portal experience as a section. Partners submit without a CRM seat, and the structured data flows into your review and CRM-sync workflows. Because anyone on your team can build a form, capturing new partner information never waits on engineering.The problem it solves
Collecting partner information usually means messy spreadsheets and email back-and-forth:- Building a form needs engineering → A no-code builder lets your team create forms themselves.
- Forms look off-brand → Forms inherit your portal branding automatically.
- Partners cannot easily reach the form → Deliver it by link, embed, or portal section.
- Input arrives unstructured → Defined fields capture clean, structured data every time.
From problem to solution
The Form Builder turns partner data capture into a self-serve, on-brand workflow. Build the form, choose the fields, and deliver it wherever partners are. Structured submissions flow straight into review and CRM sync, with no engineering and no messy spreadsheets.Use cases
Build forms no-code
Create forms with the fields you need, no engineering.
Stay on brand
Forms inherit your portal branding automatically.
Deliver anywhere
Share by link, embed, or portal section.
Capture clean data
Defined fields produce structured submissions.
Impact
- Low total cost of ownership - Partner ops builds and edits forms without engineering.
- Time to value - A new form is live and collecting data in minutes.
Who it’s for
Partner Operations
Builds the forms partners fill in.
Partner Marketing & Enablement
Places forms into portals and journeys.
Works with
Submissions & Approvals
Submissions run through approval.
CRM Field Mapping
Map fields to CRM properties.
Experiences
Embed a form in the portal.
Headless
Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Integration surface and code.