Form Builder

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.

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The problem it solves

Collecting partner information usually means messy spreadsheets and email back-and-forth:

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Impact

Partners judge you on the first form they fill in. One that looks like your product, asks only what it needs and offers their own records to pick from is a small thing they remember.

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See it work

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How it works

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 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.

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Run it from your AI assistant

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Going deeper

Works with