A form is only as good as the partners who actually fill it in. Sharing & Submitting is every way a form gets to a partner and back: a link, an embed, an email, a Slack or Teams message, an AI assistant, a bulk CSV upload, or a call from your own systems. Every channel feeds the same form, so the submission always lands attributed and CRM-ready, wherever the partner started.
The problem it solves
Most partner data never arrives because the form is one more place partners have to go:Impact
The form is not the product, the submission is. Being reachable in the channel a partner already has open is the whole difference between a form you built and data you actually have.See it work
How it works
Once a form is built, you deliver it through whatever channel fits how your partners work. Send a general or partner-specific link, embed it on your own site, or drop it into a portal experience. Partners can also submit straight from email, Slack, Teams, or an AI assistant that fills the form for them. When a partner has a whole list rather than a single record, a batch upload lets them submit up to 1000 rows from one CSV. And when the submission should not involve a human at all, your own product, an internal tool, or an agent can submit the form over the API. Every one of these routes feeds the same form and the same CRM automation, so it does not matter where a partner starts. The submission is attributed to the right partner, checked, and turned into clean CRM records the same way each time. Meeting partners where they already work, instead of forcing them into a portal, is what turns a form from a thing you built into submissions you actually receive. Sharing & Submitting turns a built form into submissions you receive. Publish it through the channels your partners already live in, add a bulk path for lists, and let every route converge on the same attributed, CRM-synced record. Adoption stops being a portal-login problem and becomes a question of which channels you switch on.Run it from your AI assistant
Going deeper
How to
Setup, channels, and all how-to guides.
API reference
Integration surface and code.
Form Builder
Build the form once, then share it through every channel.
CRM Automations
Each submission maps and syncs to the CRM on the way in.
Submissions & Approvals
Every submission lands in one inbox to review.
Partner Support Agent
Partners submit by email, Slack, Teams, or AI and the agent fills the form.