Share token links with customers or partners. Responses land in the right place, with file uploads linked and stages auto-advancing.
6 min read
What public forms do
A public form is a branded intake page with a unique token URL. Anyone with the link can submit, no OneBob account required. Submissions are stored, linked to a related deal or project, and can automatically move that record to the next stage.
Field types: text, number, checkbox, file upload, and section separators
Files submitted via the form end up on the linked deal or project
Stage gates let a completed form auto-advance the record
Turnstile captcha is supported on all public submissions
Estimated setup time: 10 minutes for your first form.
Before you begin
Custom Forms require a plan that includes the feature. Check Settings → Subscription.
Decide up-front whether responses should link to a deal, a project, or stand alone.
For file uploads, confirm your storage quota has room. Submissions count against it.
1
Build the form
Use the form builder to structure the questions.
1Go to Forms and click New form.
2Give the form a name and a description that respondents will see at the top.
3Add fields: text for names, number for amounts, checkbox for agreements, file upload for documents.
4Use section separators to group related questions.
2
Set link & routing rules
Decide how responses flow into the CRM.
1Link the form to a deal, project, or customer, or leave it unlinked for standalone intake.
2Optionally attach the form to a stage gate so a submission auto-advances the record.
3Enable Turnstile if the link will be posted publicly.
3
Share the public link
Each form gets a unique token URL you can share anywhere.
1On the form page, copy the public link from the Share panel.
2Send it via email, embed it in your site, or paste it into a chat thread.
3Revoke the link at any time by deleting the token. The form page returns a 404.
4
Review and act on submissions
All responses are stored and viewable on the form's submissions tab.
1Open the form and click the Submissions tab.
2Click into a submission to see every answer plus uploaded files.
3Linked records update automatically: the deal or project shows the submission on its timeline.
4Export submissions to CSV for reporting or external analysis.
Tips & best practices
Keep forms short: aim for 5 questions or fewer. Long forms have half the completion rate.
Use sections to group questions visually: respondents read chunks, not walls.
For onboarding, link the form to the deal, so the sales rep sees the intake on the deal timeline.
Keep Turnstile enabled: uncaptcha'd public endpoints attract spam.
For signature-style agreements, use a checkbox labelled "I agree to..." (stored with timestamp and IP).
Need help?
If a submitter sees a captcha error, verify Turnstile keys are configured under Settings → Security. If submissions don't appear on the linked deal, make sure the link was set at form creation. Retroactive linking is not supported.
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