Build public forms that route into your CRM

What public forms do

A public form is a branded page that people outside OneBob fill in without an account. A customer form is sent from a deal or project: the contact gets a personal link for that record by email. An embeddable form sits on your own website for any visitor. Customer form submissions are stored on the deal or project and can automatically move it to the next stage.

• Field types: text, textarea, number, checkbox, dropdown, checkboxes (multiple), yes/no, 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
• Customer form links are protected by a captcha, embeddable forms by a hidden honeypot field and a daily submission limit

Estimated setup time: 10 minutes for your first form.

Use the form builder to structure the questions.

1. 1Go to Forms in the Apps menu and click Create Form.
2. 2Give the form a name and a description that respondents will see at the top.
3. 3Add fields: text for names, number for amounts, checkbox for agreements, file upload for documents.
4. 4Use section separators to group related questions.

Decide how responses flow into the CRM.

1. 1Pick the form type on the edit page. In Settings, attach a customer form to a deal pipeline stage or a project stage, or let a project template task send it.
2. 2Turn on auto-advance so a submission moves the deal or project to the next stage.
3. 3For an embeddable form, set the allowed website addresses so it only runs on your own site.

There is no standing link per form. Customers get a personal link per deal or project; website visitors get the embedded form.

1. 1Open the deal or project while it sits in the form's stage and click Send Form. The customer needs a contact with an email address, and a closed deal shows no send button. Pick the recipient contact and the sender; you can attach company documents.
2. 2The contact receives an email with a personal link to that record. It needs no login and is valid for 30 days.
3. 3The link stops working when it expires, after it has been submitted, or when you deactivate the form. If a customer missed it, send the form again. For website visitors, copy the embed code from the form's edit page onto your site.

All responses are stored. Open them from the submissions count in the forms list.

1. 1Go to Forms and click the Submissions count of a form.
2. 2Click into a submission to see every answer plus uploaded files.
3. 3Linked records show the response too: the deal or project lists the submission in its forms section.
4. 4Each submission has its own detail view with every answer; there is no bulk export.