Smart Forms Guide | Capture Leads & Automate Workflows
Smart Forms
Create interactive forms to collect visitor data with high accuracy and convert them into potential leads. These forms are characterized by their direct and automated connection to the Customer Relationship Management (CRM) system and launching automation paths upon submission.
Why Do We Call Them “Smart Forms”?
Automatically create or update the contact profile as soon as the form is filled out without any manual intervention.
Auto SyncAbility to add fields specific to your business sector (e.g., budget, service type, or file uploads).
Tailored DataDirecting the customer to a payment page or a Thank You Page immediately after completing data registration.
Post-Submit ActionThe form acts as a direct trigger to start sending welcome or reminder messages via WhatsApp and email.
Automation TriggerHigh Embedding Flexibility
Once the form is created, you can utilize and display it in several ways to suit the user experience:
Embedding it as a core part within the platform’s designed funnel path.
Showing the form when the customer attempts to exit the page (Exit-Intent).
Copying the form code and pasting it into any external website (such as WordPress or Shopify).
Talk to Media SaleX AI Assistant
Do you need help determining the most appropriate fields for your form or how to link it to a welcome automation path? Talk to the smart assistant now to execute this in simple steps!
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