Forms and automation
Build hosted forms, review submissions and configure follow-up workflows connected to your CRM.
Features
Useful forms
Publish forms with submission records and field-level analytics.
Defined triggers
Enrol supported workflows from form submission, contact creation, tags or manual action.
Controlled sequences
Build email, delay and condition steps for the follow-up process.
How it connects
A form submission creates the lead and can enrol a configured follow-up sequence, with the interaction retained in CRM.
See the whole platform
Related capabilitiesQuestions
What can I do with Forms and automation?
Build hosted forms, review submissions and configure follow-up workflows connected to your CRM. Publish forms with submission records and field-level analytics. Enrol supported workflows from form submission, contact creation, tags or manual action. Build email, delay and condition steps for the follow-up process.
How does forms and automation connect to the rest of Syncaida?
A form submission creates the lead and can enrol a configured follow-up sequence, with the interaction retained in CRM.
How do we get started?
We scope the forms and automation workflow around your business, agree the enabled modules and permissions, and plan configuration, any data migration and onboarding. Your agreement and pricing define the capabilities included.
Book a demo
Tell us what you need to manage. We’ll show you the relevant parts of Syncaida.