Add-ons
Hosted forms
Branching, one-question-at-a-time forms — sent from a flow or shared by link, with answers that feed your automation.
What forms are for
Some questions don’t belong in a chat thread — applications, intake questionnaires, project briefs, anything with more than a couple of answers. Forms give the conversation somewhere structured to go: the flow sends a link, the contact answers on a clean hosted page, and the answers come back into the automation as data you can branch on.
Forms are included from the Growth plan — activate them from the Add-ons hub, then build at Add-ons → Forms. The number of forms you can keep scales with your plan — 10 on Growth, 25 on Pro, 100 on Business, shared across all your spaces — and responses are never metered.
Build a form
The builder edits your form on one page with a live preview; the published form your contacts see presents one question per screen, with a progress bar and auto-advance. Thirteen field types cover the usual ground — short and long text, email, phone, number, website links, single and multiple choice, dropdown, yes/no, rating, date, and display-only statements.
Branching logic lives on each field: send people to different questions (or straight to the end) based on what they answer. Qualify seriously interested leads deeper while letting everyone else finish in three taps.
Publishing takes a snapshot — the live form keeps serving that version while you edit the next one. The full walkthrough — every question type, branching, styling, and publishing — is in the build guide.
Send it from a flow
The Intake Form node DMs the contact a button that opens the hosted form, then pauses the run and waits.
- Two branches: Submitted continues with the answers; No submission fires after the timeout you set (12 hours by default, up to 30 days).
- Answers arrive as {{form.yourKey}} variables — greet applicants by the name they typed, branch on the budget they picked.
- The wait is race-safe: a submission that lands moments before the timeout counts as submitted.
- If the form is deleted or unpublished while runs are waiting, those runs end with a clear “form unavailable” reason instead of hanging.
Work the responses
Each form has a responses view: a table of submissions, a summary view of answer distributions, and a per-response drawer with the full journey. Filter by flow versus share-link source, and export to CSV on the Pro plan and above. Answers you choose to keep also save onto the contact, ready to branch on and segment by.