Forms — Capture Leads and Build Your Audience

MartechAI Forms lets you create custom forms to capture leads, collect feedback, run surveys, and grow your audience. Every submission flows directly into your CRM, triggering automations and building your contact database without manual effort.

Form Builder

Build forms with a drag-and-drop editor that supports text inputs, email fields, phone numbers, dropdowns, checkboxes, radio buttons, file uploads, date pickers, and hidden fields. Add conditional logic to show or hide fields based on previous answers — “If industry is Healthcare, show HIPAA compliance question.” Customize styling to match your brand colors and fonts.

Form Types & Templates

Choose from pre-built templates: contact forms, newsletter signups, demo requests, event registrations, surveys, quote requests, and application forms. Each template comes with optimized fields and thank-you messages. Multi-step forms break longer forms into manageable sections, improving completion rates.

CRM Integration

Form submissions automatically create or update contacts in your CRM. Map form fields to contact properties — name, email, company, custom fields. Apply tags based on form responses, enroll contacts in sequences, add to segments, and trigger internal notifications. The activity timeline on each contact shows every form they’ve submitted.

Publishing & Embedding

Embed forms on your website with a JavaScript snippet, use them as standalone hosted pages on your domain, add them to MartechAI landing pages, or share direct links. Forms are mobile-responsive and load fast with minimal impact on page speed. reCAPTCHA or Turnstile integration prevents spam submissions.

Analytics & Notifications

Track views, submissions, and conversion rates for every form. The abandonment tracker shows where people drop off in multi-step forms. Set up email or Slack notifications for new submissions. Export submission data to CSV for external analysis or integration with other tools.