Forms and the Website Connection

Build forms with any fields, collect submissions, and capture leads through routing. Connect your website with one key, and let page visits and events start automations.

Your website and your CRM now talk to each other, natively.

Forms with any fields

Build forms with up to 30 fields across eleven types, saved straight to contact or custom fields. Publish a hosted page, embed the form, or post from plain HTML. Add an optional sign-up box to grow a list at the same time.

Submissions and lead capture

Every submission is stored and exportable to CSV. New leads flow through lead routing to the right owner, tagged and attributed to their source.

The Website Connection

Add one tracking script with one website key. Berchtold then sees page visits and events from known visitors. A visit to your pricing page or a click on a listing can start an automation.

Where to find it

Open Automations → Forms and Automations → Website in your workspace.