Forms & Lead Capture

Build forms that create CRM records when someone fills them out. No code, no Zapier, no copy-pasting from a spreadsheet.

Create a form

1. Go to Forms in the sidebar.
2. Click New Form.
3. Enter a name and pick the entity type the form should create (e.g., Contact, Deal).

The form opens in the builder with one empty step.

Build your form

The builder has three areas: step tabs across the top, a block canvas in the center, and a settings panel on the right.

Add blocks

Click Add block at the bottom of the canvas. Four block types are available:

• Field — maps to a field on your entity type. The submission value goes straight into the record.
• Heading — section header with three size options (h1, h2, h3).
• Paragraph — free text for instructions or context.
• Divider — a horizontal line to separate sections visually.

Drag blocks to reorder them. Click a block to configure it in the right panel.

Configure field blocks

Select a field block to see its settings:

• Label override — display a different label than the field name.
• Placeholder — hint text inside the input.
• Required — override the field's default required setting.
• Half width — display the field at half width so two fields sit side by side.
• Condition — show or hide the field based on another field's value (see below).

Conditional visibility

Add a condition to any field block to control when it appears:

1. Pick a field to check.
2. Choose an operator: equals, not equals, is set, is not set, or contains.
3. Enter a comparison value (not needed for "is set" / "is not set").

The block only appears on the public form when the condition is met.

Multi-step forms

Click + in the step tabs to add steps. Respondents see a progress bar and navigate with Back / Next buttons. Each step validates before allowing the user to continue.

Steps can be renamed, duplicated, reordered, or deleted via the dropdown menu on each tab.

Customize appearance

Click Settings in the builder toolbar to open form-level settings:

• Slug — the public URL path (/f/your-slug). Locked after you publish.
• Thank-you message — text shown after submission. Leave blank if using a redirect.
• Redirect URL — send respondents to a URL after submission instead of showing a message.
• Primary color — pick from presets or enter a custom hex color. Applies to buttons.
• Logo — URL to an image displayed at the top of the form.
• Dark mode — toggle a dark theme variant.

Publish and share

Click Publish in the builder toolbar. The form gets a public URL at /f/your-slug — no login required for respondents.

Once published, the settings panel shows an embed code you can copy into your website. The iframe resizes automatically to fit the form content.

To take a form offline, click Unpublish. The public URL stops working immediately.

What happens on submission

When someone submits the form, Vigdis creates a new record of the form's entity type with the submitted field values. This uses the same upsert logic as ingest endpoints — if a unique field matches an existing record, the record is updated instead.

Preview

Click Preview in the builder toolbar to see exactly what respondents will see, including your theme settings, conditions, and multi-step navigation.