Build public forms that route into your CRM

What public forms do

A public form is a branded intake page with a unique token URL. Anyone with the link can submit — no SalesBob account required. Submissions are stored, linked to a related deal or project, and can automatically move that record to the next stage.

• Field types: text, number, checkbox, file upload, and section separators
• Files submitted via the form end up on the linked deal or project
• Stage gates let a completed form auto-advance the record
• Turnstile captcha is supported on all public submissions

Estimated setup time: 10 minutes for your first form.

Use the form builder to structure the questions.

1. 1 Go to Forms and click New form.
2. 2 Give the form a name and a description that respondents will see at the top.
3. 3 Add fields: text for names, number for amounts, checkbox for agreements, file upload for documents.
4. 4 Use section separators to group related questions.

Decide how responses flow into the CRM.

1. 1 Link the form to a deal, project, or customer — or leave it unlinked for standalone intake.
2. 2 Optionally attach the form to a stage gate so a submission auto-advances the record.
3. 3 Enable Turnstile if the link will be posted publicly.

Each form gets a unique token URL you can share anywhere.

1. 1 On the form page, copy the public link from the Share panel.
2. 2 Send it via email, embed it in your site, or paste it into a chat thread.
3. 3 Revoke the link at any time by deleting the token — the form page returns a 404.

All responses are stored and viewable on the form's submissions tab.

1. 1 Open the form and click the Submissions tab.
2. 2 Click into a submission to see every answer plus uploaded files.
3. 3 Linked records update automatically — the deal or project shows the submission on its timeline.
4. 4 Export submissions to CSV for reporting or external analysis.