Capture Leads and Automate Follow-up with Forms

Build better forms, faster with the latest updates now available in Forms!
Create Forms for Any Occasion
Vendasta's drag and drop form builder makes it easy to create and publish forms for any purpose. From simple Contact Us forms to capture new leads, to forms for event registration or requesting a quote, Forms is available in Partner Center and Business App to help you engage customers. All submissions are logged in Conversations and your - or your SMB client's - CRM to ensure all details are captured and follow up can be personalized, automatically. 
What's New in Forms
From form creation to lead follow up, these latest updates help you build the workflows you want.  
Build Fast with Form Templates
Save time by starting with ready-to-use templates - including a new Acquisition Widget template
 - tailored to collect the information needed for a selection of common use cases.
Organize with Sections
Create multi-step or organized forms using sections. Perfect for longer submissions, this improves flow and completion rates by breaking forms into digestible steps.
Collect Files through Forms
Let users upload files directly in your forms. Documents and images are automatically attached to the contact and company record created from the submission, complete with an AI-generated summary
 of the uploaded file. Note: Users can only upload one file per submission at this time. The ability to upload more than one file with a submission should come available around mid. November 2025.
Automate with Ease
Create the perfect post-submission workflow for each form type. Set up automations from templates or from scratch in seconds, all without leaving the Form builder. Set form submissions to trigger actions such as:
Having your AI Chat Receptionist follow up immediately
Creating an account and Snapshot Report
Launching marketing campaigns
Assigning and notifying a salesperson
Activating products automatically
All of this is configurable in just a few clicks!
Why it's Important
These updates make Forms more than just a lead capture tool. With Forms, you can build processes that facilitate sales and experiences that delight customers, new and old.
Now you can:
Launch workflows faster
: go from capture to conversion in minutes.
Reduce setup time
 with templates and customizable design with AI or CSS.
Keep data accurate
 with all submissions logged to the CRM. Google Place lookups enrich company details automatically.
Automate follow-ups
 instantly through connected automations that deliver personalized outreach at scale.
Work smarter
, not harder: no technical setup required.
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How to Get Started
Create a Form from a Template
In Partner Center
Go to Marketing > Forms > Create form
Browse, preview, and select a template.
Add fields or sections as desired.
In Business App
Go to CRM > Forms > Create form
Browse, preview, and select a template.
Add fields or sections as desired.
Add File Upload Fields
Click Add fields
 and search “File”
Drag to your desired location and click Save
Set Up Automations
Go to Automations
Select a template or start from scratch.
Review or add triggers (e.g., assign salesperson, start campaign)
Click "Save automation" and toggle it on
Want to learn more about Forms before getting started? Check out the Forms Overview.
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FAQ
Q: Can I add these new features to existing forms?
Yes — update any existing form to include file uploads, sections, or automations.
Q: Where do uploaded files go?
They attach automatically to the contact and company record, complete with an AI-generated summary.
Q: What file types are supported?
Common formats like PDF, JPG, PNG, and DOC are supported. You can customize allowed types and size limits.
Q: Can I link my existing automations?
Absolutely — any automation triggered by that form will appear under its Automation tab
.
Q: Who can use it?
All users with access to Forms can start using these updates immediately.