Form Builder Overview
Where to find it
Sidebar > Forms
Form Builder Overview
The Form Builder is Leadflip's visual tool for creating lead capture forms. With a drag-and-drop interface, you can build forms that match your brand, collect exactly the data you need, and automatically create leads in your CRM. Every form is tied to an Entity, ensuring a single source of truth across your entire pipeline.
What the Form Builder Does
The Form Builder lets you:
- Design forms visually – No code required. Drag fields from your Entity onto the canvas and arrange them with a few clicks.
- Capture and update leads – Form submissions create new leads in your CRM, or update existing leads when a lead token or ID is passed through the URL.
- Customize appearance – Control labels, placeholders, help text, and field widths to match your brand.
- Add logic – Use conditional logic to show or hide fields based on other field values.
- Build multi-page forms – Split long forms into multiple pages with clear navigation.
- Embed anywhere – Add forms to your website via script tag or share a direct link.
How Forms Connect to Entities
Forms are always tied to an Entity. When you create a form, you select which Entity it will use. The form then pulls its available fields from that Entity's field definitions. This means:
- Consistency – The same fields appear in forms, CRM, distribution, and API.
- No duplication – Add or change a field in the Entity, and it's available everywhere.
- Validation – Required fields, types, and constraints flow from the Entity to the form.
Key Features at a Glance
| Feature | Description |
|---|---|
| Visual builder | Drag-and-drop canvas with live preview |
| Field panel | Add fields from your Entity with one click |
| Image choice fields | Display select options as visual cards with configurable columns (Auto, 1-5) and image upload |
| Address fields | Structured postal-address capture with autocomplete, postcode enrichment, and per-form sub-field visibility. See Address Fields |
| Lot Marker | Interactive map for drawing property boundaries, two-way linkable to an Address field |
| Conditional logic | Show/hide fields based on other field values |
| Multi-page forms | Add page breaks and step navigation |
| Form / page alignment | Center or left-align page titles, descriptions, fields, and navigation buttons |
| Dynamic default values | Pre-fill fields using references to previous field values with live binding |
| Calculations | Formula fields that reference other fields |
| Responsive mobile layout | Image choice cards switch to horizontal list layout on mobile |
| Lead updates | Update existing leads via form submissions using URL tokens |
| Form settings | Thank you page, redirect URL, notifications, branding, colors, font |
| Embed & share | Script tag embed or direct link |
| Form preview | Test your form before publishing |
Where to Find Forms
Access the Form Builder from the sidebar: Forms. You'll see a list of your forms grouped by Entity. Click any form to edit it, or create a new one by selecting an Entity and choosing Create Form.