Forms

Capture leads,
process automatically

Create forms that feed leads directly into your CRM and trigger workflows – no copy-paste, no lost inquiries.

Features

Drag & drop builder

Build forms in minutes – with conditional logic, validation and brand styling.

Smart routing

Leads are automatically assigned to the right team – by region, product or priority.

Real-time everywhere

Embed on your website, share as a link or include in emails – with live CRM sync.

Live Preview

Form editor
PreviewLive
Submit

How it works

From idea to automated form solution in three simple steps.

1

Create

Drag fields into your form and customize design and logic with ease.

2

Connect

Link your form to CRM, workflows and notifications – all on one platform.

3

Convert

Capture leads in real time and turn inquiries into deals automatically.

Real-time analytics

Deep insights into your form performance

Spot drop-off points, optimize conversion rates and understand which fields and channels perform best.

  • Conversion funnel with per-field drop-off analysis
  • Real-time dashboards for submissions and sources
  • A/B tests for form variants and CTAs

Form performance

1.284

Submissions

34,2%

Conversion

1:42

Avg. time

Submissions over the last 7 days

Seamless integrations

Connect Worktastic with your existing tools – or use everything natively on one platform.

Slack
Salesforce
HubSpot
Zapier
Google Sheets
Microsoft Teams
Stripe
Webhook
+ 50+ more

Frequently asked questions

Yes – colors, fonts, logos and layout can be fully tailored to your brand. No separate styling tool required.

Every submission lands directly in your Worktastic CRM – with contact, deal and activity timeline. Workflows can trigger instantly.

Yes, via embed code, iFrame or hosted link. All variants sync in real time with your central data layer.

Ready to get started?

Create your first form in minutes and connect it directly to CRM and automation.

Get started

No credit card required. 14-day free trial.