Internal Forms

An internal form gives a user the ability to submit a form on behalf of a contact in your database. This is an excellent way to standardize the collection of information from your contacts as you and your team work through your sales process. An internal form can also be a trigger for launching automation to streamline your work flow.

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 Create an Internal Form
An internal form gives a user the ability to submit a form on behalf of a contact in your database. This is an excellent way to standardize the collection of information from your contacts as you and your team work through your sales process. An internal form can also be a trigger for launching automation to streamline your work flow.
Submit an Internal Form for an existing contact
An internal form gives you the ability to submit a form on behalf of an existing contact. Internal forms help automate internal workflows. Pro-Tip!  Click here if you are looking to learn how to set up an internal form in the campaign bui...
Add a new contact with an internal form Updated
You can create custom internal forms to simplify your business processes. Then, you can choose which forms appear in menus such as quick-add and which forms are the default form.  Add a new contact with an internal form using quick-add Go ...