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Planbrand Forms

Build Any Form Your Business Needs. Lead generation, surveys, support tickets, feedback, or approvals — all made simple.Create branded forms that capture leads, gather feedback, or collect internal approvals — all connected to your built-in Planbrand CRM.

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Planbrand Forms — Built to Do More Than Collect Data

Every submission connects, triggers, and grows your brand automatically.

Forms in Planbrand aren’t just fields — they’re the start of your brand’s workflows. Each submission updates your CRM, creates or tags personas, and can trigger journeys, tasks, or follow-up emails. You can build anything your
business needs — from lead capture to surveys, app ovals, and support requests — all styled in your brand design. This section helps you understand how Planbrand Forms connect every part of your workspace and turn answers into action.

What’s the benefit of every website form going straight into my brand’s CRM?

How does Planbrand turn a form into action without manual work?

Do targeted forms actually improve conversion?

Why use Planbrand forms on Planbrand pages and emails instead of separate
tools?

Do forms match my brand?

How do I create one?

What field types are available?

What can Planbrand forms capture?

Can I change the order of fields?

How do targeted forms reduce friction?

Can I share or embed a form?

What happens in CRM after a form is submitted?

Can forms kick off real work?

Do forms help with payments?

Can forms send emails automatically?

What KPIs should I watch?

How do forms help multi-brand workspaces?

How do forms lower tool sprawl and cost?

What are the plan limits for forms?

How do forms shorten sales and support cycles?

More Questions and Answers

What’s the quickest way to lift form conversion?

How do I track source without messy fields?

Can I route different journeys from different forms?

Do you support conditional logic or multi-step forms?

How do I reduce spam before CAPTCHA arrives?

What’s a good success message?

Can I embed forms anywhere?

Any copy tips for higher completion?

Submissions look missing. What do I check?

Form won’t save/publish.

Prefill not working.

Spam spike.

What about data control and exports?

File upload failing.

How many forms do I get?

Can I capture UTM parameters?

Can I track with GA4/Meta pixels?

Do you show views/starts/completions?

Data retention & deletion (GDPR)?

Can I edit a submission?

More Questions and Answers

Where do I see submissions?

Who sends emails on Founder vs Pro?

Will it be responsive?

How do I embed on my website?

Can I auto-assign tasks or Teams from a form?

Can I auto-start a journey when the form is submitted?

Can I tag contacts from a form?

Webhooks / Zapier / Make?

Does a form submission create a Contact?

What happens after a successful submit on the page?

Can I send an auto-reply to the submitter?

Can the auto-reply include a pay link or next step?

Can I collect passwords, card data, or sensitive health info via Forms?

Where do I add admin recipients?

Can I prefill and still hide fields?

Can I prefill via URL parameters manually?

Max upload size and types?

What validation exists?

How do I prefill name/email?

Can I add my own consent/terms tick?

More Questions and Answers

Can I share a form without embedding it?

What do I gain by having forms + CRM + tasks in one platform (no plugins/zaps)?

What tabs do I get?

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Contact us

Get help with your forms

If something isn’t working as expected, you’re in the right place. Tell us which form you’re using and what’s happening, and our team will look into it and help you fix it as quickly as possible.

Form Related Support Request Form

Form Related Support Request Form

Built in Planbrand