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What are forms?

Forms are configurable lead capture components that collect visitor information and automatically create contacts in your CRM. When a visitor submits a form embedded in one of your funnel pages, Fig creates a contact record with the submitted data and records the submission against that contact for future reference. Forms are reusable — build a form once in the CRM and embed it across multiple funnel pages.

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Creating a new form

1

Go to Forms

Navigate to CRM → Forms.
2

Click New form

Select New form in the toolbar.
3

Name your form

Give the form a descriptive name. This name is internal — it appears in the CRM and the site editor’s form picker, but not to visitors.
4

Add and configure fields

Use the form builder to add the fields you want to capture. See Form fields below for details.
5

Save

Click Save. The form is now available to embed in your funnel pages.

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Form fields

Each field in a form has the following configuration options:
OptionDescription
TypeThe input type (see field types below).
LabelThe visible label shown to visitors.
PlaceholderOptional hint text shown inside the input before the visitor types.
RequiredWhether the visitor must fill in this field to submit the form.
You can drag fields to reorder them, and remove any field using the delete icon next to it.

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Field types

A single-line text input for short answers such as a name or job title.
An email address input with built-in format validation. Use this for any email capture field — the value is mapped to the contact’s primary email in the CRM.
A phone number input. The value is mapped to the contact’s phone field in the CRM.
A single boolean checkbox — useful for consent fields, opt-ins, or yes/no questions.
Always include at least one email or phone field. Fig requires either an email or phone number to create a contact record when the form is submitted.

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Embedding a form in a funnel page

1

Open the site editor

Navigate to your funnel, then open the page you want to edit in the site editor.
2

Add a form block

In the editor’s block library, find the Form block and drag it onto the page canvas.
3

Select your form

In the block settings panel, use the Form dropdown to select the form you created. The block renders a live preview of your form fields.
4

Publish the page

Save and publish the page. The form is now live and ready to capture submissions.
The same form can be embedded on multiple pages. Any updates you make to the form in CRM → Forms are reflected everywhere the form is embedded.

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How form submissions create contacts

When a visitor submits a form on your funnel page:
  1. Fig creates a new contact record (or updates an existing one if the email matches).
  2. The submission is stored against the contact and visible on their detail page under the Forms tab.
  3. Any workflow nodes triggered by a form submission (such as Add to Group or notification actions) run automatically.

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Viewing form submissions on a contact

Every form submission a contact has made is visible on their detail page:
  1. Open a contact from CRM → People.
  2. Click the Forms tab.
  3. Each submission shows the form name, submission date, and the answer to every field in that submission.
This gives you a full record of what each lead submitted across all your funnels.