Published at: 2026-09-17
Smart form overview
Collect data from external customers or employees, create CRM records, assign ownership, and analyze traffic.
Business value
- Automatic record creation: Create Leads, feedback records, or other CRM records from submissions.
- Accurate ownership: Use anonymous links, employee-specific QR codes, or email parameters.
- Traffic visibility: Monitor page views, unique visitors, submissions, and failed synchronizations.
Smart form modes
| Mode | Scenario | Ownership rule |
|---|---|---|
| Anonymous mode | Public event registration or surveys. | The owner defaults to the System user, except for Leads in a Lead Pool. A Workflow can assign records. |
| Identified mode | Employee-led acquisition through offline or social channels. | The record belongs to the employee who generated the private QR code. |
| Automated marketing mode | Automated surveys with Workflows and email templates. | The link contains a related record ID and associates the submission with that record. |
Design and field limitations
- Supported objects: Leads, Accounts, Contacts, and all custom objects.
- Supported fields: Text, single-select, multi-select, Boolean, numeric, date, region, check-in, location, image, and attachment fields.
- Display Name: Set a visitor-friendly field alias.
- Required, Read-Only, and Hidden: Hide a field and set its default value when necessary.
- Preset Item: Hide a field from visitors and let employees personalize its preset value.