Form Builder

Build custom forms for any purpose — lead capture, client intake, surveys, feedback, and more. Submissions automatically flow into your CRM. Available on all plans.

Overview

The Form Builder app lets you create fully customizable forms without any coding. Use the visual editor to add text fields, dropdowns, checkboxes, file uploads, and more. Each form gets its own shareable link and can be embedded on your GoConverso website or any external page via iframe or widget.

Key capabilities:

Access: Go to Dashboard → Apps → Form Builder to create and manage forms.

Creating a Form

Field Types

The editor supports 10 field types:

Each field can be marked as required or optional. Required fields show a validation error if left empty when the form is submitted.

Form Settings

Each form has configurable settings:

CRM Integration

Form submissions automatically integrate with your GoConverso CRM. When someone submits a form, the system:

Smart Client Matching

The system uses a 3-step matching process to avoid duplicate client records:

1. Match by email — If a client with the same email already exists, the submission is linked to that client
2. Match by phone — If no email match, tries matching by phone number
3. Match by name — If no phone match, tries matching by full name

If no match is found, a new client record is created automatically.

CRM Actions on Submission

For each form, you can configure automatic CRM actions:

Embedding Forms

Embed your forms on any website — your GoConverso site, external websites, or landing pages. The embed system supports 3 modes.

Embed Modes

Getting Embed Code

1. Open a form in the Form Builder dashboard
2. Click the Embed button
3. Choose your embed mode (Inline, Popup, or iFrame)
4. Copy the generated code and paste it into your website

Inline Widget Example

<div data-goconverso-form="your-form-slug"></div>
<script src="https://goconverso.com/embed.js" async></script>

Popup Modal Example

<button onclick="GoConversoForms.popup('your-form-slug')">
  Open Form
</button>
<script src="https://goconverso.com/embed.js" async></script>

Data Attributes

Customize the embedded form using data attributes:

JavaScript API

The embed script exposes a global GoConversoForms object:

PostMessage Events

Embedded forms communicate with the parent page via PostMessage events:

File Uploads

Forms can accept file attachments from submitters. Files are stored securely in a dedicated Supabase Storage bucket (form-attachments).

File Size Limits

Downloading Files

Uploaded files can be downloaded from the Submissions page in the Form Builder dashboard. Click on any submission to view its details and download attached files.

Analytics & Tracking

Each form tracks engagement metrics automatically:

UTM & Metadata Tracking

Every form submission captures:

This data helps you understand which marketing channels drive the most leads.

Draft & Active Workflow

Forms have two states:

How It Works

• New forms start as Draft by default
• Toggle to Active when ready to accept submissions
• Toggle back to Draft to temporarily disable a form without deleting it
• Plan limits only count Active forms — drafts don’t count toward your limit
• Deleting a form requires confirmation via an alert dialog

Submissions Dashboard

View all form submissions from the Submissions tab in the Form Builder.

Submission Details

Each submission shows:

Field Display

Different field types are rendered with appropriate formatting:

• Email — Clickable mailto link
• Phone — Clickable tel link
• Date — Formatted date string
• File — Download button
• Select/Radio — Selected option label
• Checkbox — List of checked options

Plan Limits

Related

• Client Management — CRM where form submissions create client records
• Email Marketing — Send campaigns to leads captured via forms
• Automations — Trigger automated workflows from form submissions
• Website Builder — Embed forms on your GoConverso website pages