Platform · Form Builder

Build forms for any
part of your business.

Contact forms, lead capture, surveys, booking requests, internal intake forms — build them all in Ektie. Map fields to your CRM, publish to a URL, and connect to a workflow on submission.

15 field types · Multi-step · CRM-connected · Publish to URL or embed

Every field type you need
to collect the right data.

From basic text and dropdowns to date pickers, file uploads, and booking slots — add any combination of input types to your form and mark them as required or optional.

Text
Single-line text input
Email
Email address with format validation
Phone
International phone number with country code
Number
Numeric input for quantities, IDs, or scores
Text Area
Multi-line text for messages and longer answers
Select
Dropdown with predefined options
Checkbox
Boolean toggle or multi-select via checkboxes
Radio
Single-choice selection from a list
Date
Date picker — day, month, year
Time
Time picker for scheduling and availability
Date & Time
Combined date and time selector
File Upload
Accept documents, images, and attachments
URL
Website or link field with format validation
Range Slider
Slider with min, max, step, and custom labels
Booking Slot
Let visitors pick an available slot from CRM records

Single page or
multi-step — your choice.

Keep it simple with a single-column form, or break long forms into named steps with a progress bar. Use 2 and 3-column containers to place fields side by side.

Multi-step

Split long forms into named steps with progress navigation.

1 column

Standard single-column layout — fields stack vertically.

2 columns

Side-by-side layout for paired fields like first/last name.

3 columns

Three-column grid for compact field arrangements.

Add headings, images,
and instructions.

Forms don't have to be bare input boxes. Add headings to label sections, paragraphs to explain what you're asking, images for context, and custom HTML for anything else.

Headings (H1–H4)

Section titles and labels to organise your form.

Paragraph

Instructions, descriptions, or explanatory copy.

Image

Logos, product visuals, or contextual images.

Divider

Horizontal rule to separate sections visually.

Custom HTML

Embed any HTML — videos, maps, or custom content.

Map fields to your CRM.
Trigger a workflow on submit.

Connect each form to a CRM object — Contact, Company, Deal, or any custom object. Map form fields to CRM fields. Every submission creates the corresponding record automatically.

Form submissions are also a trigger in the workflow builder. Any workflow can fire the moment a submission lands — send a confirmation email, enrol the contact in a sequence, notify your team, or run any automation you've configured.

On submission · What can happen
Contact record created
Confirmation email sent
Enrolled in sequence
Team notification fired
Workflow automation starts

Public URL. Login gate.
Submission limits. Your call.

Every form has settings for access, notifications, and limits. Configure them once — the form behaves accordingly for every visitor.

Public URL

Every form gets a unique public URL — share it in emails, post it on social, or embed it on your website.

Login required

Restrict submissions to signed-in users only — useful for internal forms and team-facing inputs.

Submission limit

Cap the total number of submissions — for events, waiting lists, or capacity-limited offers.

Email notifications

Receive an email whenever a new submission arrives — keep your team informed without checking the dashboard.

Submission prefix

A custom 4-character prefix on submission IDs — keeps records identifiable across different forms.

Open / closed

Toggle submissions on or off at any time — close a form when it's no longer accepting responses.

Build the form.
Connect it to your pipeline.

15 field types, multi-step layouts, CRM field mapping, workflow triggers, and full publishing controls — everything you need to collect data and act on it.