Forms

A form is the front door for people who don't want to chat: request-a-quote, book-a-consult, join-the-waitlist. Every submission creates a CRM row and a deal card in the column you chose, records attribution, and fires the form submitted trigger — which is how the 5-second lead text happens.

Templates per business

Creating a form offers ready-made templates — HVAC service request, dental appointment request, med-spa consult, restaurant event enquiry, and more — each with the fields, copy, and styling that trade actually uses. Pick one, adjust, done. Or start blank.

Building a form

1. 1
   Create

   CRM → Forms → New form → pick a template or start blank.
2. 2
   Map the fields

   Each form field maps to a CRM field on the card — the form and the board stay in sync by design.
3. 3
   Choose the landing column

   Where submissions appear ("New requests"). This is also what the form submitted trigger can filter on.
4. 4
   Publish

   Embed it on the website or share the hosted link. Styling (colors, copy) is per-form.

Forms on sites you don't control

A partner site or an existing website form can post directly into the CRM without using OpenAgent's form at all — create a Connections API key and POST to `/crm/ingest`. Same row, same card, same triggers, and attribution tells you which site sent it.