Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Custom Forms for Contacts are used to create new contacts

  • If you create contacts using the Integrations App, your organisation needs to use Custom Forms for Contacts rather than classic Contact Forms

Get started with Custom Forms for Contacts in 4 steps

  1. Turn on Custom Forms for Contacts (so that your organisation has permission to use Custom Forms)

  2. Create a Custom Form for Contacts (unlike classic Contact Forms, you need to create your first Custom Form)

  3. Assign your Custom Form to a project

  4. Now you can use a Custom Form to create a contact in that project