Forms & lead capture

Build intake forms in 30 seconds. Submissions land in your CRM, fire automations, and notify your team. No third-party form builder needed.

The basics

A form in SeldonFrame is a list of fields plus a destination. The fields collect data from a visitor; the destination decides what happens with it (create a contact, attach to a deal, fire a Zap-style automation, send a confirmation email).

Create the form

Forms → "New form." Give it a name like "Quote request."

Add fields

Standard fields (name, email, phone) auto-map to CRM fields. Custom fields ("Service needed", "Square footage", "Budget") become custom contact fields automatically.

Set the destination

Create contact with stage "new lead" (default).
Create deal at $value, attached to the contact.
Fire automation — see Automation rules.
Send email — confirmation to the submitter, notification to you.

Embed it

Drop the form on any SF page (it's a block). Or copy the embed snippet and paste on an external site:

<iframe src="https://app.seldonframe.com/embed/form/frm_abc123" width="100%" height="500"></iframe>

Spam protection built in

Every submission is scored for spam (honeypot field, rate limiting, common spam-pattern detection). Suspicious submissions land in Forms → Quarantine instead of your CRM. Review and approve or delete.

Conditional logic

Fields can show or hide based on prior answers. Example: ask "Service needed?" → if "Furnace repair," show "Age of unit?"; if "AC install," show "Square footage?". Set up in the form builder under each field's "Show when" rule.

Multi-step forms

Long forms convert badly. Split a 12-field form into 3 steps of 4 fields. The submission is one record in your CRM regardless. Toggle "Multi-step" in the form's Layout settings.

Through Claude Code

"Build me a quote-request form with name, email, phone, service needed (HVAC repair / install / maintenance), and 'when do you need it' (this week / this month / planning ahead). Notify me at owner@acmehvac.com on every submission."