Sales & Growth

Forms

Build a form in minutes, embed it anywhere, and have the answers write onto contact records and start automations.

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Claude

Connected to PenguinPilot

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PenguinPilot · FormsReady

Site visit request

Before

Site visit request

Document details

Connected to your AI assistant

Works with the AI you already use:ClaudeChatGPTGeminiGrok

BUILT INTO YOUR WORKDAY

Everything forms brings together.

Drag-and-drop builder
Fields, logic and validation without code.
Embed anywhere
Website, email, QR code or internal workflow.
Field mapping
Answers write directly onto CRM fields.
Conditional logic
Show questions based on earlier answers.
Automation triggers
Fire tasks, emails and stage changes on submit.
Internal forms
Use them as steps inside a pipeline card.

Forms in action.

Tell us what needs doingForms · connected to CRMEditPreviewResultsShareSave

PagesPage 1 · Job detailsAddFull nameEmailJob typeProperty addressUrgency

Tell us what needs doing0/5 fields

Full nameTextCRM

EmailEmailCRM

Job typeTextCRM

Property addressAddressCRM

UrgencyTextCRM

Form settingsField mappingEmailCustomer · EmailJob typeJob · TypeJob requestJobs pipelineOn submitCreate / update customerMove pipeline stageCreate follow-up task

Tell us what needs doingTell us what needs doing and we'll be in touch.

Full nameYour nameEmailyou@email.co.nzJob typeWhat needs doing?Property addressStreet addressUrgencyHow urgent is it?Request an estimate

Share formShareable form link

CopyEmailTextOpen

Or embed it on your site or inside a workflow card.

New customer created

Hana Ropata · deduped on email

Added to Jobs pipeline

Stage: Estimate requested

Follow-up task created

Call Hana before end of day

Form → CRM record → follow-up

Workflow · New job inquiry

Lead capturedWebsite · Facebook · QR code

Form: Tell us what needs doing5 fields · mapped to CRMForm

Create / update customerDeduped on email

Move to Jobs pipelineStage: Estimate requested

Create follow-up taskCall before end of day

The same form, running inside a workflow

Build it once, map it to your CRM, and every submission triggers the next step.

A SMALLER SOFTWARE STACK

What it replaces.

Bring the work into your business platform instead of paying for disconnected tools and moving the same information between them.

Standalone form builders
Submission spreadsheets
Manual answer re-entry

Explore all features

Forms

Everything forms brings together.

Drag-and-drop builder

Embed anywhere

Field mapping

Conditional logic

Automation triggers

Internal forms

Forms in action.

What it replaces.

The whole platform. Not just this feature.

Calculate your savings.