Smart form overview

Collect data from external customers or employees, create CRM records, assign ownership, and analyze traffic.

Business value

Automatic record creation: Create Leads, feedback records, or other CRM records from submissions.
Accurate ownership: Use anonymous links, employee-specific QR codes, or email parameters.
Traffic visibility: Monitor page views, unique visitors, submissions, and failed synchronizations.

Smart form modes

Mode	Scenario	Ownership rule
Anonymous mode	Public event registration or surveys.	The owner defaults to the System user, except for Leads in a Lead Pool. A Workflow can assign records.
Identified mode	Employee-led acquisition through offline or social channels.	The record belongs to the employee who generated the private QR code.
Automated marketing mode	Automated surveys with Workflows and email templates.	The link contains a related record ID and associates the submission with that record.

Design and field limitations

Supported objects: Leads, Accounts, Contacts, and all custom objects.
Supported fields: Text, single-select, multi-select, Boolean, numeric, date, region, check-in, location, image, and attachment fields.
Display Name: Set a visitor-friendly field alias.
Required, Read-Only, and Hidden: Hide a field and set its default value when necessary.
Preset Item: Hide a field from visitors and let employees personalize its preset value.