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TL;DR

Forms let you collect structured information, from sales qualification details to onboarding requirements, directly inside your rooms. No separate survey links, no chasing answers over email.
Navigate to forms from Library → Form

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Where forms fit in Flowla

Forms let you collect structured information from customers directly inside your rooms. Instead of sending separate survey links or chasing answers over email, you embed forms right where your customer is already engaged — making it much more likely they’ll actually complete them. Forms connect seamlessly with rooms and workflows:
  • Embed in rooms — Add forms to any section of your room
  • Trigger workflows — Use form submissions to kick off automated actions
  • Sync to CRM — Push form responses to HubSpot or Salesforce automatically
  • Build with REX: ask REX to create a form for you in plain language, rather than building it field by field

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Common use cases

Sales qualification Collect budget, timeline, and decision-maker information before your next call. Onboarding intake Gather technical requirements, team contacts, and project goals during kickoff. Feedback collection Get structured feedback at key milestones throughout the customer journey. Document requests Request files, contracts, or other materials with file upload fields.

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How forms work end to end

  1. Create — Build your form with the question types you need
  2. Configure — Add logic rules to show or hide questions based on answers
  3. Embed — Add the form to one or more rooms
  4. Collect — Customers submit responses directly in the room
  5. Review — View submissions in Flowla or sync them to your CRM
  6. Automate — Trigger workflows based on form submissions

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Adding a form to a room

1

Open the room

Navigate to the room where you want to add a form and enter edit mode.
2

Click Add Page

In the section where you want the form, click Add Page.
3

Click Add Action Plan

On the new page, click Add Action Plan.
4

Add an Action Item

Click Add Action Item within the action plan.
5

Select Fill a form

Choose Fill a form from the action type options, then select an existing form from your library or create a new one.
When a respondent clicks the action, the form slides out on the right-hand side of the room for them to complete inline.
Embedding a form as an action item makes completion trackable — you’ll see exactly who submitted it and can trigger follow-up workflows automatically when they do.

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Viewing form responses

1

Click Forms in the left sidebar

Navigate to Forms from the main left-hand menu.
2

Open the form

Click on the form whose responses you want to review.
3

Click Responses

In the top right corner of the form, click Responses.
4

Review submissions

Browse individual responses — each one shows who submitted it, when, and the answers they provided.