Using the Forms App

Build embeddable forms that capture contacts and activity straight into ContactDrive — a volunteer signup, an event RSVP, a newsletter box on your website.

Availability

Forms isn't listed in the public marketplace yet; it's enabled by our support team. Get in touch if you'd like it turned on.

Building a form

1. Open Forms and add a form.
2. Use the form builder to add fields. Map each one to a ContactDrive contact field or custom field, so submissions land in the right place rather than in a blob of text.
3. Save.

Duplicating a form

Most organizations end up with several near-identical forms. Rather than rebuilding, duplicate an existing one and change what differs — it copies the field mapping along with the layout, which is the tedious part.

Embedding

Each form gives you a snippet to paste into your website. Drop it where you want the form to appear.

What happens on submission

A submission creates or updates a contact, and records an activity on their timeline.

That activity is the part people underrate. It tells you where a contact came from and when — so six months later, "how did we get this person?" has an answer. It's also where form metadata like UTM parameters is kept, so you can tell which campaign actually produced the signup.

Forms vs. webhooks

If your website already uses a form builder you like — Gravity Forms, Fillout, Formspark — you don't need this app. Point that builder's webhook at ContactDrive instead; see Submitting Form Data to ContactDrive with a Webhook.

Use the Forms app when you'd rather not run a separate form tool at all.