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CRM Configuration

Forms

Capture leads from your website with embeddable forms that flow directly into Close.
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List Forms

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Forms let you collect lead information from your website and pipe it straight into Close. You build a form in Close, embed it on your site, and each submission automatically creates (or updates) a Lead and Contact and records a Form Submission activity on the Lead’s timeline. See the product help docs for details on building, styling, and embedding forms.

Each form object represents a form your team has built in Close: its name, its archive status, and the list of field definitions it contains. Each field definition (formfld_xxx) describes one field on the form — its name, its type, and, for select fields, the available choices. Those same formfld_xxx IDs appear as keys in the values map on each Form Submission activity, so listing forms is how you turn those raw submission payloads into something human-readable.

Note that all forms endpoints are currently read-only.