Building Forms with the Form Builder

When to use hosted forms

Hosted forms are forms you build right inside LeadToSheet — no coding and no changes to your website needed. They're perfect when you want a quick campaign form, a landing-page form, or a simple form to drop onto a site you can't easily edit.

• Share the form's own link straight from emails, ads, and social posts.
• Embed the form on your own website with a small snippet (see Embedding & sharing your forms).
• Every lead flows into the same place as the rest — your Leads page, your Google Sheet, your routes, AI scoring, and alerts.

Start a new form

1. 1

   Open the Form Builder

   Open the site you want the form to belong to, then choose Form Builder in the sidebar (under Capture). Click the "New form" button in the top-right corner.

2. 2

   Pick how you want to start

   A "Create a form" window opens with three choices: start from a blank form, create one with AI, or pick a template. Choose whichever is closest to what you need.

3. 3

   Name it and create

   Give your form a name (you can change it later) and create it. LeadToSheet opens the builder so you can add and arrange your fields.

Start with a blank form

A blank form starts with three fields — Name, Email, and Message — that you can keep, change, or remove. Best when you want full control from the start.

Create with AI

Choose "Create with AI", describe the form in plain English (for example, "a contact form for a SaaS company that captures name, work email, and what they need help with"), and we'll build a first draft for you. You can then tweak every field in the builder.

Start from a template

Templates give you a ready-made form you can edit. Available templates: Contact form, Newsletter signup, Lead qualification, Event RSVP, Job application, Feedback, and Waitlist.

Add and arrange your fields

In the builder, the middle column shows a live preview of your form, the left column lists the fields on the current step, and the right column is where you edit the selected field. Click "Add field" to add a field, click any field to edit it, drag the handle to reorder, and use the trash icon to remove one.

Field types you can add

• Short text — a single line, like a name or company.
• Email — checks that it looks like a real email address.
• Phone — a phone number.
• Number — numbers only.
• Long text — a bigger box for messages or details.
• Dropdown — pick one option from a list.
• Radio group — pick one option, shown as buttons.
• Checkbox group — tick as many options as apply.
• Multi-select — pick several options from a list.
• Date — a date picker.
• File upload — let people attach a file.
• Consent — a tick box for agreeing to terms or marketing.
• Hidden — a field your visitor doesn't see, handy for passing a fixed value.

Settings for each field

• Label — the wording shown above the field.
• Field ID — the short name this field is saved under (this becomes the column name in your Google Sheet).
• Placeholder and Help text — optional hints shown inside or below the field.
• Required — turn on to make the field must-fill before the form can be submitted.
• Options — for Dropdown, Radio, Checkbox, and Multi-select fields, type one choice per line.
• Min, Max, and an advanced pattern rule — optional limits for the more technical setups; you can ignore these for most forms.

Add multiple steps (optional)

Long forms feel easier when split into steps. Use the step bar above the builder to add up to 10 steps, with up to 40 fields each.

• Add a step — click "Add step" to create a new page in your form.
• Rename a step — click the step's title and type a new one.
• Move a field to another step — use the move icon on the field, then pick the step.
• Reorder or delete steps — drag the step to reorder, or use the X on a step to remove it (a form always needs at least one step).

Save and publish

Your work saves on its own as you go — you'll see a "Saved" note near the form name, so there's no Save button to remember.

1. 1

   Build your form

   Add and edit fields until the preview looks right. Until you publish, the form stays a private draft that no one else can see.

2. 2

   Click Publish

   When you're happy, click "Publish". This makes the form live and creates a version (Published v1, v2, and so on). You need at least one field, and every step must have a field, before you can publish.

3. 3

   Preview anytime

   Once published, click "Preview" to open the live form in a new tab exactly as visitors will see it.

Manage your forms

The Form Builder page lists your forms under two tabs: Active and Archived.

• Edit — open any active form back up in the builder.
• Archive — stop a form from accepting submissions without losing anything. Its public page shows a "not found" message, but every submission you've already collected is kept.
• Restore — bring an archived form back. It returns as a draft, so you can review it and publish again when ready.
• Rename — change the form's name from the name box at the top of the builder.

See your submissions

Open a form and choose the Submissions tab to see its 50 most recent entries at a glance, each with a timestamp and a short preview. Every submission also lands on your Leads page and in your Google Sheet, which hold the complete history.

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