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Navigate to forms from Library → Form

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Where forms fit in Flowla

Forms in Flowla let you collect structured information from customers directly within your rooms. Instead of sending separate survey links or back-and-forth emails, you embed forms right where your customer is already engaged. Forms integrate 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

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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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Form lifecycle

  1. Create - Build your form with the question types you need
  2. Configure - Add logic rules to show/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 Action

In the section where you want the form, click Add Action
3

Select **Fill a form**

Choose Fill a form from the action type options
4

Choose your form

Select an existing form from your library or create a new one