Capture every lead, follow up instantly
Build forms and surveys for quotes, intake, and applications that feed directly into your CRM, triggering instant confirmation and follow-up the moment someone submits.
The Problem
A form that emails the office is where leads go to die
A prospect fills out your quote form at 9 PM. It lands in an email inbox, gets noticed the next afternoon, and gets a callback two days later, after the prospect already hired someone else. The form captured the lead; nothing captured the opportunity.
How it works
Build forms for any purpose
Drag-and-drop form builder for quote requests, job intake, applications, surveys, and more, with custom fields and conditional logic.
Embed them anywhere
Place forms on your CoastaFlow pages, your existing website, or share them by direct link.
Submissions create CRM contacts instantly
Every form fill creates or updates a contact, tags the lead source, and can open an opportunity in your pipeline.
Automation responds immediately
The submitter gets an instant confirmation text or email, your team gets notified, and a follow-up sequence begins.
What you get
Instant response on every submission
Leads hear back in seconds, even at midnight, while the intent is hot.
No lead lost to an inbox
Every submission becomes a tracked CRM record with automation attached, not an email someone might miss.
Better information up front
Custom fields and conditional questions gather the details you need to quote or qualify on the first touch.
Know your best lead sources
Source tracking shows which forms, pages, and campaigns produce real opportunities.
A typical workflow
- 1
Quote request
Form submitted → contact created → instant “we got it” text → opportunity opened → team notified to call.
- 2
New client intake
Intake form → details mapped to the CRM record → welcome sequence → appointment booking link sent.
- 3
Job application
Application form → tagged as applicant → routed to hiring workflow → acknowledgment email sent.
Where it earns its keep
Home services
An electrician’s quote form asks for project type, photos, and timeline, so the first call is already an informed one.
Real estate
A buyer-criteria form feeds leads into the CRM with budget and location tags, triggering matching-listing follow-ups.
Professional services
An immigration attorney’s intake form screens case type and urgency, routing qualified prospects straight to consultation booking.
Related features
Frequently asked questions
Yes. Every form generates an embed code that works on virtually any website, plus a shareable standalone link.
Yes. Show or hide fields based on earlier answers, so each respondent only sees relevant questions.
Whatever you configure: instant confirmation, team notification, pipeline entry, and automated follow-up sequences, all standard.
See Forms & Lead Capture working on your leads.
Book a working demo and we'll walk through your pipelines, conversations, automations, and AI agents, configured around how your business actually operates.