Building Inbound Lead Forms - Reevo Knowledge Base

Forms let you capture inbound leads directly into Reevo - no third-party form builder or manual exports. Each form ships with a built-in workflow that creates contacts and accounts, runs research, and routes the lead to the right person. Forms are admin-only. If you don’t see Forms under Find & connect in the sidebar, your role doesn’t have access.

Overview

A form in Reevo is a published page on forms.reevo.ai that:

Displays the fields you set up in the builder: text inputs, dropdowns, checkboxes, and more
Maps inputs to a Contact or Account field in your CRM
Triggers a workflow on submission. Actions include upsert records, run research, route to sales, send a Slack notification, enroll in a sequence, or show a scheduler

Reevo currently ships two form templates:

Contact me: an inbound interest form for sales to follow up with
Schedule demo: a contact me form with a scheduler step at the end so the prospect books a meeting in the same flow (schedulers can be displayed conditionally)

You can also connect an external form (Framer, HubSpot, Jotform, Typeform, Webflow) and use Reevo only for the workflow side. See Connecting an external form below.

Prerequisites

Admin role. Form creation, editing, pausing, and archiving are admin-only.
For Schedule demo forms, at least one scheduling link configured on the host or round robin you want to expose.
For external forms, an account with the form provider you’re connecting (Framer, HubSpot, Jotform, Typeform, or Webflow).

Creating a form

Go to Forms in the left sidebar (under Find & connect)
Click Create form
Choose a template:
- Contact me: inbound form only
- Schedule demo: includes a form to submit information, along with a Show Scheduler step in the workflow, so submitters book a meeting in the same flow
Give the form a name. The slug (the URL path on forms.reevo.ai) is generated from the name and is immutable after creation. If you need a different URL, you’ll need to create a new form
Click Create to open the form builder

Both templates seed the same starter fields:

Field	Type	Mapped to
First name	Single-line text	Contact - First name
Last name	Single-line text	Contact - Last name
Job title	Single-line text	Contact - Job title
Company name	Single-line text	Account - Display name
Company size	Number	Account - Estimated employee count
Email address	Email	Contact - Primary email
Phone number	Phone number	Contact - Primary phone number
SMS consent	Checkbox	Contact - SMS consent

The Schedule demo template uses Schedule demo as the CTA button label; Contact me uses Submit. Both are editable in the builder.

Building the form

The form builder has two tabs: Build form (the canvas) and Workflow (the bundled automation). All changes auto-save as a draft, with no manual save needed.

Adding fields

The field palette on the left groups inputs by category. Drag a field onto the canvas, or click to add it at the end. To rearrange, drag fields between rows; you can place up to two fields side-by-side in the same row by dropping one next to another. Available field types

Inputs

Single-line text: one-line free text
Multi-line text: paragraph free text
Number: numeric input
Email: validates that the value looks like an email
Phone number: phone format
Date: date picker
URL: URL format
Dropdown: single-select from a list (if mapping to CRM objects, the dropdown values must match the same values in the CRM)
Checkbox: single checkbox (useful for consent statements)
Image: upload-once image rendered on the form (for example, a header logo)

Text content (non-input)

Headline: section heading shown to submitters
Paragraph: explanatory copy between fields

Text content fields are not collected; they’re for layout only.

Mapping fields to the CRM

For form submission to populate Contact and Account records, the relevant input fields on a Reevo-hosted form needs a CRM mapping. Click a field on the canvas to open the field inspector, then choose:

Object: Contact or Account (custom objects are not supported)
Field: any standard or custom field on that object

The builder validates compatibility automatically. For example, you can map a Number field to Estimated employee count but not to First name, and you can’t map two form fields to the same CRM field. If you need a CRM field that doesn’t exist yet, create it under Settings → Custom fields before mapping. See Custom Fields for help.

Customizing copy and validation

For each field you can edit:

Title: the label shown above the input
Placeholder: hint text inside the input
Description: optional helper copy below the title
Required / optional: toggle to denote which fields are mandatory
For Dropdown fields, the underlying select list; to map to CRM objects, the dropdown values must already exist on the CRM side

Branding

Click Form settings in the toolbar to:

Edit the form title and description that render at the top of the public page
Edit the submit button text
Upload a logo (PNG or JPG, max 5MB, displayed at the top center). Transparent backgrounds render best. Logo upload uses the same flow regardless of where it’s accessed: re-upload to replace, click the trash icon to remove

Previewing

Click Preview in the header to preview the form in desktop and mobile views without leaving the builder. The Preview button is hidden for external forms, as those are hosted by the third-party provider.

Configuring the workflow

Every Reevo-hosted form is bundled with a workflow that runs on submission. Switch to the Workflow tab in the form builder to set it up. The following four templates are available for easier setup of Contact Me forms:

Template	What it does
Form Submitted → Create Account and Contact	Creates Account and Contact records (skip if record exists). Bare-minimum starting point.
Form Submitted → Enroll in Sequence	Creates Account and Contact records, then enrolls the contact in an email sequence.
Form Submitted → Assign to Sales	Creates Account and Contact records, runs research, round-robins an owner across a pool, then sends a Slack DM to the assigned seller.
Form Submitted → Route for Follow-up	Creates records, runs research, then routes via a condition node based on competitor domains, whether the records already exist, and ICP fit. The richest template that can be used as a starting point for sophisticated routing.

The following two templates are available for the Schedule demo forms:

Template	What it does
Form Submitted → Show Scheduler	Displays a Reevo scheduling page after the form submission to the form submitter, then creates an Account and Contact.
Form Submitted → Condition → Show Scheduler	After a form submission, branches on a condition the admin configures (e.g., qualified vs. unqualified by company size), show a Reevo scheduling page or routes to a thank-you page, before creating an Account and Contact.

Click Create from scratch if none fit and you want a blank canvas. The workflow trigger is locked to a form submission, so you can’t change the trigger type from inside the form builder.

Form-specific action nodes

Forms includes nodes that aren’t available in standard workflows:

Create Account from Form (account_form_upsert): creates a new account or updates an existing one using the submitted form data, with Skip if Exists semantics
Create Contact from Form (contact_form_upsert): same as the above but for contacts
Show Scheduler (Schedule demo only): renders a scheduling page inside the form’s confirmation flow so the submitter books a time without leaving the page

All other workflow nodes (Slack message, Sequence enrollment, Round robin, Condition, Stage moves, etc.) work the same way as in any other workflow. See Workflow Action Nodes for the full reference.

Editing the workflow on a live form

When you edit a launched form’s workflow, the existing version stays live and keeps processing submissions. Your edits accumulate as a draft until you re-launch.

Validating and launching

The builder runs continuous validation in the background. The Launch button enforces a hard block when issues exist: hover over the button for a tooltip that lists what needs to be addressed Form-level checks (Reevo-hosted forms)

At least one input field (content blocks alone don’t count)
An Email field is present and mapped to a Contact email field
For Schedule demo forms, the form has both a First name and Last name field mapped to Contact
No two fields mapped to the same CRM field
All field types are compatible with the CRM field they map to

Per-field checks

Title is set (except for Headline / Paragraph / Image content blocks)
Headline and Paragraph fields have content
Dropdown and Multi-select fields have a select list chosen
Image fields have an image uploaded

Launch states

Form status	Button label	Behavior
Draft (never launched)	Launch	Publishes the form for the first time
Active, no draft changes	Launched (disabled)	Nothing to publish
Active, draft differs from live	Launch changes	Publishes the new version, overwriting the live one
Paused	Launch	Resumes the form
Active, workflow inactive	Launch	Re-activates the linked workflow

If you’re on the Workflow tab when there are pending changes, the button reads Launch changes instead of Launch.

Once a Reevo-hosted form is launched, it lives at https://forms.reevo.ai/<your-org>/<form-slug>. Click Share in the form builder header to open the share popover:

Share link: copies the URL with one click
UTM parameters: fill in any of the five standard fields (utm_source, utm_medium, utm_campaign, utm_term, utm_content) and Reevo appends them to the URL. Submissions tagged with UTMs flow through to the Insights tab as a channel breakdown

You can use one form with multiple UTM combinations to attribute submissions across channels. The form is the same; only the parameters change. You can also copy the link from the form list page: open the row’s ⋯ menu and click Copy link.

Embedding a form on your website

You can embed a Reevo form on your website using the code snippet from the Share popover, or by building your own iframe. Embedding is off by default: until you configure allowed domains for a form, any attempt to embed it will be blocked by the browser. Configuring allowed domains Open Form settings in the builder toolbar and scroll to the Embed settings section. Add each allowed domain one at a time and press Enter or click Add. Domains appear as removable tags; click the × on any tag to remove it. Examples of supported domain formats:

reevo.ai - allows embedding from the domain reevo.ai only
.reevo.ai - allows embedding from any subdomain of reevo.ai

Once configured, the form will only render inside iframes served from domains on your list. Attempts from any other domain are blocked automatically. Embedding with the code snippet (recommended) Open the launched form, click Share, and copy the Code snippet. Paste it into your page’s HTML where you want the form to appear:

<script src="https://static-js-sdk.reevo.ai/global.js" async></script>
<div data-reevo-form="<your-org>/<form-slug>"></div>

The <script> tag loads Reevo’s embed library and the <div> marks where the form renders, resizing itself automatically as the visitor fills it out. You only need one <script> tag per page, even when embedding multiple forms - add another <div data-reevo-form="…"> for each one. Any UTM parameters you enter in the Share popover before copying are written into the snippet as data-reevo-utm-* attributes and tagged onto submissions, so they appear in the Insights channel breakdown just like a UTM-tagged share link:

<script src="https://static-js-sdk.reevo.ai/global.js" async></script>
<div
  data-reevo-form="<your-org>/<form-slug>"
  data-reevo-utm-source="newsletter"
  data-reevo-utm-medium="email"
></div>

Building your own iframe If you’d rather embed the form yourself, point an <iframe> at the form’s public URL (https://forms.reevo.ai/<your-org>/<form-slug>). The form renders and submits the same way, but you’ll need to manage the iframe’s height yourself - it won’t auto-resize like the code snippet does. A few things to keep in mind:

Each form has its own allow-list: there’s no org-wide default
Removing all domains from the list disables embedding again
The Preview button in the form builder is unaffected by embed settings
Unlike form content changes, embed options take effects immediately
If you want to add UTM parameters after a form is already embedded, please note that you must change your embedded code to include the new parameters

Reviewing submissions

Click a form’s name in the list to open the form detail page. There are two tabs:

Insights

Daily submissions: see submission volume across the date range you select
Channel breakdown: view submissions by utm_source (or any UTM parameter), so you can see which campaigns are driving leads
Form Submission Reporting: a link to a workspace-level dashboard with conversion metrics like opportunities and pipeline generated. The first admin to set it up confirms a template-copy dialog; after that, the link navigates directly for everyone in the org

Submissions

A table of every submission, with the newest value first, along with field values, timestamp, and any UTM attribution captured at submission time
Click a row to open a detail sheet showing the full payload and the linked workflow run, so you can trace a single submission from Form → Record → Workflow nodes
Use the filter bar to narrow by date range or any field value

Managing forms

Forms move through four states: Draft → Active → Paused → Archived. The form list shows the current state as a colored badge, plus a separate badge for the linked workflow’s state.

Pausing. From the ⋯ menu on a row, click Pause. The URL will display a message, “this form isn’t accepting submissions,” and the workflow stops firing. Click Activate to bring it back. Paused forms can still be edited; changes accumulate as a draft until you re-launch.
Archiving. From the ⋯ menu, click Archive. The form is hidden from the active list and the public URL returns “this form is no longer accepting responses.” Archived forms can’t be edited or unarchived; if you need a similar form back, create a new one from a template.
Editing a live form. When you open a launched form in the builder and start making changes, the live version keeps accepting submissions exactly as before. Your edits live as a draft on top of the published version. Click Launch changes to swap the live version with your draft; existing submissions in flight aren’t affected.

Connecting an external form

If you already use Framer, HubSpot, Jotform, Typeform, or Webflow, you can keep your existing form and connect it to Reevo so submissions still flow into the CRM and trigger a workflow.

On the Forms list page, click Set up external form
Pick the provider
Name the form
Reevo generates a webhook URL; copy and paste it into the form provider’s webhook configuration. Each provider has its own setup steps.
If your external form provider sends sample payloads, send a test form submission from the external form to Reevo, then use the autopopulate button. Otherwise, map the incoming payload fields to Reevo Contact and Account fields based on field keys from the external form. For dropdown-style fields, map each source value to a CRM select-list value
Configure the workflow on the Workflow tab the same way as for Reevo-hosted forms
Click Launch to start accepting submissions

External forms don’t render in Reevo as they’re still hosted by the provider. There’s no Preview button, no logo upload, and no forms.reevo.ai URL on the share screen. The Insights and Submissions tabs work the same way once submissions start coming in.

Troubleshooting / FAQs

The Forms entry point isn't showing up in my sidebar.

Forms is for admins only. If your role isn’t admin, the entry won’t render even if the feature is enabled for your org. Ask an admin in your workspace to grant the right role, or to confirm the feature is rolled out to your org.

I can't find a CRM field to map a form input to.

Forms can map to any standard or custom field on the Contact or Account object. If the field you want doesn’t exist yet, create it first under Settings → Custom fields, then refresh the form builder. See the Custom Fields article for guidance.

The Launch button is disabled and the tooltip says "Resolve all issues to publish."

My form is Active but submissions aren't showing up. What's wrong?

Check the Workflow tab. If you see a banner that reads “Workflow is inactive,” the linked workflow has been paused or auto-disabled. Reactivate the workflow from the Workflows page or by re-launching the form. If the workflow is active, check the Submissions tab; submissions may be coming in but failing on a downstream node, in which case you’ll see the run history showing the failure.

Why does my form show as "Paused" when I just edited it?

This is by design. When you edit a launched form, the underlying status moves to Draft so your changes accumulate. Because the form has a previously published version still live and accepting submissions, the form list displays the badge as Paused rather than Draft - it’s signaling that the live version is what’s serving traffic, while you have unpublished changes. Click Launch changes to publish your edits.

Can I clone an existing form?

Form duplication is not supported yet. To reuse a configuration, create a new form from the same template and re-apply the field set and workflow.

Can I have one form serve traffic from multiple channels with different UTMs?

Yes. The form is the same; only the URL parameters change. In the Share popover, enter different UTM values per channel and copy a unique URL for each. Submissions are tagged with the UTM values from the URL the the form submitter actually clicked, so you can break down channel performance under the Insights tab.

What happens if a prospect submits the same form twice?

If the submitted information is identical, the duplicate submission is suppressed. If any field value differs, the submission is accepted and the workflow runs again: the Create Account from Form and Create Contact from Form nodes use “skip if exists” semantics, so no duplicate records are created, but downstream nodes fire normally.

Can I customize the thank-you page after a form is submitted?

Not for now. Reevo-hosted forms show a system message of Thank you for your submission. We'll get back to you soon. after a successful Contact me submission.

Can I embed a form in my own website?

Yes. Reevo forms can be embedded as an iframe on any website, but embedding is off by default. You’ll need to configure an allow-list of domains that are permitted to embed each form. You can then either use the Reevo SDK with code snippet for embedding or add your own iframe.

Still have questions? Sign in and use Ask Reevo for instant answers or to raise a support ticket.

​Overview

​Prerequisites

​Creating a form

​Building the form

​Adding fields

​Mapping fields to the CRM

​Customizing copy and validation

​Branding

​Previewing

​Configuring the workflow

​Form-specific action nodes

​Editing the workflow on a live form

​Validating and launching

​Sharing the form

​Embedding a form on your website

​Reviewing submissions

​Insights

​Submissions

​Managing forms

​Connecting an external form

​Troubleshooting / FAQs