Collect the Right Info, Every Time, with Smart Forms

Ever chased a lead for missing info? Or spent time copying enquiry details into your CRM?

It’s frustrating — and time-consuming.

That’s why Infinity3 Forms are designed to do more than just collect contact details. They can:

✅ Capture exactly what you need
✅ Sync automatically with your CRM
✅ Trigger automated emails, texts, and follow-up sequences
✅ Qualify leads before you speak to them
✅ Save hours in admin

Whether you’re taking enquiries, onboarding a new client, or collecting preferences before a call — forms are a simple, powerful tool.

When to Use Forms

You can use Infinity3 Forms for:

• General enquiries
• Booking confirmations
• Client intake or onboarding
• Course registrations
• Lead magnet downloads
• Feedback collection
• Review requests

And best of all? They’re drag-and-drop simple to build.

How to Create Your First Form

1. Go to Sites → Forms

Click “Create New Form” and give it a name.

2. Add Your Fields

You can include:

• Name, email, phone
• Custom fields (e.g. postcode, service type, preferred times)
• Checkboxes or dropdowns
• GDPR consent
• File upload (e.g. ID or project briefs)

Drag to reorder fields, group them with sections, or add page breaks for longer forms.

3. Set Up Actions

Once the form is submitted, the platform can:

• Add the person to your CRM
• Apply tags (e.g. “Discovery Call Lead”)
• Trigger a follow-up email or text
• Start a full automation workflow
• Notify your team

4. Design Your Thank You Message or Redirect

Choose what happens after submission — a message, redirect to a thank you page, or access to a downloadable freebie.

5. Embed or Share the Form

• Add to your website
• Share a direct link in emails or social media
• Use as part of a booking or automation flow

Smart Form Tips

• Use conditional logic to keep forms short and relevant
• Pre-fill fields for returning users where possible
• Ask open-ended questions to qualify leads
• Use friendly language to match your brand voice
• Add internal notes/tags based on answers (e.g. “Interested in SEO”)

Real-World Examples

✅ A driving school uses a “Get Started” form to gather availability, preferences, and location before replying
✅ A coach sends a pre-call questionnaire that feeds into the CRM and starts a nurture campaign
✅ A local business uses a form for quote requests, with file uploads and service checklists
✅ A course provider uses a simple email capture form for lead magnets — connected to a welcome automation

Wrapping Up

Forms are the entry point to your system — and when done right, they make life easier for both you and your clients.

With the Infinity3 Platform, a simple form can collect useful data, qualify leads, and trigger instant actions behind the scenes. It’s all about saving time, reducing admin, and delivering a smoother customer experience.