Get More Leads with Forms That Do More Than Just Collect Data

With the Infinity3 Platform, forms and surveys don’t just collect data — they become the starting point for automation, lead nurturing, client segmentation, and better decision-making. Whether you want to capture new enquiries, onboard new clients, or collect feedback, smart forms can save you time and drive action.

The Problem with Basic Forms

Here’s the typical journey:

• A visitor fills in your contact form
• You get an email
• You reply manually (eventually)
• The lead goes cold if you forget to follow up

There’s no tracking, no automation, and no connection to the rest of your systems. It works — but it doesn’t scale.

A Smarter Way to Capture and Use Data

Infinity3 Forms are different. They’re:

• Integrated with your CRM
• Connected to your workflows
• Customisable with conditional logic
• Designed to trigger automations the moment someone hits “Submit”

This means you can automatically:

• Add contacts to the CRM (with tags)
• Send confirmation or welcome emails
• Notify your team
• Start a nurture sequence
• Segment the lead by interest or location

Common Use Cases

✅ Lead generation forms on landing pages that tag contacts and trigger follow-ups
✅ Client intake forms that guide users through structured onboarding
✅ Feedback or review surveys post-service, linked to your Reviews workflow
✅ Event or session booking forms, connected to your Calendar
✅ Course registration forms for gated content or online access

How to Build a Smart Form in Infinity3

1. Start from Scratch or Use a Template

Choose whether to build a form from the ground up or select a pre-built template (like contact, feedback, or lead capture).

2. Add Fields You Actually Need

You’re not limited to name, email and phone. You can add:

• Dropdowns or checkboxes
• Radio buttons
• Paragraph fields
• File uploads
• Hidden fields (great for tracking source or funnel stage)

3. Use Conditional Logic

Show or hide fields based on answers — for example:

• Ask “What service are you interested in?”
• Only show relevant follow-up questions based on their choice

This makes the form feel more personal, while helping you collect only the data you need.

4. Tag and Segment Automatically

Each form can apply tags to the contact record, such as:

• Platform Trial
• SEO Lead
• Discovery Call Booked

This makes it easier to sort, search, and trigger automations later on.

5. Trigger Actions After Submission

Here’s where the real power comes in — after someone submits your form, you can:

• Send them a thank-you message or email
• Redirect them to a custom thank-you page
• Add them to a workflow
• Notify your team via email, SMS, or mobile push

No need to manually follow up — it’s already in motion.

Embed or Share Anywhere

Once your form is ready, you can:

• Embed it on your website (including WordPress, Wix, Squarespace, etc.)
• Use it in a funnel or landing page built on the Infinity3 Platform
• Send a direct link in emails or social messages
• Trigger it via chat, calendar bookings, or QR codes

Every submission is tracked and stored in your platform dashboard, with full contact profiles built automatically.

Tips to Maximise Results

• Keep forms short where possible — only ask what you really need
• Use multi-step forms for longer processes (like onboarding or surveys)
• Always follow up — use an automation to send a quick “Thanks, we’ve got your message!”
• Add a clear CTA above the form to boost completions
• Track form performance in the platform reporting area to see what’s working

Wrapping Up

Your forms shouldn’t be just a digital suggestion box — they should be the start of something.

With the Infinity3 Platform, your forms become active tools for lead generation, customer engagement, and automation. They help you save time, capture better data, and move people through your process smoothly.

Ready to upgrade your forms? Log in, build your first smart form, and turn your next enquiry into a customer — without lifting a finger.