Requests
Easily create, publish, and manage shareable request forms to streamline data collection, user feedback, and CRM integration.
Key Features
Create and publish custom request forms with ease
Embed forms in websites or share links instantly
Choose from multiple field types including text, email, number, and date
Convert submitted requests into leads or CRM records
Edit, rename, and manage responses directly from the dashboard
Designing Your Request Forms
The Requests Add-On provides a simple yet powerful form builder interface that allows users to design tailored request forms using a variety of input fields such as Text, Email, Number, and Date. Each field can be customized with specific labels, placeholder text, and validation rules, enabling businesses to collect the exact data they need without technical complexity.
Efficient Request Management
After designing your form, publishing it is as easy as clicking a button. The Requests module generates both a shareable URL and embeddable code that allows the form to be integrated into external websites or applications, making data collection from users seamless. With just one link, users can interact with your form in real time, and you can start receiving responses immediately.
Powerful Actions and CRM Integration
The Actions panel is packed with capabilities designed to enhance workflow automation. With one click, you can duplicate or rename the form, view form submissions, or convert incoming requests into actionable leads or CRM records. This feature ensures all form data can directly fuel your sales or support pipeline without manual entry, saving time and improving accuracy.
Full Description
Turn User Submissions Into Actionable Workflows
The Requests Add-On is your go-to solution for simplifying form creation, publication, and submission tracking within your SaaS platform. Whether you are collecting user inquiries, conducting feedback surveys, or capturing lead data, this tool helps you build custom request forms in minutes and instantly deploy them across your website or web applications. Once a form is published, the module generates a shareable link and embed code so anyone can access it, ensuring frictionless communication and data gathering.
With a highly intuitive form editor, users can design fields using different input types like text, email, number, and date, customizing every detail to meet their exact requirements. The system allows you to configure placeholders, validation logic, and even rename or duplicate forms to suit changing needs. Inside the Actions section, admins can track responses, convert form data into CRM entries or leads, and view insights—all from a unified dashboard.
Whether you’re enhancing your internal process or improving customer interaction, the Requests Add-On helps reduce manual steps, improve form visibility, and transform raw submissions into meaningful, usable data with minimal effort. Its a simple yet powerful communication layer that connects front-end users to your backend systems effortlessly.