Question 1

How do I publish a form?

Accepted Answer

Click Publish in the form builder. Your form is immediately live at a unique public URL on the forms.primebase.io subdomain. You can also get an embed snippet to drop on your website or a POST endpoint for API-based submissions — all three are available the moment you publish.

Question 2

Can I embed the form on my own website?

Accepted Answer

Yes. Copy the one-line script tag from the Embed tab and add it anywhere on your site. The form renders inline with a neutral style that inherits your page's typography, or you can apply custom CSS. The form submits directly to PrimeBase — no server setup on your side.

Question 3

How are submissions linked to CRM records?

Accepted Answer

You define field mappings in the form settings: Email field → CRM Email, Company field → CRM Company, and so on. When a submission arrives, PrimeBase checks for an existing contact with the same email. If found, it updates the record. If not, it creates a new one tagged as a lead with the form's source label.

Question 4

What field types are supported?

Accepted Answer

Text (single-line), Email (with format validation), Phone (with country code), Dropdown (custom options), Checkbox (single or multi-select), File upload, Signature (drawn or typed), and Date. All fields support required/optional, placeholder text, and help text. Conditional visibility is available on all field types.

Question 5

How does CAPTCHA and spam protection work?

Accepted Answer

Every form uses invisible CAPTCHA by default — no checkbox shown to legitimate users, but bots are blocked at submission. Honeypot fields catch basic scrapers. Rate limiting (configurable per form) blocks high-frequency submission attempts. Submissions identified as spam are flagged in the submissions list but never create CRM records or trigger automations.

Question 6

Can I trigger an automation when a form is submitted?

Accepted Answer

Yes. In the form settings, choose one or more automations to trigger on a successful submission. The submission data (all field values) is available as variables in the automation, so you can personalise the welcome email with the submitter's name or company, or pre-fill a document with their details. Automations fire immediately after the CRM record is created.

Question 7

What is client intake form software?

Accepted Answer

Client intake form software lets you collect new client information through online forms — and route every submission directly into your CRM as a record. PrimeBase intake forms support text, email, phone, dropdown, file upload, signature, and date fields, with conditional logic, CAPTCHA protection, and auto-document generation on submit.

Question 8

How is this different from Typeform or Jotform?

Accepted Answer

Typeform and Jotform are great form builders, but they sit outside your CRM. You collect submissions in one tool, then sync them to your customer system via Zapier — which breaks when fields change. PrimeBase intake forms are part of the CRM. Every submission becomes a customer record automatically, with no syncing layer in between, and can trigger automations and document generation natively.

Question 9

Can I generate a contract or NDA from a form submission?

Accepted Answer

Yes. Connect any intake form to a Smart Document template. When the client submits the form, PrimeBase auto-fills the document with their data (name, company, dates, amounts) and sends it for signature — without you doing anything. New client onboarding goes from "submission received" to "contract sent" in seconds.

Question 10

Can clients fill in onboarding forms before our first meeting?

Accepted Answer

Yes. Send the client a portal link the moment they book. They complete the intake form on their phone or laptop before they arrive. Every answer attaches to their record. Your team walks into the first meeting already informed — no paper clipboard, no re-typing.

Client intake forms that flow straight into your CRM.

Leads fill out your form. Then someone has to manually do something about it.

Forms that know what to do with a submission.

Drag-and-drop form builder.

Public link, embeddable, or API. Your choice.

Submissions become CRM records.

8 field types. Every input covered.

CAPTCHA and spam protection.

Trigger an automation on submit.

Conditional field visibility.

Every submission logged. Every lead tracked.

Auto-generate a document from every submission.

A submission is the start of a workflow, not the end of one.

What people ask before they switch.

Stop chasing leads. Start capturing them.