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Documentation Index

Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What are Forms?

Forms let you collect leads, gather feedback, and capture survey responses directly into your Clarky CRM. Every submission becomes a contact (or updates an existing one) and can automatically land on a pipeline stage with default tags applied. Clarky offers two distinct form styles, so you can pick the experience that fits your audience and use case.
Plan availability: Startup or higher. See Plans & Billing.

Traditional Forms

Standard multi-field forms with all questions visible at once

Survey Forms

Typeform-style, one-question-at-a-time experience with keyboard shortcuts

Embedding

Embed forms on your site and pre-fill values via query params

Submissions

View, export, and manage submitted responses

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The Two Form Styles

A familiar, single-page form with all fields visible at the same time. Best for:
  • Contact forms and lead capture
  • Job applications
  • Anything where users want to scan all the fields before answering
  • Forms embedded inside an existing page layout
Traditional forms support standard contact fields (name, email, phone, address, company, job title) plus custom fields you define yourself.

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What Happens on Submission

1

Validation

Required fields, email formats, and phone numbers (10+ digits) are validated.
2

Contact Created or Updated

Clarky dedupes by email and phone. New contacts are created automatically; existing ones are updated.
3

Pipeline Card Added

If the form has a default pipeline stage, the contact lands there with any default deal value and tags applied.
4

Submission Recorded

The full submission is saved to the form’s submissions table for review and export.
5

Notification Sent

Team members receive an email summary with all submitted answers.
6

Success or Redirect

The submitter sees your custom success message, or is redirected to a URL you configure.

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Form Defaults

Each form can be configured with defaults that apply to every new contact it creates:
Choose the stage where new contacts will land. Useful for routing form leads directly into a “New Lead” or “Inbound” stage.
Pre-populate a deal value on the pipeline card. Helpful when a specific form (like a “Request a Quote” page) corresponds to a known average deal size.
Apply tags automatically to new contacts. Great for tracking lead source (“webinar-signup”, “homepage-form”, etc.).
Customize the submit button label.
Show a custom thank-you message or send users to any URL after they submit.

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Getting Started

1

Open Forms

Navigate to CRM > Forms in your workspace.
2

Create a Form

Click New Form and pick a name and description.
3

Choose a Style

Switch between Traditional and Survey at the top of the editor.
4

Build Your Fields or Questions

Add standard fields, custom fields, or survey questions.
5

Configure Defaults

Set a pipeline stage, default tags, and your success message.
6

Embed or Share

Copy the embed code or share the public form URL.
You can preview any form before publishing. Test submissions are flagged with an internal badge in the submissions table so they don’t pollute your real data.

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Next Steps

Build a Traditional Form

Standard fields and custom field types

Build a Survey

Question types, shortcuts, and auto-advance

Embed on Your Site

Iframe code and pre-fill via URL

Review Submissions

Export to JSON or CSV