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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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The Submissions Table

Every form has its own submissions page where you can review every response that’s come in. Open it from the form editor or from CRM > Forms, then click the Submissions link on the form you want to review. The submissions table shows all responses with sortable columns, an internal/test badge, quick links to the contact record, and an export menu.

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What’s in the Table

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Standard Columns

Every submissions table includes these columns by default:
  • Submitted — date and time of the submission
  • Contact name — name of the contact created or updated
  • Email — email captured from the submission
  • Phone — phone number captured from the submission

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Response Columns

The remaining columns depend on the form’s style:
A column for each custom field on the form. Standard contact fields populate the existing name/email/phone columns.

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Internal Submission Badge

Submissions made through the preview in the form editor are tagged with an Internal badge in the table. This makes it easy to identify test data and keep it separate from real responses.
Filter or visually scan for the Internal badge when you’re reviewing real lead activity. Test submissions never trigger external automations like notifications.

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Actions on Each Submission

For each row in the submissions table you can:

View Contact

Jump straight to the contact’s record in the CRM to see their full history

Delete Submission

Remove a submission you no longer want to keep
Deleting a submission removes the response record but doesn’t remove the contact it created. Use the CRM if you also want to delete the contact.

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Exporting Submissions

The submissions page has an Export dropdown with two formats:
Downloads all submissions as a JSON array, formatted for readability. Use this when you want a structured, machine-readable snapshot of all responses.
Both formats include:
  • Submitted date and time
  • Contact name, email, and phone
  • The internal/test flag
  • Every response column, including form fields expanded into individual fields

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Contact Creation Behavior

Every submission either creates a new contact or updates an existing one:
1

Dedupe by Email and Phone

Clarky checks the submission’s email and phone against existing contacts.
2

Update or Create

If a match is found, the existing contact is updated with any new info from the submission. If not, a brand-new contact is created.
3

Apply Form Defaults

For new contacts, the form’s default tags are added.
4

Add to Pipeline

If the form has a default pipeline stage, a pipeline card is created (with the default deal value, if set).
Updates only add or refresh information — they don’t overwrite tags or pipeline stages on contacts that already exist. This protects long-term contacts from being reset every time they fill out a form.

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Email Notifications

When notifications are enabled for a form, your team gets an email every time someone submits. The email includes:
  • The form name and submitter’s contact info
  • All submitted answers with proper formatting
  • Each question and answer pair on its own line for easy scanning
  • Form fields questions broken out field-by-field (no nested blobs)
Make sure each form’s notifications are routed to the right team. A “Contact Sales” form should notify your sales team; a “Customer Feedback” form might notify support.

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Pipeline Cards from Submissions

If you set a default pipeline stage on the form, every new contact created from a submission will automatically appear as a card on that stage in your sales pipeline. The card includes:
  • Contact name
  • Default deal value (if configured)
  • Default tags (if configured)
  • A link back to the contact and the original submission
This is the fastest path from “lead form on website” to “card in your pipeline” — no manual data entry required.

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Next Steps

Sales Pipeline

See how form submissions land on your pipeline

Manage Contacts

Work with the contacts your forms create

Embed a Form

Get more responses by embedding on your site

Forms Overview

Back to the Forms overview