1
Create a new form
Build a custom form with the fields, sections, and questions your business needs.
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Feature guide
Use Advanced Form Builder with confidence
Part of the etellu platformPurpose:
This feature allows businesses to create custom forms for lead capture, onboarding, customer requests, surveys, applications, support workflows, and internal data collection inside etellu. It helps organize submissions automatically and connects form data directly to CRM records.
How to use it:
Use this feature to build forms with custom fields, workflows, conditions, and submission handling. Forms can be shared through websites, landing pages, portals, or direct links to collect structured customer and business information efficiently.
Connected areas:
This feature connects with leads, customers, projects, onboarding, support tickets, workflows, automation, CRM records, notifications, portals, and reporting tools inside etellu.
Best practice:
Keep forms simple, clear, and focused on collecting only the information needed. Use validation rules, organized field structures, and automation workflows to improve data quality and reduce incomplete submissions.
How to use Advanced Form Builder
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Configure workflows and settings
Set form actions, notifications, automation rules, and CRM field connections.
3
Share the form with users
Publish the form through websites, portals, landing pages, or direct links.
4
Review and manage submissions
Track submitted data inside etellu and connect it to the correct customer or workflow.
Where it helps
Best next step
Build your custom forms to automate data collection, improve workflow organization, and keep customer information connected directly inside etellu.
Ready to use Advanced Form Builder?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.
