Zapier Forms quick start guide

Zapier Forms is a no-code way of creating custom forms and pages with interactive components for your users. Forms can connect to Zaps, allowing you to move information between apps seamlessly.

Why should I use Zapier Forms?

Zapier Forms helps you to:

• Collect leads for your business: Create a form to collect lead information and send it directly to your CRM software or your Sales team.
• Create request submissions to manage tasks: Build forms that allow users to submit requests, then automatically assign owners, track the status of tasks, and send notifications to your team.

Note

Certain components and features are only available on paid plans. Learn more about Zapier Forms pricing.

Create your first form

1. Log in to Zapier Forms.
2. Click + Create and let AI generate your form or start from an existing table in Zapier Tables.

Add pages

You can add multiple pages and define how they interact with each other. You can use page navigation to send form users to different pages when they submit a form, for example.

Add components

Components are pieces that you can put together to build a powerful project surrounding your form. You can add kanban boards, tables, media, and embed content from other sites. Learn more about the types of components.

Add your domain

On the Team and Enterprise plans, you can use your own domain or subdomain with any form project.

Set permissions for your form project

Secure your form project by limiting who can access it.

• Public access: anyone can view the form project.
• Give access to specific users: only users you've invited by email can view that form project.
• Set a password: any user you've shared the password with can view the form project.

You can also decide how users log in:

• Receive a magic link.
• Log in through Google.

You can set up different permission options for each form project you create. Learn how to set up access permissions.

Customize the design

Customize the look of your form project by:

• Changing the theme colors.
• Adding your own logo.
• Adding a favicon.

Learn more about how to customize your form project's design.

Next steps

Need some ideas on how to use Zapier Forms? Learn how to build a customer portal or create a lead capture form.