For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/create/forms/index.md.
  • English

      • Forms

      A form is a capture block you build in the app: every submission becomes a lead in your funnel, with the filled fields saved onto the contact. It is how you trade a page or some traffic for contact details inside Clickmax.

      Role and plan

      • Creating and editing forms is open to any workspace user with CRM access — no restricted role.

      How a form works

      Each form has a name, a title and a set of fields. When you publish it, you can attach it to a funnel, a page or a custom domain, and each submission produces a lead.

      Every field is mapped to a destination on the contact — either a standard column (name, email, phone) or a custom field in your CRM. What the visitor types lands in the right place, with no rework.

      Form or quiz

      A form and a quiz are the same kind of capture resource, split by how they ask: a form is a direct, single-step capture; a quiz is multi-step, with scoring and a result. If you need questions in sequence and segmentation by answer, use a quiz.

      Where to publish

      • Inside a funnel, as the capture step.
      • On a page built in the editor.
      • Embedded in an external site — in that case use the forms Browser SDK, which covers embedding, modals, programmatic use and unstyled forms (reference in Portuguese).

      If it didn't work

      • You cannot create or edit the form: check your access in no permission.
      • Leads do not appear in the funnel, or you hit the plan ceiling: see the contact limit (Portuguese).
      • An error submitting the form: see the error codes (Portuguese).