Forms help you collect leads and customer details directly into Revwit.
Each form connects to your contacts, companies, or deals, so every submission goes straight into your CRM automatically.
Creating a New Form
To create a form:
Click Forms in the sidebar.
Click + Add Form.
In the window that appears:
Type your form name (for example, “New Lead Form”).
Choose where the form should save to — People, Company, or Deal.
(Optional) Choose a pipeline if you want new entries to go into a specific one.
Add a short description if needed.
Click Save Form.
Your new form will be created, and you’ll be taken to the Form Details page.
Adding Questions to a Form
Now it’s time to add the fields people will fill out.
To add questions:
On the Form Details page, click Add Question.
Choose the information you want to collect (for example, Name, Email, or Company).
Fill in how it should appear on the form:
Input name – the label users will see (e.g., “Email Address”).
Placeholder text – sample text inside the field (e.g., “Enter your email”).
You can also:
Mark a question as Required so it must be filled before submission.
Mark a field as Hidden if it should be filled automatically in the background.
Click Add Question to save.
Repeat these steps for all the questions you want to include.
Handling Duplicate Data
When someone fills your form, Revwit checks if their details already exist in your CRM.
You can decide what happens next:
Ignore duplicate data → Revwit skips saving the record if it already exists.
Update existing record → Revwit updates an existing record with new details.
To set this up:
On your Form Details page, scroll to Data Options.
Choose either Ignore duplicate data or Update existing record.
Click Save.
Publishing a Form
A form must be published before it can collect responses.
To publish:
Open the Form Details page.
Make sure you’ve added at least one question.
Click Publish.
You’ll see a success message once it’s live.
Unpublishing a Form
If you no longer want people to fill a form:
Open the Form Details page.
Click Unpublish.
The form becomes inactive and can’t be shared until you publish it again.
Sharing a Form
Once published, you can share your form in two ways:
Option 1 – Share a Link
Go to the Form Details page.
Click Share.
Click Copy to Clipboard under “Form Link.”
Paste the link in your browser or share it with others.
Option 2 – Embed on Your Website
On the Form Details page, click Share.
Click Copy to Clipboard under “Embed Code.”
Paste it into your website’s HTML.
When someone submits the form, their details will automatically appear in Revwit.
Deleting a Form
You can only delete a form that isn’t published.
To delete:
Go to the Form Details page.
Click Delete.
Click Continue to confirm.
You’ll see a success message once it’s deleted.
Viewing and Managing All Forms
All your forms appear on the Forms page.
Here’s what you can do:
Edit or Delete → for unpublished forms.
Edit or Share → for published forms.
Use the Publish toggle to turn a form on or off.
Click Column Settings to show or hide columns.
Use Filter or Sort to find forms faster by name, entity, or status.
Where Submissions Go
When someone fills your form:
If it’s linked to Companies, the record appears in your Companies list.
If it’s linked to People, it appears under People.
If it’s linked to a Pipeline, it shows in the first stage of that pipeline.
Revwit automatically organizes your form responses for you.
Next up: Learn how to use Notes and Tasks to stay on top of follow-ups and updates.