System Forms

Create custom system forms to support and streamline the onboarding process.

6
forms
GHL
built for

Also in Onboarding

Custom Value FormsLaunch PadLaunch WidgetObligation onboarding
All of Onboarding
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New Customers

Creates a user in a sub-account from a short form.

Create user

Location (required to submit, this form triggers a real GHL action)

Select a location...▾

New Customers

Fill in the details to create user

Email Prefix*

Type a name and press Enter (e.g. abdullah)

Email Postfix*

Type a domain and press Enter (e.g. gmail.com)
User createdSubmit

New Contact

Adds a contact with their details.

Create contact

Location (required to submit, this form triggers a real GHL action)

Select a location...▾

New Contact

Fill in the details to add a contact

Full Name*

Enter the full name

Email*

Enter the email

Phone Number

Enter the phone number
Contact addedSubmit

New Opportunity

Adds a deal to a pipeline.

Create opportunity

Location (required to submit, this form triggers a real GHL action)

Select a location...▾

New Opportunity

Fill in the details to create an opportunity

Opportunity Name*

Enter a name

Pipeline*

Choose a pipeline

Value

Enter the value
Opportunity createdSubmit

Book Appointment

Books a slot on a calendar.

Book appointment

Location (required to submit, this form triggers a real GHL action)

Select a location...▾

Book Appointment

Fill in the details to book an appointment

Calendar*

Choose a calendar

Contact Email*

Enter the email

Time*

Choose a time
Appointment bookedSubmit

New Task

Creates a task and assigns it.

Create task

Location (required to submit, this form triggers a real GHL action)

Select a location...▾

New Task

Fill in the details to create a task

Task Title*

Enter a title

Assign To*

Type a name and press Enter

Due Date

Choose a date
Task createdSubmit

Tag Contacts

Adds tags to a contact.

Add tags

Location (required to submit, this form triggers a real GHL action)

Select a location...▾

Tag Contacts

Fill in the details to tag a contact

Contact Email*

Enter the email

Tags*

Type a tag and press Enter (e.g. vip)
Tags addedSubmit