Battalion’s Form Builder allows you to create powerful, embeddable forms using an inline frame (iframe)-perfect for capturing leads directly from external websites.
These forms function as external entry points that can be embedded on any site, without redirecting users away from the page. All submitted responses are automatically collected within your Battalion workspace, ensuring seamless data capture and centralized lead management.
Use Form Builder to expand your reach, generate more leads, and streamline form submissions across platforms-without leaving your ecosystem.
Create and manage various required forms with diverse form fields, like, Text, Email, Number, Date, and Description as per the business needs for leads.
Form Tools was originally designed to provide an access and storage script for your own web forms. While the script still allows this functionality through external forms, the Form Builder expands on this functionality by allowing you to construct forms right within the Form Tools interface and publish them on your site through the click of a button.
Getting started with Battalion’s Form Builder is simple and straightforward. This guide will walk you through creating and publishing your first form from scratch.
We’ll keep it brief and focused-just enough to help you understand the process and get your form live quickly. You’ll see how easy it is to design, customize, and embed forms that start capturing leads right away.
Within Battalion’s Form Builder Actions section, you’ll find a suite of tools designed to simplify your workflow and maximize productivity.
Easily:
Copy form links for quick sharing
Edit or view form fields with full control
Review submissions in one place
Convert forms into leads or CRM entries seamlessly
When converting a form to a lead, all submitted details transfer automatically into the lead database for fast follow-up. Alternatively, converting it to a CRM entry enables convenient, frontend form filling-keeping your client management smooth and connected.
Plus, you can easily edit form names to keep your forms organized and aligned with your business needs.
With Battalion, you can conveniently manage all your business functions from a single location.
Access over Premium Add-ons for Accounting, HR, Payments, Leads, Communication, Management, and more, all in one place!
With Battalion, you can conveniently manage all your business functions from a single location.
