Introduction

Inflection forms enable you to capture lead and contact data directly from your website — with automatic field mapping, and built-in attribution tracking. Create conversion-optimized forms in minutes using your existing contact fields, then connect them to Journeys for instant automated follow-up. No manual data mapping or third-party form tools required.

Prerequisites

• Access to the Inflection with permission to create forms (Admin or User roles)
• Contact fields configured in your Inflection account (navigate to Contact Fields to review)
• For first touch attribution capture: Inflection website tracking script should be installed on your site

ℹ️ Contact fields with sync preference set to "Always use Salesforce" will not appear in form field mapping lists, as these fields can only be updated by Salesforce. To use these fields in forms, update the sync preference in Contact Fields to any option other than "Always use Salesforce."

Create a New Form

1. Navigate to Forms in the left sidebar.

1. Click New Form.

   

2. Enter an internal name in the top-left field (e.g., webinar_march). This name is for internal reference only and will not appear on your website.

3. Enter a form title. This title is displayed to visitors on the rendered form.

Add and Configure Form Fields

1. Locate the contact field list on the left panel of the form builder.

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2. Drag and drop fields from the left panel onto the form canvas. The form preview updates in real time on the right.