Forms
Collect what you need on your page, on your own website or at booking, and send every answer to the CRM.
A Contact Me form you control
Every Bio/Profile Page includes Contact Me. Add your own fields, choose their types, make them required, set full width, and reorder or duplicate them. Options for dropdowns can be edited in bulk.
- Text, email, phone, dropdown and long text fields
- Required and optional fields
- Move up, move down, duplicate or remove
- Preferred language field available
Embed it on any website
Generate an embed for your own site and style it to match: inline, popup or tab layout, one or two columns, colors, corner radius, font and light or dark theme. Send people to a thank-you URL after they submit.
- Tag each embed with a source so you know which page produced the lead
- Regenerate the embed key if it is ever exposed
- Show or hide title, intro, phone, message and custom fields
- Hide the Powered by label where your plan allows
Protected against abuse
Public forms are rate limited per visitor and per key, and a signed captcha token is checked on submit. Values are plain text, so a tampered embed cannot inject markup or script.
- Limits per visitor and per embed key
- Signed captcha verification
- Only validated settings are rendered
Questions where they matter
Add questions to a meeting type so you arrive prepared. Add up to 3, 10 or unlimited custom registration questions to events, depending on plan. Answers stay with the booking or registration.
- Meeting form fields, with hidden fields kept saved
- Event questions: 3 Starter, 10 Deluxe, unlimited Pro
- Answers can be exported from Deluxe events
Forms inside pages
The page builder includes a form block, so landing pages and extra pages can collect the same fields without a separate tool.
- Form block alongside booking, reviews and videos
- Same CRM capture
- Same notifications
From submission to follow-up
A submission opens as a lead with a Contact Me card showing the answers. Reply by email or text from the record, and Vutesa can draft the reply.
- Notification when it arrives
- Source and tag saved
- Reply from the same screen
How it works
Build the fields
Choose types, required flags and order.
Place it
Bio page, an extra page, a meeting type, or your own website by embed.
Tag the source
Know which page or campaign produced each lead.
Follow up
Reply from the lead, or put the person in a journey.
What's included
Contact Me
Custom fields, required flags and reordering.
Embeddable form
Inline, popup or tab, styled to your site.
Source tags
Attribute leads to the page that collected them.
Abuse protection
Rate limits and signed captcha.
Meeting and event questions
Answers saved with each booking or registration.
CRM capture
Every submission creates or updates a lead.
How Upward is different
Frequently asked questions
Can I put the form on a site that is not on Upward?
Yes. Copy the embed code, choose inline, popup or tab layout, and style it to match.
Where do submissions go?
Into your CRM as a lead with the answers and the source, and you are notified.
Is the form safe from spam?
Submissions are rate limited and need a signed captcha token.
Can I add my own questions?
Yes, on Contact Me, on meeting types and on events.
Can I redirect after submit?
Yes. Set a thank-you title or a redirect URL.
Related
Lead Capture
Leads come from everywhere people engage. Upward records them all in one CRM with the source that brought them in.
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
Bio / Profile Pages
More than a link in bio. Your Upward page showcases who you are and what you do — and connects every visitor action to your CRM.
Scheduling
Let people book you from your Bio/Profile Page, a direct link or a chat, with availability you control and a CRM lead for every booking.
Events
Run public and private events with registration, QR passes and reminders, and send every registrant into your CRM.
Have a question about Forms?
Ask Vutesa, Upward's AI assistant — answers draw on this page's content.
Ready to turn every conversation into growth?
Start free, then replicate your system across your whole team.