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Email, forms & schedulingGUIDE

Web forms, surveys & scheduling

Let people reach you and book time.

Web forms

Build an embeddable form whose fields map to CRM fields. Submissions create (or update) a contact and can start a deal or a sequence.

Surveys

Send NPS, CSAT, CES, or custom surveys by email, a public link, or automation, and review the results with built-in analytics.

Scheduling

Share a booking link with your real availability; bookings create a meeting and a confirmation email, with optional Google Meet or Teams links. Your connected calendar's events also appear on the in-app Calendar.

Tue, Mar 18Pick a time that works for you9:009:3010:0010:3011:002:00Confirm 10:00
Invitees pick from your real open times; booking creates a meeting + confirmation.

Blocking time nobody can book

Add breaks to a scheduling link — lunch, a standing internal meeting — and that time is never offered even when your calendar is clear. Company holidays are a workspace-wide list in Settings → Scheduling, with a one-click fill of US federal holidays for any year; each link honors it with the "Block company holidays" switch.

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Check system status, report a bug, or message the team.