Feature
Client questionnaires that feed your CRM
Branded forms and questionnaires that put answers on your contacts and projects, not another spreadsheet tab.
What this helps you do
Lead forms that qualify for you
Share your form and booking links from your TalleFlow page. Every submission becomes a contact and project in TalleFlow instantly.
Questionnaires clients finish in the portal
Clients finish questionnaires, sign contracts, and pay invoices in the magic-link portal, without digging through email threads.
From inquiry to booked, hands-free
On Essentials, a new lead form can send the welcome email and book the consult while you work.
Explore more features
Unlayer forms
Build once in Unlayer, map to CRM
Build contact forms in Unlayer, map answers to CRM and custom fields, and on Essentials trigger automations the moment a form, brochure, or questionnaire is submitted.
Build once in Unlayer, map to CRM
Build contact forms in Unlayer, map answers to CRM and custom fields, and on Essentials trigger automations the moment a form, brochure, or questionnaire is submitted.
Where clients fill them out
Clients fill them out in two places: public form flows on your business slug for lead capture, and the magic-link client portal for project questionnaires.
Lead capture
Public and shared form flows
Share your form and booking links from your TalleFlow page. Submissions map into contacts and projects.
Client portal
Magic-link portal questionnaires
Contacts open a link with no new password. Clients finish questionnaires beside contracts and invoices in the client portal.
Share availability on your business slug
Configure sessions, preview slots, and publish booking pages with confirmation and reschedule flows. Guest booking presets guide multi-step bookers.
Public scheduling
Share availability on your business slug
Configure sessions, preview slots, and publish booking pages with confirmation and reschedule flows. Guest booking presets guide multi-step bookers.
Calendar sync
Google Workspace, Microsoft 365, and Zoom
Connect Google or Outlook calendars and attach Zoom meetings so consults land where you already live.
Google Workspace, Microsoft 365, and Zoom
Connect Google or Outlook calendars and attach Zoom meetings so consults land where you already live.
Automation after submit
Spam protection
Public scheduler supports Cloudflare Turnstile on booking flows.
Automation-ready on Essentials
Form and questionnaire submitted triggers keep follow-up hands-free on Essentials.
Storefront booking
Pair forms with packages and checkout on your public slug.
How it’s different
Forms and scheduler share the same CRM, no Zap glue required
Booking and form links live on your TalleFlow business slug, with no third-party widget to install
Questionnaire answers land on the contact and project you already work in
Questions, answered
Is a questionnaire different from a lead form?
Same Unlayer form family. Use lead forms to qualify inquiries and questionnaires for deeper project intake. Both can map to CRM fields, and on Essentials both can trigger automations.
Can clients complete questionnaires in the portal?
Yes. Clients finish questionnaires, sign contracts, and pay invoices in the client portal.
Can I embed a widget on any website?
Share your form and booking links from your TalleFlow page, and link to them from any website or social profile. A generic drop-in embed widget is not the main way to share them.
Does Freelancer include automations after submit?
Visual automations are on Essentials and Lifetime. Freelancer includes contact forms, scheduling, and the client portal, so you can start with one intake questionnaire.
Can photo booth businesses use client questionnaires?
Yes. Use questionnaires for event details and preferences. See CRM for photo booths for the full booth workflow.
Try questionnaires and lead forms free
Start with one intake questionnaire on Freelancer, then add automations when you move to Essentials.