Feature
Lead forms that feed your CRM
Last updated: October 9, 2026
Branded forms and booking flows that put answers on your contacts and projects, not another spreadsheet tab.
What this helps you do
Lead forms that qualify for you
Embed forms on any website or share form and booking links from your TalleFlow page. Every submission becomes a contact and project in TalleFlow instantly.
Booking pages that confirm and reschedule
Publish booking pages on your business slug. Clients pick a slot, get a confirmation, and can reschedule without an email thread.
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
Form builder
Build once in our form builder, map to CRM
Design branded contact forms, map answers to CRM and custom fields, and on Essentials trigger automations the moment a form, brochure, or questionnaire is submitted.
Build once in our form builder, map to CRM
Design branded contact forms, 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 or embedded on your own site, 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 or Google Meet links so consults land where you already live.
Google Workspace, Microsoft 365, and Zoom
Connect Google or Outlook calendars and attach Zoom or Google Meet links so consults land where you already live.
Automation after submit
Spam protection
Cloudflare Turnstile keeps bots out of your public forms and 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.
What your forms and booking pages can do
Build, share, and track forms and booking pages, with every answer landing in your CRM.
Build
Live preview on desktop and phone
Drag fields into the order you want
Side by side fields that stack on phones
Your brand colors and fonts
Dropdowns, checkboxes, text fields, and file uploads
Questions that appear only when they apply
Long forms split into steps with a progress bar
Share and protect
Embed forms on any website
Share forms by link or QR code
Cloudflare Turnstile on forms and booking flows
A thank you message or a redirect after submit
Make a form for each kind of event, like weddings or corporate events, each with its own questions
Book and pay
Clients only see slots you have open
Timed sessions, or a full event booked by date
Clients pick a backdrop and print template while booking
Book, sign, and pay the deposit in one visit
Deposits by card or bank transfer
Track and follow up
New lead alerts in the app or by email
Unfinished bookings still land as leads
Form submissions tracked in Google Tag Manager
See which source each lead came from
How it’s different
Forms and scheduler share the same CRM, no Zap glue required
Forms embed on your own site or live on your TalleFlow page, and answers land in your CRM without Zapier
Questionnaire answers land on the contact and project you already work in
Questions, answered
Is a questionnaire different from a lead form?
Same form builder, two jobs. 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 form on any website?
Yes. Publish a form and paste its embed code on any website, or share its link from your TalleFlow page. Submissions still land in your contacts and projects. Booking pages are shared as links from your TalleFlow page.
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.