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Understand the basics of iFrame forms, Hosted forms, and Email forms

Forms Overview

Information about CRM form integration and setting up custom forms

CRM Form Integration Overview

How to use Salesforce Pardot forms with Circuit

CRM Form Integration - Salesforce Pardot

CRM Form Integration - Slate

How to directly set up a lead capture form hosted in Circuit

Setting up an Email Form

Andrew Klotz

Jordan Teichmann

Mrittica Rahman

📝 Lead Capture Forms

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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