Every form has a Title and a Description. By default, every form will also have First name, Last name, Email, and Company. These fields will be synced to your Upsales account. You can edit any field and remove any field except Email, which is always required.
This article covers:
- How to edit fields in Forms
- Spam protection with reCAPTCHA
- How form submit data is synced to Upsales
How to edit fields in Forms
- Click Marketing → Forms & landing pages → Forms tab:
- Click the form you want to edit
- Click the Edit form button:
- The Fields tab opens
- Click the field you want to edit. Changes you make are shown in real-time, so you can preview before confirming changes:
- Click the Required toggle to make it a required field. The red dot = field required:
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Field type is shown between the field name, and the field. When the field already exists in Upsales, you can see what data field it syncs to:
- To remove a field, click the trash icon:
- To change the field position, click the arrow and drag it up or down:
Spam protection with reCAPTCHA
- Turn Spam protection with reCAPTCHA on or off by clicking the toggle. It is on for new forms:
A form with reCAPTCHA turned on can't be published with the Raw code option. To publish the form as your own HTML code, turn reCAPTCHA off.
How form submit data is synced to Upsales
Default form fields (First name, Last name, Email, Company) are synced to your Upsales account.
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When the company/contact is new
They're created in Upsales with information provided in the form -
When the company/contact exists in your Upsales account
Empty fields on their contact or company card are filled in with the answers. Fields that already have a value keep it. To let an answer replace an existing value, click the field in the form editor and set If the field already has a value to Replace it with the answer. For multi-select custom fields you can also choose Add the answer to it.