Forms & submissions: Kepler
Updated
The bridge between website and CRM
A form in Kepler corresponds to a form on your website: contact, quote, call-back. What visitors submit Kepler calls a submission. So an anonymous website visit becomes a trackable matter.
From submission to matter
Every submission lands in the system and is no longer lost. You can review it and create a contact or a task from it, or have “Auto-Lead” create a contact automatically. The source (which form) is recorded, so you later know what works.
Traceable & secure
Submissions can be marked as read, archived and annotated with notes and attachments. Every form has its own access key and is secured against abuse, so only genuine items arrive, cleanly documented.
Why this matters
Most lost orders are not lost in selling, but before it, because an enquiry was never handled. This bridge closes exactly that gap.
Built yourself in the builder
You now build forms yourself, in the visual builder with eleven field types, multi-step layout and live preview; more on the “Form builder” page. Submissions remember the field names at the time of filling: even if you rebuild the form later, old answers stay correctly labelled.