Quick start

From form to first pipeline

This is how Formline starts in practice — from setup to the first real enquiry in the system. You don't have to be a tech pro; we accompany the setup.

1. Connect a form

You create a form in Formline and embed it in your website using the supplied guide. From then on every submission lands directly in the system.

2. Turn on automatic contacts

With “Auto-Lead” every submission automatically becomes a contact — including the source. Alternatively, you review submissions first and create contacts deliberately.

3. Define status & pipeline

You define your contact statuses (e.g. new lead, in progress, customer) and the stages of your deal pipeline — fitting your process, without developers.

4. Invite the team

You invite colleagues by email and give them a role. Who may see, edit or delete what you control per role.

With a guided setup we handle steps 1–3 together with you and install Formline on your server — you start with a system that already fits your processes.