Overview

You can now create and embed web forms through Relate. Forms are directly linked to corresponding organizations or contact fields, which eliminates the need to buy external web form tools such as Typeform or Tally just to capture inbound leads.

Getting Started with Relate Forms

Forms are free to get started. You can create and publish unlimited number of forms and up to 5,000 total responses.

If you want to capture more than 5,000 responses, subscribe to a paid plan for $10 per month to get unlimited responses and to remove Relate branding.

Here are the major sections that comprise Relate Forms:

1/ Builder

Builder lets you create all the blocks you want to ask to your inbound prospects. This could be their names, work email addresses, and many more. You can always add a section to your form by clicking on 'Add a block' at the bottom. Plus, you can require responses from certain sections such as their first and last name or email accounts by simply clicking on 'This field is required' on the right side of each block.

2/ Responses

Responses to each published form are archived in a linear format. You can monitor who has submitted what type of responses to your form in real-time, without the need to click on each individual response.
Basic information about the respondents, such as their names and organization, can be directly viewed in the Responses UI.

3/ Settings

Forms and Cal work together. You can choose to display Relate Cal right after their form submission in Settings so that your prospects and customers can easily book meetings with you.