Forms Overview
Collect client information and automatically create trips or contacts
Written By triploft
Last updated 8 days ago
Library › Forms
Overview
Forms in Triploft let you collect structured information from clients through a shareable link. When a client fills out a form, their response is automatically stored in the CRM — either creating a new trip, updating a contact, or saving the data against an existing record.
Where to Find Forms
Navigate to Library in the left sidebar, then click Forms. This opens the Forms Template page where all your forms are listed.
Why Use Forms
Instead of manually entering client data, you can send a form link and let clients fill in their own details. Triploft automatically processes the response and updates the CRM, saving time and reducing manual errors.
A Trip Form submission, for example, creates a full trip record in Triploft without any manual input from the agent.