Obtenez une démo gratuite de la plateforme de gestion d'enquêtes Formaloo

Tailored to your sales pipeline.
Still juggling between lead forms, spreadsheets, and CRMs that don’t fit your process? This webinar is for you.

Join us for a 30-minute live session where we’ll show you how to create a custom lead scoring form and internal CRM using Formaloo — fully tailored to your sales team’s workflow.

In this session, you’ll learn how to:
✅ Create lead forms with scoring logic based on key criteria.
✅ Build a live CRM dashboard with filters, Kanban view, and status updates.
✅ Automate lead assignment, email notifications, and follow-ups.
✅ Track lead health and segment hot vs. cold leads in real time.

Whether you’re a solo rep or managing a team, this system helps you focus on leads that convert — no coding, no limitations.

🗓️ Date: Thursday, June 26
🕙 Time: 11 AM EDT

🎯 Who should attend: Sales teams, SDRs, revenue ops, and founders doing outbound.

✨ Bonus: All attendees get a free & ready-to-customize "Lead scoring CRM" template.
Rejoignez les 25 000+ entreprises qui utilisent notre logiciel

Building a lead scoring form with internal custom CRM

Discover how to create a complete lead generation system that turns casual visitors into qualified, loyal customers with Formaloo’s powerful automation features.

Turn your website forms into high-converting lead engines

Learn how Formaloo boosts form performance with smart logic, responsive design, and strategic placement—featuring real-life examples that convert visitors into qualified leads.

Streamline your sales funnel with automated demo request forms

See how Formaloo’s smart booking workflows qualify leads, assign them to the right reps, and sync with your calendar tools for seamless demo scheduling.

Build a no-code CRM that fits your sales workflow

Explore how to create a fully customizable internal CRM with Formaloo—track leads, manage follow-ups, and get real-time pipeline visibility tailored to your team’s process.

Les équipes adorent travailler avec Formaloo

Découvrez pourquoi plus de 25 000 entreprises de plus de 30 pays font confiance à Formaloo pour réunir leurs équipes, leurs outils et leurs données en un seul endroit.

Une plateforme primée

Les évaluateurs de G2 adorent Formaloo - découvrez pourquoi c'est un leader des logiciels d'enquête !

Créateur d'enquêtes IA #1

Découvrez par vous-même comment la plateforme de gestion d'enquêtes Formaloo peut répondre aux besoins uniques de votre entreprise.

As an Enterprise customer, I'm glad to use Formaloo for the courier onboarding process at Bolt. We actually use Formaloo for many other initiatives as well. The logic feature, custom validation, custom CSS, and especially custom domain made the onbaording process way smoother than before.

Easy to use form builder and survey maker. Formaloo is easy to use, customer support is responsive, and it has lots of templates. It's easy to integrate Formaloo forms and surveys on the website.

Formaloo is a software with the simplicity of forms that allows you to improve many of the needs of quitidianity. From capturing leads to receiving feedback. Very useful feature that allows you to see the mind map of the created form.
It facilitated collection by offering elegant and more prefessional forms than other solutions.

Just what I was looking for! I love Formaloo because it is Simple and easy to use. I use it  to survey my clients, to better understand them.

I love Formaloo. There are a lot of form builders out there, but Formaloo is changing the game. They're really giving you the ability to create much more than just forms with their app. Plus, I love the look and feel of their forms from end-user's perspective.

What I enjoy the most about Formaloo is the ease the ease of creating forms. Formaloo is fantastic in the way that they pushed the form creation to app creation and mixed easy forms creation but also app creations. You can easily access the results of the forms but when you create an app, you can build a portal with selected access, visibility... A page on your portal can be public, members or admin only. It's also easy to integrate with other solution to use the collected data. I also realy like the android app where you can create and check all your form submissions.

Perfect & easiest solution to create custom CRM. Formaloo provides many templates to get started with various use cases. The customer support is excellent. They respond right away and answer all your questions. They even send you video responses to show you how to fix whatever issue you are having and even offer different solutions.

I like Formaloo's ease of use, folders for projects, as easy to use for forms as Canva is for image editing. The transition was extremely easy. Forms are much easier to create in Formaloo, especially any forms that require advanced logic or payment, which are a pain to do in the other systems.

I like the clean interface, modern design and features rich of Formaloo. I can create simple but beautiful forms with it. The support team is also very responsive. Getting lead and potential clients' contact info, and also surveying for clients' feedback after the deal. With Formaloo I can send simple but beautiful forms to collect the data I want from my clients

It's easy to create forms that look attractive and increases response rate wih Formaloo. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me create forms and surveys that are easy to complete, and more importantly visually appealing to increase response rates.

Formaloo is the best Typeform alternative available. Forms and applications can be custom designed and are highly customizable. Allows you to create advanced forms with conditional logic. Formaloo has a large number of templates that make the work easier or serve as inspiration to create our own forms. I plan to keep using Formaloo in many ways.

Formaloo has a large library of form templates that makes it easy to get started with their platform. I've also used Formaloo to build out very complex assessment forms from scratch using advanced calculation logic and workflow. I'm really impressed with their continued development velocity.

Simplicity and the general UI/UX that this website offers for surveys. Much more attractive and more patronizable than G products. Formaloo provides better and more personalized surveys for our clients
I like the clean interface, modern design and features rich of Formaloo. I can create simple but beautiful forms with it. The support team is also very responsive. Getting lead and potential clients' contact info, and also surveying for clients' feedback after the deal. With Formaloo I can send simple but beautiful forms to collect the data I want from my clients
Formaloo provides a complete set of powerful building blocks out of the box with a powerful relational database automatically connected to them! leaving competitors way behind with its very easy to use user-interface.
Ease of use, folders for projects, as easy to use for forms as Canva is for image editing. Forms are much easier to create in Formaloo, especially any forms that require advanced logic or payment, which are a pain to do in the other systems.
It's easy to create forms that look attractive and increases response rate. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me to create forms that are easy to complete, and more importantly visually appealing to increase response.
Formaloo has a large library of form templates that makes it easy to get started with their platform. I've also used Formaloo to build out very complex assessment forms from scratch using advanced calculation logic and workflow. I'm really impressed with their continued development velocity.
‘‘Features are rich. It's not limited to a simple form builder, with Formaloo we can easily build more complete apps like CRM.’’
WebDeveloper, Alnwick Signs

Questions & answers

Read the answers to the most frequently asked questions about our AgencyOS

Why choose Formaloo for lead generation forms and CRM?

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Formaloo stands out as a top platform for designing smart, responsive forms. Its user-friendly interface and robust features let you effortlessly create forms that adjust to your users' behavior. With Formaloo, you can:

✅ Design attractive, no-code forms
✅ Apply advanced logic and calculations easily
✅ Access real-time data insights through built-in analytics
✅ Integrate smoothly with your current workflow and tools

Is this webinar suitable for beginners?

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Absolutely! We'll cover concepts suitable for all levels, from beginners to advanced users.

Will there be a recording available?

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Yes, all registrants will receive a recording of the webinar along with helpful resources.

Can I personalize CRM dashboards and reports to fit my business needs?

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Yes, Formaloo allows full customization of dashboards and reports. Add custom fields, filters, and tags to tailor your CRM’s analytics and visualize key business metrics effectively.

How do AI-powered insights improve sales performance in a CRM?

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Formaloo leverages AI-powered insights to analyze customer behavior, predict sales trends, and recommend actions. Businesses can optimize lead scoring, automate outreach, and close deals faster.

Do I need to be a Formaloo user to benefit from this webinar?

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While being a Formaloo user will allow you to immediately apply what you learn, the concepts we'll discuss can benefit anyone interested in workflow automation.

How do email notifications work in Formaloo?

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You can set up email notifications to alert you and your users upon form submission. These notifications can include personalized messages with custom templates and attached PDFs generated from the form responses. You can set up custom SMTP for your custom emails.

Is Formaloo GDPR compliant?

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Short answer is YES. Please read our special GDPR FAQ right here.