Formbot
FOR THE WAY BUSINESS GETS DONE

From first hello
to signed deal.

Capture leads, follow up with customers, get documents signed, and automate what comes next. Six connected apps, with AI to lend a hand.

✓ Always free ✓ 30 tokens every month ✓ All apps included
Your workspaceEXAMPLE
CUSTOMER JOURNEY

Good things are moving.

One place for every next step.

A new inquiryProject brief received
Received
A personal follow-upKeep the conversation going
Sent
An agreement, signedReady to get started
Signed ✓
A smooth handoffOnboarding starts here
Next step
✦ Need a hand? Ask your Formbot agent.↗
ONE WORKSPACE. SIX CONNECTED APPS.

Everything you need.
Already working together.

Start with a form. Add a signature, a follow-up,
or a workflow whenever you need it.

Explore the complete feature collection +

FROM INTEREST TO AGREEMENT

Give every opportunity
a clear next step.

Connect marketing, sales, agreements,
and delivery around the same customer.

01 / ATTRACT

Capture the lead.

Collect an inquiry through a form, app, or chatbot and bring the details into your sales workflow.

Forms · Apps · Chatbot
02 / NURTURE

Keep the conversation going.

Send marketing emails, personalize outreach, and follow up with interested prospects.

Reach
03 / AGREE

Get to a signature.

Prepare the agreement, assign recipients, send it for signature, and track completion.

Documents
04 / CLOSE

Turn a deal into a customer.

Update the deal, trigger the next workflow, and get onboarding moving.

Reach · Flows
FROM “TO DO” TO DONE

Your work has a flow.
Let’s connect it.

Less copying. Less chasing.
More time for the work you care about.

A LITTLE HELP GOES A LONG WAY

Less setup.
Less following up.

AI helps you create. Agents help you follow through.
Right inside your Formbot workspace.

Tell Formbot what you need.

Describe a form, prepare a document, or ask for help with a customer follow-up. Use the Agents tab to bring several steps together without switching between apps.

Choose an example to see how it could work.

BUILT AROUND YOUR BUSINESS

Your people. Your brand.
Your way of working.

One connected workspace for your team.
A familiar experience for your customers.

AMJLSK
Can edit ⌄
FOR TEAMS

Move forward together.

Invite colleagues, assign roles, and give people access to the work they need. Share forms and documents with specific permissions.

  • Owner, admin, and member roles
  • Form and document sharing
  • Comments, mentions, and account switching
Explore collaboration ↗
♧   forms.yourcompany.comYour brand, front and center.
FOR YOUR BRAND

Make it unmistakably yours.

Bring your logo, colors, domains, and emails together. Give customers a consistent experience from the first form to the final signature.

  • Account logos and branding
  • Domains for Forms, Documents, Apps & Flows
  • Custom email templates and mailbox
Explore white labeling ↗
FOR AGENCIES & PARTNERS

Bring more to your clients.

White-label the Formbot suite inside your own platform. Give customers connected apps, branded experiences, and workspaces built around their business.

  • Switch between client accounts
  • Reusable templates and subflows
  • APIs, webhooks, and integrations
Explore the partner program ↗
CONNECTED TO YOUR CRM

See it connect.

From your forms to Salesforce and HubSpot.

Formbot + Salesforce

Turn form responses into your next opportunity.

↗

Capture in Formbot. Continue in Salesforce.

Salesforce integration

Formbot + HubSpot

Keep new leads and follow-ups connected.

↗

Collect the details. Keep the conversation moving.

HubSpot integration
KEEP THE TOOLS YOU LOVE

Connect the work
between them.

Collect payments, book appointments, send data to your CRM, and build connections through APIs and webhooks.

Explore the API ↗
SalesforceHubSpotStripePayPalGoogle CalendarMicrosoftZapierMailchimpWebhooksREST API
SMALL DETAILS. BIG POSSIBILITIES.

There’s more in your toolkit.

From your first form to your everyday workflow,
make the experience work your way.

Formbot visual form builder
BUILD WITHOUT CODE

Start with an idea.

Describe a form to AI, choose a template, or build with drag-and-drop fields. Group related questions in containers and organize longer forms into pages.

Explore the form builder ↗
Formbot forms embedded into websites
MEET PEOPLE WHERE THEY ARE

Embed it. Share it. Make it yours.

Put a form on your website with an embed snippet. Use Formbot’s WordPress plugin, a shareable link, or your own custom domain.

Explore Formbot’s existing resources ↗
Formbot payment form capabilities
GO BEYOND COLLECTING ANSWERS

Take an order. Book a time.

Bring Stripe and PayPal payments, product lists, coupons, and calendar bookings into your forms. Use conditional logic to ask only what matters.

Explore payments & booking ↗
THE FORMBOT PARTNER PROGRAM

Your platform.
Your brand.
A whole suite of possibilities.

Bring Formbot’s apps into your own platform. Give customers forms, e-signatures, automation, outreach, and AI assistance—all under your brand.

01 / BRAND IT

Make the experience your own.

Bring your logo, account branding, email templates, and supported custom domains into a consistent customer experience.

02 / CONNECT IT

Fit it into your platform.

Connect forms, documents, and workflows to your platform through embeds, APIs, and integrations. Add agent-powered experiences where they help your customers.

03 / DELIVER IT

Build for each customer.

Organize client work in separate accounts, invite their teams, and reuse templates and subflows as your offering grows.

Plan your rollout with us.

The partner program covers all six apps. Branding and integration options vary by app; custom-domain support for Chatbot and Reach is still being completed. Talk with us about your platform, rollout, and commercial terms.

A few good questions.

What can a Formbot agent do?+

Work across the business journey: capture leads, run marketing follow-ups, prepare agreements, send documents for signature, and connect closing to onboarding. Start from the Agents tab inside the app.

Is Formbot really free forever?+

Yes. Formbot is always free, with access to all apps and features and 30 free tokens each month. If you need more usage, you can buy additional tokens.

Do I need a different plan for each app?+

No. Forms, Documents, Apps, Flows, Chatbot, and Reach belong to the same toolkit. The new model uses a shared token allowance instead of separate feature tiers.

What does one token cover?+

Token costs vary by action. The exact action rates, top-up prices, and rollover policy have not yet been published. Thirty tokens should not be interpreted as thirty of every action.

Can my team use our own branding?+

Yes. Account branding, custom email templates, and custom domains help make the experience your own. Module domains are supported for Forms, Documents, Apps, and Flows. Chatbot and Reach domain support is still being completed.

Can I build solutions for clients?+

Yes. The Formbot partner program lets you white-label the app suite as part of your own platform. Use client accounts, branding, reusable templates, and integrations to deliver your offering. Explore the partner program and contact us to discuss available options and commercial terms.

BUILD. LEARN. GET SUPPORT.

A little guidance.
A lot you can build.

Developer tools, answers, and a community
to help you make the most of Formbot.

Building your own integration? Explore APIs & MCP. +

Use the REST API to connect Formbot to your software, or connect an AI agent through our MCP server to work with Formbot actions.

Read the API documentation ↗Ask about MCP setup ↗
READY WHEN YOU ARE

Make your next step
a little simpler.

Let’s get started ↗

Always free. 30 monthly tokens. Yours to explore.

Create a form with AI

Describe what you need to get started.