---
title: "Creating a Form in ClearCRM"
description: "This article explains the process of creating a new Form in ClearCRM"
url: https://help.clearcrm.com/en/articles/10825381-creating-a-form-in-clearcrm
collection: "Marketing"
updated: 2026-03-30
language: en
---

# Creating a Form in ClearCRM

This article explains the process of creating a new Form in ClearCRM

Forms in ClearCRM allow businesses to collect customer information, generate leads, and automate marketing efforts. Below is a step-by-step guide to creating a form within the platform.

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## **1\. Navigating to the Forms Section**

1.  Log in to your ClearCRM account.
    
2.  From the left-hand navigation menu, go to **Marketing**.
    
3.  Click on **Assets & Forms**.
    
4.  Ensure that you are on the **Forms** tab at the top.
    

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## **2\. Creating a New Form**

1.  Click the **"Create Form"** button.
    
2.  Fill in the required fields:
    
    -   **Form Name** (_Required_): Choose a descriptive name for the form.
        
    -   **Use Google Recaptcha**: Select "Yes" if you want to enable Captcha verification for spam protection.
        
    -   **Language** (_Required_): Choose the form's primary language.
        
    -   **Submit Button Text** (_Required_): Customize the text on the submit button.
        

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## **3\. Configuring Form Behavior**

1.  **After Submission Action:**
    
    -   Choose whether to display a thank-you message or redirect visitors to another webpage.
        
    -   If displaying a thank-you message, enter the message content.
        
2.  **Source & Status:**
    
    -   Select the **source** (where the lead came from) and **status** of the form submission.
        
3.  **Assigning Responsibility:**
    
    -   Assign the form responses to a specific **staff member** or **responsible person**.
        

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## **4\. Notification & Additional Settings**

1.  **Notification Preferences:**
    
    -   Check the box to **notify when a lead is imported**.
        
    -   Choose to notify **specific staff members, roles, or the responsible person**.
        
2.  **Other Options:**
    
    -   Enable **Auto Mark as Public** if you want the form to be accessible publicly.
        
    -   Allow **duplicate leads** to be inserted into the database if needed.
        

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![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165955_1898.png)

## **5\. Saving & Using the Form**

-   Once all fields are configured, click **Save**.
    
-   The form is now ready for use and can be embedded on websites or shared via a direct link.