> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create forms and manage lead submissions

> Build lead forms in ShopWrk, publish them to your website or social pages, and work everything customers submit in one inbox.

Forms turn strangers into contacts without anyone retyping anything. A customer fills out your form on your website or Facebook page; ShopWrk creates the contact, files the submission, and can fire an automation the moment it lands. Three kinds of forms exist, and they do different jobs:

* **ShopWrk forms** are the ones you build here: quote requests, consultation bookings, anything you want on your website or shared as a link.
* **The booking form** is a separate, purpose-built form behind your booking page. See [Calendar and booking](/features/calendar-booking).
* **Facebook Lead Ads forms** live in Meta's system. ShopWrk imports their submissions so those leads land in the same place as everything else.

Open **Marketing** from the sidebar and click **Forms**.

## Building a form

<Steps>
  <Step title="Start a new form">
    Click **New form**. Give it an internal name for your team and a customer-facing name that shows on the form itself.
  </Step>

  <Step title="Add steps and fields">
    Build the form step by step. Each step holds one screen of fields; reorder them until the flow feels natural. Mark fields required when an answer changes what you do next, like vehicle year or service interest.
  </Step>

  <Step title="Use custom fields where you need them">
    Fields can bind to your [custom contact fields](/settings/data-management), so submissions land as structured data on the contact instead of buried in notes.
  </Step>

  <Step title="Publish">
    Set the public link slug, then switch the form from draft to published. Preview before you share.
  </Step>

  <Step title="Share it">
    Copy the public link for bios, DMs, and email signatures, or embed it in your website. The link keeps working while the form stays published.
  </Step>
</Steps>

## Importing Facebook Lead Ads forms

If you run Lead Ads on Facebook or Instagram, connect Facebook Lead Ads first (see [Instagram, Messenger, and Facebook Lead Ads](/integrations/social-media)), then open **Marketing → Forms** and import the lead form. Map each question to a ShopWrk contact field once; after that, submissions flow in automatically with the mapping applied.

## Working submissions

Every submission, from every source, collects in the Forms area:

* **Review.** Open a submission to see exactly what the customer entered. Mark it reviewed so your team knows who has handled it.
* **Convert.** Submissions create contacts automatically; add vehicles, estimates, or jobs from the contact like any other lead.
* **Export.** Pull submissions to CSV for analysis or handoff.
* **Delete.** Remove junk or test submissions permanently.

## Automating follow-up

Two triggers matter here: **ShopWrk Form Submitted** fires for ShopWrk forms, and **Meta Lead Form** fires for imported Lead Ads. A common setup texts new leads within a minute and assigns the lead to whoever owns that service line. See [Automations](/features/automations) and the [lead closer](/features/ai-agents) for how far you can take it.

## Form states and fixes

| State     | What it means                                       |
| --------- | --------------------------------------------------- |
| Draft     | Visible only to your team while building            |
| Published | Live at its public link and accepting submissions   |
| Archived  | Link stops accepting new submissions; history stays |

Unpublishing (archiving) keeps old submissions but stops new ones, which is what you want for expired promotions. A form nobody finds usually needs its link somewhere real: website, bio, email signature.

<Note>
  Form access follows team permissions. Members without marketing access don't see Forms in the sidebar at all.
</Note>

## Related

<CardGroup cols={2}>
  <Card title="Automations" icon="bolt" href="/features/automations">
    Fire instant follow-up the moment a form lands.
  </Card>

  <Card title="Instagram, Messenger, and Facebook Lead Ads" icon="share-nodes" href="/integrations/social-media">
    Connect Facebook Lead Ads, then import the form here.
  </Card>
</CardGroup>