THE PROBLEM
Turn form submissions into CRM leads, instantly
Standard contact forms are black holes, slow to respond and quick to lose leads. Cynlie smart forms capture the details and trigger an instant call, text, or alert the moment someone submits.
WHAT IT DOES
Forms that create leads, not just records
Instant capture and sync
Every submission becomes an enriched contact in your CRM in real time, with no manual entry.
- Automated data pipelines
- Real-time dashboards
Automated outbound
Trigger an SMS, call, or email sequence the second a form is submitted, while the lead is hot.
- Invoice and payment workflows
- Internal approvals and routing
Smart, adaptive forms
Multi-step forms with conditional logic qualify leads faster and score them on intent automatically.
- Internal copilots for finance teams
- Document processing (contracts, invoices)
HOW IT WORKS
See it in action
From drag-and-drop to live, converting leads in three steps.
Build with smart branching
- Cleaner leads. Faster handoff.
Embed with one line
- Faster triage. Cleaner queues.
Trigger instant outbound
- Fewer errors. Faster close.
RESULTS
The results you can expect
What you get:
lead decay window
Cynlie responds instantly, before the lead goes cold.
more leads
Smart forms with instant follow-up beat static forms.
A form that follows up in seconds, not hours, turns quiet submissions into booked conversations.
Why smart forms beat basic ones
- Intelligent KYC/KYB
Instant CRM lead creation with mapped fields
- Underwriting Automation
Conditional logic and multi-step forms
- Predictive Fraud Prevention
AI lead scoring on intent signals
- AP/AR Workflow Orchestration
Email and SMS submission notifications
- Liquidity & Cash Forecasting
Spam protection and form analytics
- AI-Powered Support Triage
Embed anywhere, plus HIPAA-aligned options
See Cynlie in action
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Explore related features
Website Forms questions, answered.
Frequently asked
Does it work on my site?
Yes. Embed on WordPress, Webflow, Squarespace, Shopify, or any site with a single line of code.
Where do the leads go?
Every submission creates an enriched contact in your CRM in real time, with all fields mapped.
Can it follow up automatically?
Yes. A submission can instantly trigger a call, text, or email sequence.
Can I customize the questions?
Yes. Add any field type and use conditional logic to ask questions only when relevant.
Does it stop spam?
Yes. Built-in spam filtering keeps bot submissions out of your CRM.