Online forms that route themselves
Helm Forms builds intake forms, multi-step questionnaires, and calculators that show a live result. Embed one inline or as a popup on any site, then route every submission through a workflow: create the task, add the contact, open the deal.
Everything Helm Forms can do.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
14 field types
Text, textarea, email, phone, number, date, time, select, radio, checkbox, choice cards, file upload, consent, and computed. Email and phone validate themselves.
Multi-step, not one long page
Split a long form into steps. Choice cards render as big tappable buttons that advance on their own, so a five-question qualifier feels like five taps.
Calculators with a result screen
Add computed fields with formulas over the answers, then end on a result screen that shows the number. Helm recomputes it server-side, so the figure in your records is the real one.
Ask for the email at the right moment
Show the result first and ask afterward, ask before revealing it, or skip the ask. Leading with the result gives the visitor value first and keeps the page useful to search engines.
Embed it three ways
Inline in the page, behind a floating button, or triggered from any element you already have. Set the theme, brand color, position, and animation to match the site.
Show it at the right moment
Open on a delay, at a scroll depth, on exit intent, or on load. Minimize it as the reader moves down the page, and cap how often one visitor sees it.
Workflow on submit
Every submission can fire a workflow: create a task, add a contact to the CRM, open a deal, assign an agent, post to Slack, send an email.
Consent capture, done properly
A consent field records real opt-in. Helm emails a confirmation from your own verified sender and waits for the click, so the contacts you gather can receive a broadcast.
File uploads and full submission history
Collect attachments in the form. Every submission stores its data plus IP, user agent, and referrer, searchable and filterable later.
Wired into every other app by default.
Set Helm Forms up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Form submission is a first-class trigger. Route it to any workflow action.
Submitters become contacts under the right account, with the source recorded.
A confirmed consent field is what makes a contact eligible for a broadcast.
A workflow turns a submission into a task on the right project.
A form that does something.
Build the form, split it into steps if it runs long, and publish it to a public URL or embed it on your site. When a submission arrives, a workflow fires: the task gets created, the contact gets added, the deal gets opened. The submission is stored with its metadata for the audit trail.
A form that answers a question.
Pricing estimators, savings calculators, ROI tools, quote builders. Add computed fields with a formula over the answers and finish on a result screen showing the number. Every formula references a stable field key, so renaming a question never silently changes the math. Helm recalculates on the server when the submission lands, which means the figure on your record is the one you can quote from.
Submissions land where they belong.
A support request becomes a task on a project. A lead becomes a contact and a deal. A calculator result becomes a quote you follow up on. Because workflows run on the same data layer, nothing passes through a Zapier intermediary on the way in.
The difference an integrated Helm Forms makes.
Typeform for the form. A separate calculator tool for the estimator. Zapier to move submissions to your CRM. Another tool to create the task, and an analytics dashboard to see whether any of it converted. Every hop is a subscription and a place to break.
Build the form, add the formula, wire a workflow on submit. Submissions create the task, the contact, and the deal, and the conversion numbers sit on the form itself.
What happens when you use it.
A prospect fills out your contact form.
A workflow creates the contact, opens a deal in the lead stage, and assigns an SDR agent to draft outreach.
You want a pricing estimator on your marketing site.
Build it as a calculator, show the number, then ask for the email once the visitor has the answer.
A client submits a support request with a screenshot.
A workflow creates a task on the right project with the file attached, and posts it to Slack.
You want signups for your newsletter from a blog post.
Embed a popup with a consent field, triggered at 50% scroll and capped at once per visitor.
Agents that run on Helm Forms.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Operations Manager Agent
byHelmWatches capacity, profitability, and AR, surfaces bottlenecks and at-risk projects, and runs operational summaries automatically.
OperationsSales Development Rep Agent
byHelmRuns outbound prospecting, qualifies inbound fast, progresses early-stage deals, and keeps the CRM clean.
SalesAccount Manager Agent
byHelmRuns client check-ins, drafts recaps and QBRs, tracks account health, and flags at-risk accounts before renewal.
Client SuccessWorks with the rest of the platform.
Questions about Helm Forms.
How does Helm Forms compare to Typeform, Jotform, or Google Forms?
Standalone form tools stop at storing a submission. Helm Forms is wired into workflows, CRM, and projects on the same platform, so a submission becomes a contact, a deal, a task, or a project kickoff without a sync step. Calculators and conversion analytics come built in.
Which field types are supported?
Text, textarea, email, phone, number, date, time, select, radio, checkbox, choice cards, file upload, consent, and computed. Fourteen types today. Email and phone fields are format-validated automatically.
Can I build a calculator?
Yes. Add a computed field, write a formula over the other answers using arithmetic plus min, max, round, abs, and clamp, and end the form on a result screen that displays it. You choose whether to ask for an email before the result, after it, or not at all. Helm recomputes the value server-side when the submission lands.
Can I embed a form on my website?
Yes, three ways: inline in the page, behind a floating button, or opened from an element you already have. Every form also has a public URL. Theme, brand color, position, and animation are configurable, and the widget works from any domain.
Can I control when a popup form appears?
Yes. Open it after a delay, at a scroll percentage, on exit intent, or immediately on load. It can minimize itself as the reader scrolls past a point, and a frequency cap keeps one visitor from seeing it every session.
How does the consent field work?
A ticked consent field records positive email opt-in on the contact. By default Helm sends a confirmation email from a verified sender you pick and only counts the consent once the person clicks it. That double opt-in is what makes a contact eligible to receive a broadcast. A plain checkbox never counts as consent.
Is conditional logic supported?
Not today. Per-field validation rules work, and multi-step forms let you group questions so people only see the section that applies. Showing and hiding individual fields based on earlier answers is not in the current release.
What about spam protection?
Every submission captures IP, user agent, and referrer for audit, and email and phone fields reject malformed input. A built-in CAPTCHA or honeypot is on the roadmap. For now, a workflow can filter suspicious submissions before they create records.
Are there form templates?
Not today. Duplicate an existing form to reuse its structure. A template library is on the roadmap.
Try Helm Forms.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.