Online forms that route themselves
Helm Forms is the client-intake app inside the Helm platform. Build forms with eleven field types, embed them on your site or share a public URL, and route every submission through a workflow: create a task, add a contact, open a deal, or assign an agent. Submissions are stored with their metadata so you can see who submitted what, from where, and when.
Everything Helm Forms can do.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Form builder
Drag-and-drop builder with eleven field types: text, textarea, email, phone, select, radio, checkbox, file upload, date, time, and number.
Public URL or embed
Every form has a public URL for sharing directly. Embed it on your site with a code snippet. Works from any domain.
Workflow on submit
Every submission can fire a workflow: create a task, add a contact to CRM, open a deal, assign an agent, post to Slack, send an email.
File uploads
Collect file attachments directly in the form. Files attach to the submission and can be routed to tasks or documents.
Submissions stored with metadata
Every submission captures the data, plus IP, user agent, referrer, and any attached client or task. Searchable and filterable.
Conversion analytics
See total submissions, conversion rate, task creation rate, devices, geos, and top completed fields. No separate analytics tool.
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 submissions to any workflow action.
Workflows can create a task on submission, routing the request straight into a project.
Add submitters as contacts under the right account. Track which leads come from which forms.
Turn form-submitted leads into deals automatically via a submit-triggered workflow.
A form that does something.
Build a form with eleven field types including file upload. Publish to a public URL or embed on your site. When a submission arrives, fire a workflow: create the task, add the contact, open the deal, or assign an agent. The submission is stored with metadata for audit.
Submissions land where they belong.
A support request becomes a task on a project. A lead becomes a contact and a deal. A project brief becomes a new client onboarding. Because workflows operate on the same data layer, the submission doesn't have to pass through a Zapier intermediary. It lands directly in the right record.
Know what's converting, no separate tool.
Form analytics show total submissions, conversion rate, and task creation rate over your chosen time range. Device breakdowns, geos, and top-completed fields help you see what's working. No Google Analytics dance, no add-on.
The difference an integrated Helm Forms makes.
Typeform for the form. Zapier to sync submissions to your CRM. Another tool to create the task. A separate analytics dashboard to track conversions. Every hop is a point of failure. Every integration is a subscription.
Build the form. Wire a workflow on submit. Submissions create the task, the contact, the deal. Analytics are on the form itself. Nothing to sync, nothing to glue.
What happens when you use it.
A prospect fills out your contact form.
Workflow creates the contact in CRM, opens a deal in the lead stage, and assigns an SDR agent to draft outreach.
A client submits a support request with a screenshot attached.
Workflow creates a task on the right project with the file attached. Project Manager gets a Slack notification.
An applicant fills out your intake form.
Workflow adds them as a contact, kicks off the onboarding project from your template, and emails next steps.
You want to know which form is converting best.
Open the analytics view. Compare conversion rate, task creation rate, and top fields across forms.
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. Analytics come built in.
Which field types are supported?
Text, textarea, email, phone, select, radio, checkbox, file upload, date, time, and number. Eleven types today.
Can I embed a form on my website?
Yes. Every form has a public URL and an embed snippet. Works from any domain.
What about spam protection?
Basic submission metadata (IP, user agent, referrer) is captured on every submission for audit. A built-in CAPTCHA or honeypot is on the roadmap. For now, workflows can filter suspicious submissions before they create records.
Is conditional logic supported?
Validation rules per field are supported. Dynamic show/hide of fields based on prior answers is partial today and more fully coming with the next forms release.
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.