Features
Forms
Capture leads, intake requests, and feedback
Forms turn public URLs into structured workspace data. Use them for lead capture, client intake, feedback, or any request that should create records in Helm.
What Forms Can Do
- Create contacts - Map form fields to a new person record
- Create accounts - Spin up a new company when a form is submitted
- Create deals - Drop a lead straight into your pipeline
- Trigger workflows - Kick off automation on submission
- Notify the team - Send email, Slack, or in-app notifications
Sharing
Every form has a public URL you can share or embed. Forms don't require a login, so clients and prospects can submit directly.
Spam & Validation
Set required fields, add simple rate limits, and validate emails. Submissions that fail validation are rejected before any records are created.