Stress-free contact data collection made for your brand

Collect contact data through branded forms that conform to your contact templates. Submissions create or update contacts automatically, with auto-grouping and auto-tagging built in.

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Data collection

Forms that feed your contact database

People Forms let you build web forms that map directly to contact templates. When someone submits, their data flows into People as a new contact or updates an existing one. No export, no import, no manual data entry. Data entry disappears and contact quality improves with Delalify People saving your team hours every week.

Capabilities

Data collection that flows to People

Contact template mapping

Form submissions often need reformatting before they fit your contact schema. Fields have different names, formats vary, and manual mapping introduces errors.

Form fields map to contact template fields. A "New Lead" form populates the lead contact template; an "Event Registration" form uses the attendee template. Data arrives structured.

Auto-grouping

After someone registers for your webinar, you manually add them to the attendee list. Forget this step and they miss follow-up communications.

Specify which groups submissions join automatically. All webinar registrants go into the "Webinar Attendees" group without manual assignment. Follow-up campaigns start immediately.

Auto-tagging

A lead from your pricing page has different intent than one from a blog post. Without source tracking, all leads look the same and receive identical treatment.

Tag submissions based on answers or form source. Leads from the pricing page get tagged "High Intent" automatically. Context captures without manual review.

Duplicate handling

Existing contacts submit forms using the same email. Creating a new record fragments their history. Updating blindly might overwrite valid data.

When someone submits with an existing email, you control whether to update the contact, create a duplicate, or reject the submission. The control is yours to make sure your list stays clean.

Confirmation emails

Submissions need acknowledgment: thank you messages, calendar invites, document attachments. Coordinating form software with email tools requires glue work.

When someone submits a form, they get instant confirmation through Channels, our messaging app. You can attach files from OneCloud to these confirmations, so people receive everything they need right away.

Embed and share

Forms need to live where your audience already is. This can be your website, landing pages or shared links. Styling should match your brand and not the form tool.

Embed forms on your website, share direct links, or display as popups. Styling matches your brand with custom colors and fonts. Forms feel native to your brand.

Why it matters

Forms that eliminate manual work

Eliminate data entry

Form submissions flow directly into contact profiles without copying and pasting from email. Your team stops transcribing data and starts acting on it the moment it arrives.

Ensure data quality

Contact template mapping enforces required fields and valid formats before submission. Bad data gets rejected at the source, so your database stays clean without manual scrubbing.

Start workflows immediately

Auto-tags trigger automations the moment someone submits, sending welcome emails or assigning follow-up tasks. Response time drops from hours to seconds because humans do not need to initiate the process.

Prevent duplicate records

When someone submits with an existing email, you control whether to update, merge, or reject. Your contact list stays clean because duplicates get handled at the point of entry rather than discovered months later. You set this once, and it applies automatically to all submissions.

Use cases

See forms in action

Marketing team capturing webinar registrations

The team builds a registration form mapped to the attendee contact template, with fields for job title, company size, and specific interests. Submissions automatically add registrants to the webinar group and trigger Channels confirmation emails with calendar invites. Three days before the event, the group receives reminder messages, and one hour before, attendees get a final notification with the join link.

Result

Registration to attendance conversion improves 25% because reminders target the right audience without manual list management. The marketing team reclaims 6 hours per webinar previously spent transferring registrations between tools and building reminder lists.

Marketing team capturing webinar registrations

HR department collecting employee directory updates

HR shares a form where employees update their contact information, department assignments, and reporting structure. Form fields map directly to the employee contact template in People. Submissions automatically update existing contact records based on email matching, so employees never create duplicate profiles. Changes propagate to Teams for accurate org charts and to Channels for internal communication lists.

Result

Directory accuracy reaches 98% because updates happen through self-service instead of IT tickets. HR cuts directory maintenance from 12 hours per month to 2 hours, and employees find correct contact information on the first try instead of asking colleagues or checking outdated spreadsheets.

HR department collecting employee directory updates

Customer success team creating intake forms

Customer success embeds a contact form on the help center that captures issue details and automatically tags submissions by category: billing, technical, or account issues. Each tag triggers a routing rule that assigns tickets to the appropriate specialist team and adds the contact to a follow-up group. The form updates existing customer records with the latest support interaction, building a complete history in their contact timeline.

Result

First-response time drops 30% because tickets reach the correct queue immediately without manual triage. Specialists see previous interactions in the contact timeline before responding, eliminating the need to ask customers to repeat their history.

Customer success team creating intake forms

Law firm collecting client intake information

The firm embeds intake forms on practice area pages for estate planning, litigation, and corporate law. Each form maps to a specialized contact template that captures matter type, opposing counsel, key dates, document requirements, and conflict check information. Submissions create client contacts with complete case context and automatically add clients to practice area groups for targeted updates about regulatory changes or court deadlines.

Result

Lawyers receive complete case briefs before initial consultations instead of spending the first 20 minutes gathering basic information. Client onboarding time drops from 45 minutes to 15 minutes because attorneys review structured intake data beforehand and use the meeting for strategy discussion.

Law firm collecting client intake information

Fitness studio handling membership applications

The studio creates a membership form that collects health history, emergency contacts, fitness goals, injury limitations, and preferred training times. Submissions create member contacts with complete health profiles and automatically assign them to orientation groups based on experience level. Tags applied during form submission trigger welcome email sequences through Channels.

Result

Trainers review member profiles before first sessions, personalizing workouts from day one instead of running generic assessments. Member retention in the first 90 days increases 32% because personalized attention starts immediately, and trainers reference specific goals and limitations without asking members to repeat themselves.

Fitness studio handling membership applications

Related features

Explore more People capabilities

Contacts

Form submissions create or update contact profiles automatically.

Learn more

Groups

Auto-assign form submissions to groups for campaign targeting.

Learn more

Collect contact data automatically

Forms create and update contacts without manual entry. Every submission flows directly into People with auto-tagging and auto-grouping.

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