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How to Create and Manage a Contact Form in GHL Customer Care

Learn how to create a contact form in GHL Customer Care with this step-by-step guide. Easily customize, embed, and automate your forms to capture leads and inquiries. 🚀

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On this page
  1. Key Benefits of Contact Forms in GHL Customer Care
  2. Form Fields and Custom Fields
  3. Form Styling and Themes
  4. Form Notifications and Auto Responder
  5. Form Submissions: Where to Access Them and How They Appear
  6. How To Create a Contact Form
  7. Step 1: Create the Form
  8. Step 2: Add and Arrange Form Fields
  9. Step 3: Customize the Form
  10. Step 4: Save, Test, and Monitor the Form
  11. Step 5: Integrate or Share the Form
  12. Frequently Asked Questions
  13. Related Articles

A contact form helps you capture leads, inquiries, and customer information directly through your website, funnel, or shared form link. GHL Customer Care lets you build customizable forms, collect standard and custom contact information, configure notifications, automate follow-up, and review submissions from one place. A properly configured contact form makes it easier to collect accurate information and move new leads into your follow-up process.

TABLE OF CONTENTS

What is a Contact Form in GHL Customer Care?

A contact form in GHL Customer Care is a customizable form used to collect information from leads and customers. Forms can include standard contact details such as name, email, and phone number as well as custom fields that capture information specific to your business. When a new lead submits a GHL Customer Care form, a contact record is automatically created so the information can be managed inside the CRM.

Key Benefits of Contact Forms in GHL Customer Care

  • Centralized lead capture: Collect contact details and inquiry information directly inside GHL Customer Care instead of transferring submissions manually between tools.

  • Customizable data collection: Add standard fields or contact custom fields to collect information that matches your business process.

  • Flexible design options: Use Styles, Themes, and Advanced settings to control the appearance and layout of your form.

  • Submission notifications: Notify team members when a form is submitted and optionally send an automatic response to the person who completed it.

  • Workflow automation: Use the Form Submitted workflow trigger to begin follow-up actions after a specified form is completed.

  • Flexible publishing: Share a direct form link or embed the form into a GHL Customer Care or compatible external website.

Form Fields and Custom Fields

Choosing the right fields keeps your contact form focused while ensuring your team receives enough information to respond effectively. Standard fields are useful for common contact information, while custom fields allow you to collect business-specific details such as inquiry type, preferred service, budget range, or preferred contact method.

Common contact-form fields include:

  • First Name

  • Last Name

  • Email

  • Phone

  • Message

  • Drop-downs

  • Checkboxes

  • Radio buttons

  • Contact custom fields

GHL Customer Care also supports creating and editing several custom field types directly from the Form and Survey Builder. Depending on the field type, you can add options such as drop downs, checkboxes, radio selections, date pickers, numbers, monetary fields, file uploads, and text fields.

Form Fields and Custom Fields (image 1 of 11) What this shows GHL Customer Care also supports creating and editing several custom field types directly from the Form and Survey Builder. What this shows Illustrates the "Form Fields and Custom Fields" section of "How to Create and Manage a Contact Form in GHL Customer Care". This screenshot appears in the "Form Fields and Custom Fields" section of "How to Create and Manage a Contact Form in GHL Customer Care". The text alongside this image reads: GHL Customer Care also supports creating and editing several custom field types directly from the Form and Survey Builder. Depending on the field type, you can add options such as drop downs, checkboxes, radio selections, date pickers, numbers, monetary fields, file uploads, and text fields. This part of the guide covers 9 fields, listed below. Immediately after, the guide continues: A consistent form design helps the form feel like a natural part of your website or funnel. GHL Customer Care's Styles & Options controls let you adjust layout, spacing, colors, input appearance, buttons, and other design settings, while…. Image 1 of 11 What to fill inGHL Customer Care also supports creating and editing several custom field types directly from the Form and Survey Builder. Depending on the field type, you can add options such as drop downs, checkboxes, radio selections, date pickers, numbers, monetary fields, file uploads, and text fields.
Fields in this part of the guide First NameLast NameEmailPhoneMessageDrop-downsCheckboxesRadio buttonsContact custom fields
Next stepA consistent form design helps the form feel like a natural part of your website or funnel. GHL Customer Care's Styles & Options controls let you adjust layout, spacing, colors, input appearance, buttons, and other design settings, while Themes provide prebuilt visual presets that can help you start with a polished design.
Example values
First Name
Priya
Last Name
Raman
Email
priya.raman@northgatedental.com
Phone
+1 312 847 1928

Illustrative values showing the expected format. They are not read from the screenshot.

All 9 steps in this procedure
  1. First Name
  2. Last Name
  3. Email
  4. Phone
  5. Message
  6. Drop-downs
  7. Checkboxes
  8. Radio buttons
  9. Contact custom fields

Form Styling and Themes

A consistent form design helps the form feel like a natural part of your website or funnel. GHL Customer Care's Styles & Options controls let you adjust layout, spacing, colors, input appearance, buttons, and other design settings, while Themes provide prebuilt visual presets that can help you start with a polished design.

Inside the Form Builder, click Styles & Options to access:

  • Styles: Adjust layout, colors, backgrounds, spacing, inputs, buttons, borders, and other visual settings.

  • Themes: Apply a ready-made visual preset and then refine it using Styles.

  • Advanced: Access additional configuration options for specialized needs.

For additional design options, see Right Sidebar in Form and Survey Builder and Themes in Forms/Surveys.

Form Styling and Themes (image 2 of 11) What this shows For additional design options, see Right Sidebar in Form and Survey Builder and Themes in Forms/Surveys. What this shows Illustrates the "Form Styling and Themes" section of "How to Create and Manage a Contact Form in GHL Customer Care". This screenshot appears in the "Form Styling and Themes" section of "How to Create and Manage a Contact Form in GHL Customer Care". The text alongside this image reads: For additional design options, see Right Sidebar in Form and Survey Builder and Themes in Forms/Surveys. Immediately after, the guide continues: Form notifications help your team respond quickly without repeatedly checking the submissions page. GHL Customer Care can send an internal Email Notification when someone submits the form, while Auto Responder can automatically acknowledge…. Image 2 of 11 Where to goFor additional design options, see Right Sidebar in Form and Survey Builder and Themes in Forms/Surveys.
Buttons and menus referenced Styles & Options
Next stepForm notifications help your team respond quickly without repeatedly checking the submissions page. GHL Customer Care can send an internal Email Notification when someone submits the form, while Auto Responder can automatically acknowledge the person who completed it.
All 3 steps in this procedure
  1. Styles: Adjust layout, colors, backgrounds, spacing, inputs, buttons, borders, and other visual settings.
  2. Themes: Apply a ready-made visual preset and then refine it using Styles.
  3. Advanced: Access additional configuration options for specialized needs.

Form Notifications and Auto Responder

Form notifications help your team respond quickly without repeatedly checking the submissions page. GHL Customer Care can send an internal Email Notification when someone submits the form, while Auto Responder can automatically acknowledge the person who completed it.

From the Notifications area of the Form Builder, you can configure:

  • Email Notification: Sends submission alerts to designated team members or email addresses.

  • Auto Responder: Sends an automatic email to the person who submitted the form.

Email Notification settings can include details such as the subject, recipient email address, reply-to email, and sender name.

For detailed notification settings, see Email Notifications in Forms and Surveys.

Form Notifications and Auto Responder (image 3 of 11) What this shows For detailed notification settings, see Email Notifications in Forms and Surveys. What this shows Illustrates the "Form Notifications and Auto Responder" section of "How to Create and Manage a Contact Form in GHL Customer Care". This screenshot appears in the "Form Notifications and Auto Responder" section of "How to Create and Manage a Contact Form in GHL Customer Care". The text alongside this image reads: For detailed notification settings, see Email Notifications in Forms and Surveys. Immediately after, the guide continues: *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto"> Form submissions…. Image 3 of 11 What this coversFor detailed notification settings, see Email Notifications in Forms and Surveys.
Buttons and menus referenced Notifications
Next step*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto"> Form submissions give you a centralized view of the information people enter into your form, making it easier to verify responses, review lead details, and confirm that the form is working as expected. GHL Customer Care lets you access submissions from the main Forms area or directly from inside the Form Builder. When viewing submissions from inside the Form Builder, the Submissions tab displays the entries associated with that specific form. This makes it easier to review responses without leaving the form you are currently editing. To review a form's submissions directly from the Form Builder This view is especially useful when troubleshooting or testing a form because you can edit the form, submit a test response, and immediately verify the captured data from the same form workspace.
All 2 steps in this procedure
  1. Email Notification: Sends submission alerts to designated team members or email addresses.
  2. Auto Responder: Sends an automatic email to the person who submitted the form.

Form Submissions: Where to Access Them and How They Appear

Form submissions give you a centralized view of the information people enter into your form, making it easier to verify responses, review lead details, and confirm that the form is working as expected. GHL Customer Care lets you access submissions from the main Forms area or directly from inside the Form Builder.

When viewing submissions from inside the Form Builder, the Submissions tab displays the entries associated with that specific form. This makes it easier to review responses without leaving the form you are currently editing.

To review a form's submissions directly from the Form Builder

  1. Go to Sites → Forms.
  2. Open the form you want to review.
  3. Click the Submissions tab at the top of the Form Builder.
  4. Use the date filters or search field to locate a specific response.
  5. Review the submission details shown in the table.
  6. Adjust the visible columns if you want to display additional captured form fields.

This view is especially useful when troubleshooting or testing a form because you can edit the form, submit a test response, and immediately verify the captured data from the same form workspace.

Form Submissions: Where to Access Them and How They Appear (image 4 of 11) What this shows *]:pointer-events-auto R6Vx5W_threadScrollVars… What this shows Illustrates the "Form Submissions: Where to Access Them and How They Appear" section of "How to Create and Manage a Contact Form in GHL Customer Care". This screenshot appears in the "Form Submissions: Where to Access Them and How They Appear" section of "How to Create and Manage a Contact Form in GHL Customer Care". The text alongside this image reads: *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto"> Form submissions give you a centralized view of the information people enter…. Immediately after, the guide continues: A complete contact form setup includes adding the right fields, configuring the design and behavior, testing the form, and confirming that submissions are captured correctly before sharing it with leads. Image 4 of 11 What to fill in*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto"> Form submissions give you a centralized view of the information people enter into your form, making it easier to verify responses, review lead details, and confirm that the form is working as expected. GHL Customer Care lets you access submissions from the main Forms area or directly from inside the Form Builder. When viewing submissions from inside the Form Builder, the Submissions tab displays the entries associated with that specific form. This makes it easier to review responses without leaving the form you are currently editing. To review a form's submissions directly from the Form Builder This view is especially useful when troubleshooting or testing a form because you can edit the form, submit a test response, and immediately verify the captured data from the same form workspace.
Buttons and menus referenced SubmissionsSites → Forms
Next stepA complete contact form setup includes adding the right fields, configuring the design and behavior, testing the form, and confirming that submissions are captured correctly before sharing it with leads.
All 6 steps in this procedure
  1. Go to Sites → Forms.
  2. Open the form you want to review.
  3. Click the Submissions tab at the top of the Form Builder.
  4. Use the date filters or search field to locate a specific response.
  5. Review the submission details shown in the table.
  6. Adjust the visible columns if you want to display additional captured form fields.

How To Create a Contact Form

A complete contact form setup includes adding the right fields, configuring the design and behavior, testing the form, and confirming that submissions are captured correctly before sharing it with leads.

Step 1: Create the Form

  1. Go to Sites → Forms.
  2. Click + Create New Form.
  3. Start with a blank form or select an available template from the Template Library
    Step 3 of 3: Start with a blank form or select an available template from the… What this shows Step 3 of 3: Start with a blank form or select an available template from the Template Library What this shows Shows what to choose for step 3 of 3 in the "Step 1: Create the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". This screenshot accompanies step 3 of 3 in the "Step 1: Create the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". At this point in the walkthrough you start with a blank form or select an available template from the Template Library. Step 3 of 3Image 5 of 11 What to chooseStart with a blank form or select an available template from the Template Library
    Buttons and menus referenced Sites → Forms+ Create New Form
    All 3 steps in this procedure
    1. Go to Sites → Forms.
    2. Click + Create New Form.
    3. Start with a blank form or select an available template from the Template Library this image

Step 2: Add and Arrange Form Fields

Add the information you want to collect, such as Name, Email, Phone, Message, and any required custom fields. Drag and rearrange the fields into the preferred order and mark important fields as required where appropriate.

Step 2: Add and Arrange Form Fields (image 6 of 11) What this shows Add the information you want to collect, such as Name, Email, Phone, Message, and any required custom fields. What this shows Illustrates the "Step 2: Add and Arrange Form Fields" section of "How to Create and Manage a Contact Form in GHL Customer Care". This screenshot appears in the "Step 2: Add and Arrange Form Fields" section of "How to Create and Manage a Contact Form in GHL Customer Care". The text alongside this image reads: Add the information you want to collect, such as Name, Email, Phone, Message, and any required custom fields. Drag and rearrange the fields into the preferred order and mark important fields as required where appropriate. Immediately after, the guide continues: Use the Form Builder settings to configure. Image 6 of 11 What this coversAdd the information you want to collect, such as Name, Email, Phone, Message, and any required custom fields. Drag and rearrange the fields into the preferred order and mark important fields as required where appropriate.
Buttons and menus referenced Name, Email, Phone, Message
Next stepUse the Form Builder settings to configure:

Step 3: Customize the Form

Use the Form Builder settings to configure:

  • Styles & Options: Adjust layout, colors, spacing, buttons, and themes.
  • Notifications: Configure internal Email Notifications and an Auto Responder if needed.
  • Post-submission behavior: Display a confirmation message or redirect visitors after submission.
    Step 3 of 3: Post-submission behavior: Display a confirmation message or redirect… What this shows Step 3 of 3: Post-submission behavior: Display a confirmation message or redirect visitors after submission. What this shows Shows what this covers for step 3 of 3 in the "Step 3: Customize the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". This screenshot accompanies step 3 of 3 in the "Step 3: Customize the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". At this point in the walkthrough you post-submission behavior: Display a confirmation message or redirect visitors after submission. Step 3 of 3Image 7 of 11 What this coversPost-submission behavior: Display a confirmation message or redirect visitors after submission.
    All 3 steps in this procedure
    1. Styles & Options: Adjust layout, colors, spacing, buttons, and themes.
    2. Notifications: Configure internal Email Notifications and an Auto Responder if needed.
    3. Post-submission behavior: Display a confirmation message or redirect visitors after submission. this image

Step 4: Save, Test, and Monitor the Form

Save and preview the form, then complete a test submission to confirm that everything works as expected.

  1. Submit the form using test information.
  2. Confirm the expected thank-you message or redirect.
    Step 2 of 4: Confirm the expected thank-you message or redirect What this shows Step 2 of 4: Confirm the expected thank-you message or redirect. What this shows Shows how to confirm for step 2 of 4 in the "Step 4: Save, Test, and Monitor the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". This screenshot accompanies step 2 of 4 in the "Step 4: Save, Test, and Monitor the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". At this point in the walkthrough you confirm the expected thank-you message or redirect. The next step is to review the response from the Submissions tab. Step 2 of 4Image 8 of 11 How to confirmConfirm the expected thank-you message or redirect.
    Buttons and menus referenced SubmissionsAnalytics
    Next stepReview the response from the Submissions tab.
    All 4 steps in this procedure
    1. Submit the form using test information.
    2. Confirm the expected thank-you message or redirect. this image
    3. Review the response from the Submissions tab.
    4. After the form is published, use the Analytics tab to monitor views, responses, average completion time, and completion rate.
  3. Review the response from the Submissions tab.
    Step 3 of 4: Review the response from the Submissions tab What this shows Step 3 of 4: Review the response from the Submissions tab. What this shows Shows what this covers for step 3 of 4 in the "Step 4: Save, Test, and Monitor the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". This screenshot accompanies step 3 of 4 in the "Step 4: Save, Test, and Monitor the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". At this point in the walkthrough you review the response from the Submissions tab. The next step is to after the form is published, use the Analytics tab to monitor views, responses, average completion time, and completion rate. Step 3 of 4Image 9 of 11 What this coversReview the response from the Submissions tab.
    Buttons and menus referenced SubmissionsAnalytics
    Next stepAfter the form is published, use the Analytics tab to monitor views, responses, average completion time, and completion rate.
    All 4 steps in this procedure
    1. Submit the form using test information.
    2. Confirm the expected thank-you message or redirect.
    3. Review the response from the Submissions tab. this image
    4. After the form is published, use the Analytics tab to monitor views, responses, average completion time, and completion rate.
  4. After the form is published, use the Analytics tab to monitor views, responses, average completion time, and completion rate.
    Step 4 of 4: After the form is published, use the Analytics tab to monitor views… What this shows Step 4 of 4: After the form is published, use the Analytics tab to monitor views, responses, average completion time, and completion rate. What this shows Shows what this covers for step 4 of 4 in the "Step 4: Save, Test, and Monitor the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". This screenshot accompanies step 4 of 4 in the "Step 4: Save, Test, and Monitor the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". At this point in the walkthrough you after the form is published, use the Analytics tab to monitor views, responses, average completion time, and completion rate. Step 4 of 4Image 10 of 11 What this coversAfter the form is published, use the Analytics tab to monitor views, responses, average completion time, and completion rate.
    Buttons and menus referenced AnalyticsSubmissions
    All 4 steps in this procedure
    1. Submit the form using test information.
    2. Confirm the expected thank-you message or redirect.
    3. Review the response from the Submissions tab.
    4. After the form is published, use the Analytics tab to monitor views, responses, average completion time, and completion rate. this image


Step 5: Integrate or Share the Form

Click Integrate and choose how you want to publish the form. Copy the embed code to add it to a website or use the direct form link to share it independently.

Step 5: Integrate or Share the Form (image 11 of 11) What this shows Click Integrate and choose how you want to publish the form. What this shows Illustrates the "Step 5: Integrate or Share the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". This screenshot appears in the "Step 5: Integrate or Share the Form" section of "How to Create and Manage a Contact Form in GHL Customer Care". The text alongside this image reads: Click Integrate and choose how you want to publish the form. Copy the embed code to add it to a website or use the direct form link to share it independently. Immediately after, the guide continues: Q: Can I create a contact form without leaving the Funnel or Website Builder? Yes. GHL Customer Care allows forms and surveys to be created or reused directly inside supported Funnel and Website Builders. Forms created there also appear in…. Image 11 of 11 What to chooseClick Integrate and choose how you want to publish the form. Copy the embed code to add it to a website or use the direct form link to share it independently.
Buttons and menus referenced Integrate
Next stepQ: Can I create a contact form without leaving the Funnel or Website Builder? Yes. GHL Customer Care allows forms and surveys to be created or reused directly inside supported Funnel and Website Builders. Forms created there also appear in the centralized Forms list.

Frequently Asked Questions

Q: Can I create a contact form without leaving the Funnel or Website Builder?
Yes. GHL Customer Care allows forms and surveys to be created or reused directly inside supported Funnel and Website Builders. Forms created there also appear in the centralized Forms list.

Q: Can I use the same form in more than one place?
Yes. Existing forms can be reused through the Form Picker in supported GHL Customer Care builders. Keeping a consistent naming structure makes reusable forms easier to locate and manage.

Q: What happens if the person submitting the form is a brand-new lead?
When a new lead completes a GHL Customer Care Form or Survey, GHL Customer Care automatically creates a contact record.

Q: Can I show different fields or outcomes based on someone's answers?
Yes. GHL Customer Care's Conditional Logic can perform actions such as showing or hiding fields, displaying messages, redirecting visitors, or disqualifying leads based on their responses.

Q: Can I use a GHL Customer Care contact form on a website hosted somewhere else?
Yes. GHL Customer Care provides embed code that can be added to compatible external website platforms.

Q: How can I reduce unwanted or spam form submissions?
GHL Customer Care provides options such as CAPTCHA and email or phone validation that can help reduce automated or invalid submissions. This is particularly important when form submissions trigger automated email or SMS follow-up.

Q: Can repeated submissions result in duplicate contact records?
Duplicate behavior depends on the account's contact deduplication configuration. If avoiding duplicate contacts is important, review the account's Contact Deduplication Preferences so matching form submissions are handled according to your desired rules.

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