Sign in to your InterFace account here.
On the dashboard, Click on Form Builder button to access the platform.
Click on Create New Form.
Enter a name for the form, a description and form type as Lead form.
Select "Update Lead Form" when prompted.
Hit continue. Once inside the builder, you can add the fields of your choice. We recommend using fields from the Primary, Default or Custom fields section on the left.
Once the form is ready, make the form live using the toggle at the top of the form. You can access the form through our embedded app "InterFace 2.0: Webforms":
Once submitted, it should create a note in the lead. You can use this form as a trigger to automate further actions in and beyond FUB using our Automation Platform.
You can drop an email to support@interface.re if you have any questions!