Not every lead deserves a callback. The ones that do should already be pre-qualified before you ever say hello.
That's exactly what the Form Builder makes possible. Build custom survey funnels that live directly inside your InvestorFunnel landing pages, and every answer a lead submits flows straight into your CRM, triggers your automations, and shows up in the lead profile before you make the first call.
Build the Survey Your Business Actually Needs
Forget generic contact forms. The Form Builder gives you full control: text fields, email, phone, dropdowns, checkboxes, text areas. Drag in what you need, label it your way, set the order.
Build a motivated seller intake form that asks the questions that actually matter. Is the property occupied or vacant? What's the asking price? How motivated is the seller on a scale of 1 to 10? What's the timeline? Every answer shows up in the lead profile before you pick up the phone.
Build a buyer registration form that captures proof of funds and investment criteria. Build a JV partner inquiry. Build a tenant application. If your business needs it, you can build it.
Embedded Directly in Your Landing Pages
This isn't a separate tool bolted on from the outside. Every form you build lives inside your InvestorFunnel funnel pages: the same pages already generating your traffic and leads. No iframes from a third-party tool. No redirect to an external form. Your visitor fills it out right there, on your page, in your brand.
Every Submission Hits Your CRM Instantly
The moment a form is submitted, the lead appears in your dashboard, tagged to the form it came from, fields mapped to the lead profile, ready for follow-up. No copy-paste. No manual entry. Custom fields you add show up automatically in the lead record.
Triggers Automations the Second They Hit Submit
A form submission is just the start. InvestorFunnel's automation engine picks up immediately: send the lead an instant follow-up email, drop them into a sequence, or notify your team. Your follow-up is already running before you even see the notification.
Connected to Every Tool in Your Stack
If you run other tools in your business, the Form Builder connects. Webhook integrations push submission data to any external system the moment a form is filled. Zapier compatibility means leads can route to your CRM, your dialer, your spreadsheet, wherever they need to go.
Gold Plan Exclusive
The Form Builder is available on the Gold plan. Find it in your dashboard under Forms and start building your first survey funnel today.
Not on Gold yet? Upgrading unlocks the Form Builder plus every AI-powered content tool and advanced feature we've shipped this summer.