---
title: "Create Hubflo forms"
description: "Build forms in Hubflo to collect client information."
url: https://support.hubflo.com/en/articles/10335671-create-hubflo-forms
collection: "Forms"
updated: 2026-11-03
language: en
alternates: [fr]
---

# Create Hubflo forms

Build forms in Hubflo to collect client information.

Hubflo Forms lets you collect information from clients without chasing them down. Build a form once, share it however works best for your workflow, and let responses flow straight into your records.

**In this article:** creating a form, question types, and sections. Looking for something else? Jump to:

-   [Share a form →](https://support.hubflo.com/en/articles/10627288-ways-to-share-forms-with-contacts-in-hubflo.md)
    
-   [Conditional Logic →](https://support.hubflo.com/en/articles/13106006-conditional-logic-in-forms.md)
    
-   [Sync forms with your Hubflo Directory →](https://support.hubflo.com/en/articles/11035331-automatically-update-contact-and-company-records-from-forms.md)
    

# Creating a form

Go to **Forms** and click **New form**.

1.  Click **Add an intro message (optional)** to add a message clients see before the first question
    
2.  Click **Add new** to start adding questions
    
3.  Toggle **Require a signature at the end of the form** if you need the client to sign before submitting
    

# Question types

Here’s a full list of question types you can use when building a form:

## Client information

Automatically retrieved by Hubflo when a client fills out the form.

-   **Client Name** (text)
    
-   **Client Email** (email field)
    

## Text inputs

-   **Short Text** is a single-line input, good for names, titles, brief answers
    
-   **Long Text** is an open-ended input, good for notes, feedback, descriptions
    
-   **Number** is numeric input only (whole numbers). Use this instead of short text whenever you need a clean number like quantity, age, budget, headcount, etc.
    

## Scale & Rating

-   **Scale / Rating** adds a clickable 1–N rating row. You can add optional labels for the low and high ends of the scale. Built for NPS, CSAT, and satisfaction surveys.
    

## Choice fields

-   **Dropdown**: single selection from a list
    
-   **Single Choice (Radio Buttons)**: one option selected, all choices visible at once
    
-   **Multiple Choice (Checkboxes)**: select one or more options
    

## Multiple entries

Lets clients add as many repeatable entries as needed, each with the same set of sub-fields. Use this whenever a form needs to collect a list like founders, monthly expenses, children, properties, and so on.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133142_7060.png)

[Learn how Multiple entries work →](https://support.hubflo.com/en/articles/15452899-multiple-entries-questions-in-forms.md)

## Date

-   **Date Picker**: lets clients select a specific date, such as a deadline or start date
    

## Files

-   Clients can upload multiple files in a single question.
    
    -   **Maximum files per question**: 9
        
    -   **Accepted file types**: all
        
    -   **Maximum file size:** 3 GB per file
        

## Signature

Enable the **Signature** toggle at the bottom of your form builder to add a signature step at the end of the form. When enabled, the submitter signs by typing their name, which is rendered in a cursive font. The name field pre-fills if the client is logged into the portal, and can be edited before submitting.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133142_9877.png)

## Hubflo field

Connect a question directly to a field in your CRM so answers are saved to the client's contact or company record on submission.

[Learn how Hubflo Fields work →](https://support.hubflo.com/en/articles/11035331-automatically-update-contact-and-company-records-from-forms.md)

## Layout

**Text Block** to add headers, instructions, or context between questions. Doesn't collect any input.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133142_3714.png)

# Form sections

Break long forms into pages so they're easier to complete. Clients move between sections using **Next** and **Previous** buttons.

## To create a section:

1.  Click **Add Section** in the form builder
    
2.  Give it a name (optional, but helpful for your own organization)
    
    ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133143_3652.gif)

And that's it! To reorder sections, click **Reorder sections** and simply drag them up or down.

## To add questions to a section:

1.  Create new questions directly inside the section, or
    
2.  Drag and drop existing questions into it
    

**Note:** When a form has only one section, the section header is hidden automatically. It reappears as soon as you add a second section.

**Important**: Deleting a section will archive all questions inside it.

# Submission settings

Click **Add a thank-you message and/or a redirect URL** at the bottom of your form builder to expand these options.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133142_1926.gif)

## Submit Button Text

By default, the submit button reads **Submit**. You can change this to anything that fits your context such as "Send," "Complete," "Book my spot," etc.

## Redirect URL

Send clients to a specific URL immediately after they submit. Useful for directing them to a payment page, a second form, your website, or a booking link.

**How it works with your thank-you message:**

-   **With a thank-you message** the message displays first, then the client is redirected automatically after 3 seconds
    
-   **Without a thank-you message** the redirect happens instantly on submission
    

You can also enable **Open in new tab** to have the destination open separately instead of replacing the form page. If the browser blocks the redirect, a clickable link will appear automatically so the client is never left stuck.

# Viewing pending submissions and answers

Once you've submitted a form, click on it to open it. You'll see two tabs at the top:

-   **Pending Submissions** shows clients who have been sent the form but haven't completed it yet
    
-   **Answers** show all completed submissions
    

💡 You can also view a client's form history directly from their profile. Go to **Directory > Contacts**, select the contact, and open the **Forms** tab.

# Archiving a form

To archive a form, select **Archive** next to the form. Archived forms are no longer visible or accessible to clients, but your response data is preserved and can be accessed later if needed.

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133142_8192.gif)