Public-Facing Forms, Powered by Your Survey Engine

ExecutivePulse's form engine extends to the public web. Create intake forms for grant applications, business registrations, event sign-ups, or community surveys. Distribute via tokenized invitation links or embed directly on your website.

When a respondent submits a public form, the response flows directly into your CRM. Existing contacts are updated. New contacts are created. Your team sees the submission immediately - with no import step, no CSV file, and no manual data entry.

Every public form submission becomes an activity in ExecutivePulse immediately. No import required. The data is in your CRM the moment the respondent clicks Submit.

0
Logins required - respondents fill forms via a public URL on any device
Unique
Tokenized links pre-link each invitation to a specific CRM contact record
Live
Completion status visible in real time - see who responded and who has not
Auto
New contacts created on open form submission, existing contacts updated via token

Public Form Features

Built for economic development organizations that need to collect information from businesses and residents without asking them to create an account or log in.

Public Form Embedding

Embed any ExecutivePulse form on your public website. No login required for respondents. Forms support all question types: text, dropdown, multi-select, date, file upload, conditional sections. Custom branding available.

Tokenized Invitation Links

Send each respondent a unique URL pre-loaded with their contact information. When they submit, their response is automatically linked to their existing CRM record. No duplicate record creation, no manual matching.

Open Public Forms

For anonymous intake - grant inquiries, new business registrations, event sign-ups - use open public forms. Respondents enter their own information. A new contact record is created automatically on submission.

Multi-Step Form Wizard

Long forms like grant applications or business assessments can be split into multi-step wizards. Respondents progress through logical sections. Progress is saved automatically so they can return and continue where they left off.

Response Tracking

See who has completed a form, who has started but not finished, and who has not opened their invitation yet. Send targeted reminders to non-completers without re-sending to everyone who already responded.

Automatic CRM Integration

Every form submission becomes an activity in ExecutivePulse. New contacts are created. Existing records are updated. You never need to manually import form responses - the data is already in your CRM the moment Submit is clicked.

Public Forms in CRM vs. a Separate Form Tool

Tools like JotForm or SurveyMonkey collect responses in their own database. Getting that data into your CRM means a manual export, an import, and hoping nothing breaks.

Without ExecutivePulse

  • JotForm or SurveyMonkey collecting responses separately
  • Manually export CSV and import to CRM
  • No automatic link between form response and contact record
  • Pay for two tools: form software and CRM
  • Duplicate records created on re-submissions
  • Response tracking in one tool, follow-up in another
  • File uploads land in a third system

With ExecutivePulse

  • Forms built and managed inside your CRM
  • Responses linked to contact records on submission
  • No exports, no imports - data is already there
  • One platform: form engine and CRM are the same system
  • Tokenized links prevent duplicate record creation
  • Response tracking and follow-up in the same tool
  • File uploads attached directly to the contact record

Frequently Asked Questions

Common questions about public intake forms and survey campaigns in ExecutivePulse.

No. Public forms are designed for external respondents - businesses, applicants, community members. They fill out the form via a public URL on any device with no account, no password, and no login required. The form is accessible to anyone you send the link to.
A unique URL generated for a specific contact in your CRM. When the recipient opens it, the form is pre-populated with their information and pre-linked to their contact record. When they submit, the response is automatically attached to their record. No duplicate records are created, and no manual matching is required. Tokenized links are ideal for survey invitation campaigns where you want responses linked to known contacts.
Yes. Multi-step public forms with file upload, conditional sections, and signature capture are well-suited for grant and loan applications. Applicants move through the form in logical sections without having to fill it all at once - progress is saved so they can return. Submissions flow directly into the grant management pipeline in ExecutivePulse, where staff can review, score, and track applications through approval stages.
Yes. Public forms can be embedded on any webpage using an iframe or JavaScript embed. Custom branding lets you match the form's appearance to your website's look and feel. The form renders within your site's context so visitors do not feel like they are being redirected to a third-party platform.
Tokenized invitations pre-link the form to an existing contact before the respondent even opens it. When they submit, the response is attached to that contact's record automatically. Open forms (for anonymous intake) create a new contact record on submission using the information the respondent enters. Either way, the response is in your CRM the moment Submit is clicked - no import file, no manual data entry, no delay.

See Public Forms in Action

Collect applications and responses that flow straight into your CRM.

Schedule a Demo