Solutions
WordPress Forms for Agencies
Agencies need professional forms they can deploy across client sites without per-site licensing math or a developer on every project. Auto Form Builder is free with import and export built in — build once, reuse on the next launch. Client intake, project briefs, lead capture and quote requests all run on the same plugin with webhooks to each client's CRM when needed.
Forms agencies teams use
- Lead capture forms — Multi-step and popup lead forms for client campaigns — webhooks push submissions to the client's CRM or automation stack.
- Client and project brief forms — Structured briefs with scope, budget dropdowns and file uploads for brand assets — conditional logic adapts questions by service line.
- Contact forms — Agency contact and new-business enquiries with spam protection and stored submissions on every client site you manage.
- Multi-step client intake — Long onboarding questionnaires split into steps with progress bars — higher completion when clients fill forms between meetings.
Why agencies teams choose Auto Form Builder
- Import and export forms across client sites in seconds — duplicate a proven intake template instead of rebuilding from scratch on every project.
- No per-site fees for the core plugin — margins stay healthy when you deploy forms on ten or fifty client WordPress installs.
- Webhooks per client site route leads to their Zapier, Make or GoHighLevel account — you configure once during handoff documentation.
- White-label friendly styling with theme presets and custom colors — forms match each client brand without writing CSS.
How to get started
- Install Auto Form Builder free from WordPress.org.
- Pick a form type — start from a use-case guide or build from scratch in the drag-and-drop editor.
- Customize fields, logic, notifications and styling to match your brand — no CSS required.
- Embed via shortcode, Gutenberg block or cross-site embed code on any page.
Recommended features & fields
Features
- Form Webhooks & Integrations — Each client connects their own CRM endpoint — leads flow to the right stack without a centralized agency middleware.
- Multi-Step Forms — Break long discovery questionnaires into digestible steps for better completion on busy client stakeholders.
- Conditional Logic — One intake form covers web, SEO and paid media — show relevant sections based on service selection.
- Popup Forms — Campaign landing pages use exit-intent or scroll-triggered lead capture without custom JavaScript.
Fields
- File Upload Field — Clients upload logos, brand guides and existing assets during onboarding — secure storage on their WordPress server.
- Dropdown Field — Budget band and service-type dropdowns produce clean data for scoping calls and proposals.
- Email Field — Validated email on every lead and brief — required for automated notifications and CRM sync.
FAQ
Can I reuse forms across client sites?
Yes — export a form and import it onto any WordPress site in seconds.
Is it free for client work?
Yes — no per-site fees; every core form feature is free on unlimited client installs.