CRM & Sales300+ monthly searches

Inquiry Form Template

Capture every prospect question without the back-and-forth — a shareable inquiry form that lands directly in your CRM or Slack.

A general-purpose inquiry form that collects who is asking, what they need, and how urgent it is. Drop the link on your contact page or pin it in Slack, and route every submission to the rep who handles that product, region, or account size.

#inquiry#lead#sales#contact#crm#intake#routing
No signup required
AI customizable
✓ Free forever plan✓ Embed on any website✓ GDPR compliant✓ No code required

Why use a inquiry form?

Most "contact us" emails arrive with three words and no context. Someone asks about pricing, but they forget to mention they're a team of 80. Someone asks for a demo without saying what they want to see. By the time your rep replies with the right questions, the prospect has already opened a tab on a competitor. An inquiry form fixes the front door. You decide what you need to know up front — company size, use case, timeline, budget range — and the prospect gives it to you in one pass. The reply you send back is already specific, already useful, and the whole conversation starts 2 days ahead of where it would have started over email. It also gives sales managers something real to track. Every inquiry has a category, a source, and a timestamp. You can see at the end of the week that 8 of every 10 inquiries came through the pricing page, or that partnership requests doubled after a podcast aired. That's the kind of signal that's invisible when everything lives in an inbox.

What's included in this template

15 fields — customize any field or add new ones with AI.

Short textFull name✱
EmailWork email✱
PhonePhone number
Short textCompany name✱
DropdownCompany size✱
Short textJob title or role
Multiple choiceType of inquiry✱
DropdownProduct or service of interest
Long textTell us what you are looking for✱
Multiple choiceExpected timeline
DropdownApproximate budget range
DropdownHow did you hear about us?
Multiple choicePreferred contact method
File uploadAttach a brief, RFP, or supporting document
CheckboxesI agree to be contacted about this inquiry✱

Need different fields?

Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.

Key features of this inquiry form template

Everything you need to launch this form in minutes, share it with your team, and collect submissions reliably.

1

Routing by inquiry type

Send pricing questions to AEs, partnership requests to BD, and support questions to CS — all from the same form, no separate URLs to maintain.

2

Pre-qualification built in

Company size and budget fields filter serious prospects from tire-kickers before they ever hit your rep's calendar.

3

File attachments

Let prospects attach an RFP, a brief, or a sample so the first reply can actually address what they sent.

4

Source tracking

A "how did you hear about us" field tells marketing which channel is producing inquiries that turn into pipeline.

5

Instant Slack alerts

New high-intent inquiries ping a #sales-inbox channel within seconds, so the first reply goes out the same hour, not the next day.

6

Mobile-first

About 60% of inquiry forms get opened on a phone. This one loads fast and works with a thumb, not a mouse.

Perfect for

Founders and small sales teams handling their own inbound, marketing managers running paid landing pages, partnership leads taking BD requests, agency new-business teams replacing a generic contact form, customer success teams triaging account questions, B2B SaaS companies routing prospects by tier, and consultants who want a single intake form they can link from their email signature.

How to use this template

1

Open the template

Click "Use this template free." Flexform loads the form instantly — no account needed to preview.

2

Customize with AI

Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.

3

Connect & publish

Link to HubSpot or Slack with one click, then embed on your site or share the link.

Ways to use this template

SaaS pricing page contact

Replace the "request a quote" mailto link with a form that asks company size and use case up front. Reps walk into the first call already knowing whether it's a starter plan or enterprise conversation, and the prospect skips the awkward discovery questions.

Agency new business intake

A consulting or design agency takes inbound inquiries through the same form whether they come from a referral, a podcast, or a cold LinkedIn message. Source tracking shows which channels actually generate signed contracts versus which just generate replies.

Partnership requests

Pin the form in your "Partners" page footer with a "Partnership" inquiry type pre-selected. Submissions route directly to your BD lead in Slack, so legitimate partnership offers don't sit in the same inbox as cold sales pitches.

Trade show follow-up

Hand out a QR code to your inquiry form at a conference booth. Visitors scan, fill in 30 seconds of detail, and the follow-up email is queued before they've walked to the next booth.

Reseller and distributor inquiries

A separate "inquiry type" option for resellers lets you keep partner pipeline distinct from end-customer pipeline, and pipe those submissions to a dedicated channel partner manager instead of an AE.

Investor and press contact

Use the same form to capture occasional investor or press inquiries — they're rare, but when they come in you want them routed to the founder, not lost in a general support queue.

Workflow integrations

Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.

HubSpotSlackGoogle SheetsEmail
⚡

Real-time sync

Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.

🔀

Conditional routing

Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.

🔁

Two-way data flow

Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.

Why choose Flexform?

Most form tools give you a static template and walk away. FlexForm is built around the idea that an inquiry form is never quite finished — your product changes, your ICP shifts, a new campaign needs an extra question. Instead of dragging fields around, you describe what you want changed in plain English ("add a question asking which industry they're in, and make the timeline field required") and the form updates in place. No re-publishing, no broken integrations. The integrations are where this template earns its place in a real sales process. New inquiries write straight into HubSpot as leads with the right source attribution, ping your team in Slack with a clickable summary, and back themselves up in Google Sheets so analytics never depends on a single tool staying up. If you're building a native app for your sales team, the Kotlin Multiplatform mobile SDK lets you embed the same inquiry form inside an Android or iOS app — same fields, same routing, no separate codepath to maintain. You don't need an account to send the form to a prospect — the share link works on its own — and the free forever plan covers everything small teams need to handle inbound without thinking about quotas. When the volume eventually grows past that, the upgrade is about features, not access.
One link, share anywhere
Native iOS & Android SDK
Free forever plan

Frequently asked questions

How is an inquiry form different from a contact form?

A contact form is usually three fields and a black hole — name, email, message. An inquiry form asks the qualifying questions a sales rep would have asked on the first call: company size, use case, timeline, budget. The result is a much shorter path from first touch to a useful conversation.

Can I send different types of inquiries to different people?

Yes. The "type of inquiry" field is built for routing. Pair it with a workflow that sends sales inquiries to your AEs in Slack, partnership requests to your BD lead, and support questions into your help desk — all from one form.

Do I need to write the form from scratch for my product?

No. Start with this template, then describe in plain English what to change: "make the budget field optional, add a dropdown for industry with these options, change the inquiry types to Pricing, Demo, and Reseller." FlexForm's AI editor updates the form for you.

Where do submissions go?

Anywhere you want. The most common setup is HubSpot (for the CRM record), Slack (for the instant alert), and Google Sheets (as a durable backup you can pivot in). Submissions also come into your FlexForm dashboard automatically — no integration setup required to get started.

Will it work on a mobile landing page?

It's designed for mobile first. The form is lightweight, the inputs are sized for thumbs, and file attachments work from a phone's camera roll or files app. Most of our customers see more than half their inquiries come in from mobile.

Can I embed it in my own app or website?

Three options: drop the share link on any page, embed the form as an iframe inside your site, or use the Kotlin Multiplatform mobile SDK to render it natively inside your Android and iOS apps. The native SDK is useful when you want the inquiry form to feel like part of your product, not an external page.

Is there a limit on submissions on the free plan?

The free forever plan is generous enough that most small teams never bump into the limit. When you do, paid plans add higher submission volumes, advanced routing, and removal of FlexForm branding — but the form itself works identically.

Can I require approval before an inquiry is acted on?

You can. Set up a workflow that posts new inquiries to a Slack channel with approve/reject buttons, or route them to a manager's queue in HubSpot before they're assigned to a rep. Useful for partnership or enterprise inquiries where you want a human filter.

Related templates

Use this inquiry form template free

Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.

No signup required · Free forever plan