Sales Qualification Form Template
Qualification forms reduce time wasted on unfit prospects by capturing BANT data upfront. This template maps budget, authority, need, and timeline to HubSpot Deal and Contact properties automatically.
What's included in this template
9 fields — customize any field or add new ones with AI.
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.
How to use this template
Open the template
Click "Use this template free." Flexform loads the form instantly — no account needed to preview.
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.
Connect & publish
Link to HubSpot or Slack with one click, then embed on your site or share the link.
Workflow integrations
Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.
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.
Frequently asked questions
Can I use this for inbound and outbound qualification?
Yes. Add a hidden "source" field auto-populated with UTM parameters to distinguish inbound from outbound in HubSpot.
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Use this sales qualification form template free
Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.
Use template freeNo signup required · Free forever plan