The Contact Collection module is a ready-made form that asks for a name, email, and phone number, followed by a thank-you page. Use it to collect leads, follow-ups, or service inquiries, and send an email the moment someone submits.
User Permissions | Admins and Editors in the workspace. |
Note: This article covers a legacy module, found under Legacy in the editor toolbar. Existing flows that use it keep working. For new flows, see Show a thank-you page and send people somewhere after they submit a form.
Add the Contact Collection module
In the Flow Editor, under Legacy in the editor toolbar, click Custom Flow Hub. If your flow already has a Custom Flow Hub, skip to step 3.
Click the + where the hub should go, for example on the entrypoints box.
Under Legacy, click Contact Collection.
Click the + beside Add module on the hub. The module connects to the hub.
The module adds a form page and a Thank you page after it.
Edit the form
Click the Contact Collection module, then click the form fields.
In Edit form, on the Content tab, edit each field. Full Name, Email, and Phone Number are required and are saved as contact properties.
To ask another question, click Add field and choose a field type.
Under Submit button, enter the Button text, for example "Get in touch".
Click the pencil icon next to the module's name to rename it. Replace the default name with a descriptive one for clearer reporting later.
To change the heading or text above the form, click it and edit it in Edit text.
Edit the thank-you page
After someone submits, they see the module's Thank you page. Click it to change its colors and background on the Appearance tab.
Tip: To write your own thank-you message or send people to a website after they submit, use a Blank page with a Form instead. See Show a thank-you page and send people somewhere after they submit a form.
Send emails when someone submits
Action triggers send an email as soon as someone submits the form. The module comes with two, both off until you set them up:
Form submission notification: an alert to you or your team, so you can follow up while the lead is fresh. It lists the person's name, email, and phone.
Form response confirmation: a confirmation to the person who filled out the form. It's sent to the email they entered.
Click the lightning bolt on the line between the form and the Thank you page. Action triggers opens.
Click the pencil icon next to the email you want.
Fill in To and Subject, and write your message. Separate email addresses with a comma. To add Cc or Bcc, click the arrow next to To. To add a form answer, click {}.
(Optional) Click Send test email to check how it looks.
Click Back, then turn on the email's toggle.
Tip: Click Add action to send another email, or + Add condition to send one only in some cases. For more, see Email notifications - Get an email when someone submits your form, and send them a confirmation.
Publish and test
After you click Publish, scan the code and submit a test entry with your own email. Answers appear in the flow's Form results and in Contacts, and any emails you turned on are sent. See Form results - See and export your form results, RSVPs, and sign-ups.
Best practices
Ask only for what you'll use. Short forms get more submissions.
Turn on Form response confirmation and tell people what happens next. A quick reply builds trust.
Put the Contact Collection module near the top of the hub so people see it first.
FAQs
Who are the emails from?
[email protected].
Why didn't an email arrive?
Check that the email's toggle is on in Action triggers and that To and Subject are filled in, then publish again. Ask the recipient to check their spam folder.
Can I remove the Phone Number field?
Yes. Click the trash icon beside the field in Edit form.
Where do the answers go?
To the flow's Form results and to Contacts, with each field saved as a contact property. See Contact properties - Save form answers as contact properties.