# OrbitForms

- [Welcome to OrbitForms](https://docs.useorbitcrm.ai/getting-started/welcome.md): Get started with OrbitForms and discover how to build intelligent, high-converting forms for your business.
- [Create Your First Form](https://docs.useorbitcrm.ai/getting-started/first-form.md): Build your first form in under 5 minutes. This guide walks you through creating, customizing, and publishing a form from start to finish.
- [Best Practices](https://docs.useorbitcrm.ai/getting-started/best-practices.md): Follow these proven practices to create forms that convert better and provide a great user experience.
- [Form Editor Overview](https://docs.useorbitcrm.ai/getting-started/editor.md): Learn how to use the OrbitForms form editor to create beautiful, high-converting forms.
- [Adding Fields](https://docs.useorbitcrm.ai/getting-started/fields.md): OrbitForms offers a variety of field types to collect any kind of information from your users.
- [Styling Your Form](https://docs.useorbitcrm.ai/getting-started/styling.md): Make your forms match your brand with custom colors, fonts, and backgrounds.
- [Flow Forms](https://docs.useorbitcrm.ai/getting-started/flow-forms.md): Create conversational, one-question-at-a-time form experiences that boost completion rates.
- [Share Options](https://docs.useorbitcrm.ai/getting-started/sharing.md): Multiple ways to get your form in front of your audience.
- [Embedding Forms](https://docs.useorbitcrm.ai/getting-started/embedding.md): Add your form directly to your website with our embed code.
- [Viewing Submissions](https://docs.useorbitcrm.ai/getting-started/submissions.md): Access and manage all responses collected through your forms.
- [Analytics](https://docs.useorbitcrm.ai/getting-started/analytics.md): Track form performance and understand how users interact with your forms.
- [Exporting Data](https://docs.useorbitcrm.ai/getting-started/export.md): Download your form submissions for analysis or backup.
- [Workflows](https://docs.useorbitcrm.ai/getting-started/workflows.md): Automate what happens after a form submission. Route data to CRMs, send notifications, enrich leads, and more — all without code.
- [Webhooks](https://docs.useorbitcrm.ai/getting-started/webhooks.md): Send real-time data to your own servers or third-party services.
- [Connect Apps](https://docs.useorbitcrm.ai/getting-started/integrations.md): Connect OrbitForms to your favorite tools and automate your workflows.
- [Billing & Plans](https://docs.useorbitcrm.ai/getting-started/billing.md): Manage your subscription and view plan details.
- [Team Management](https://docs.useorbitcrm.ai/getting-started/team.md): Collaborate with your team on forms and submissions.
- [Account Settings](https://docs.useorbitcrm.ai/getting-started/settings.md): Manage your account preferences and team settings.
- [User Guides](https://docs.useorbitcrm.ai/guides/overview.md): Learn how to use every feature of OrbitForms. From building your first form to analyzing submissions, these guides will help you get the most out of the platform.
- [Creating Forms](https://docs.useorbitcrm.ai/guides/creating-forms.md): Learn how to create, configure, and publish forms in OrbitForms.
- [Form Fields](https://docs.useorbitcrm.ai/guides/form-fields.md): A complete guide to all available field types in OrbitForms forms.
- [Conditional Logic](https://docs.useorbitcrm.ai/guides/conditional-logic.md): Show or hide fields based on user answers to create dynamic, personalized form experiences.
- [Orbit Flows](https://docs.useorbitcrm.ai/guides/flow-forms.md): Conversational forms that display one question at a time.
- [Styling & Branding](https://docs.useorbitcrm.ai/guides/styling.md): Customize your forms to match your brand identity with colors, logos, and fonts.
- [Remove Branding](https://docs.useorbitcrm.ai/guides/remove-branding.md): Remove the "Powered by OrbitForms" badge from your forms for a fully white-label experience.
- [Scheduling](https://docs.useorbitcrm.ai/guides/scheduling.md): Create booking pages that let people schedule meetings with you. Connect your calendar, set your availability, and share a link — it's that simple.
- [Creating Scheduling Pages](https://docs.useorbitcrm.ai/guides/scheduling/creating.md): Build a booking page in minutes. Choose your page type, configure meeting details, add lead capture fields, and share your link.
- [Event Types](https://docs.useorbitcrm.ai/guides/scheduling/event-types.md): Event types define the different meeting options available on your scheduling page. Configure durations, locations, buffer times, and booking rules.
- [Availability & Working Hours](https://docs.useorbitcrm.ai/guides/scheduling/availability.md): Define when you're available for meetings. Set day-of-week rules, handle timezones, and override specific dates for holidays or time off.
- [Meeting Types](https://docs.useorbitcrm.ai/guides/scheduling/meeting-types.md): Create categories for your meetings with color coding. Organize meetings by purpose and track them in analytics.
- [Notifications & Reminders](https://docs.useorbitcrm.ai/guides/scheduling/notifications.md): Keep everyone informed with automatic email notifications. Confirmations, reminders, cancellations, and reschedule notices are all handled for you.
- [Sharing & Embedding Scheduling Pages](https://docs.useorbitcrm.ai/guides/scheduling/sharing.md): Share your booking page with a direct URL, embed it on your website, add tracking pixels, and use custom domains.
- [Share Options](https://docs.useorbitcrm.ai/guides/sharing.md): Learn the different ways to share your forms with your audience.
- [SEO Settings](https://docs.useorbitcrm.ai/guides/seo.md): Control how your forms appear in search engines and social media with custom page titles, descriptions, images, and more.
- [Embed on Website](https://docs.useorbitcrm.ai/guides/embedding.md): Add your OrbitForms forms directly to your website using our embed codes.
- [Contact Source, Website Visits & Form Capture](https://docs.useorbitcrm.ai/guides/website-tracking.md): See where each contact came from, which pages of your website they visit once they've identified themselves, and turn the forms on your own site into contacts with the Orbit Pixel.
- [Workflows](https://docs.useorbitcrm.ai/guides/workflows.md): Automate your form data processing with powerful workflows. Enrich submissions, qualify leads with AI, and send data to your favorite tools.
- [Creating Workflows](https://docs.useorbitcrm.ai/guides/workflows/creating.md): Learn how to build, configure, and activate your first workflow step by step.
- [Node Types](https://docs.useorbitcrm.ai/guides/workflows/nodes.md): Explore all available nodes you can use to build powerful workflows.
- [Update Contact](https://docs.useorbitcrm.ai/guides/workflows/update-contact.md): Automatically set or overwrite Orbit contact fields as part of a workflow. Use static values you define, or pull data dynamically from prior steps like form submissions, enrichment, or AI nodes.
- [Email Notifications](https://docs.useorbitcrm.ai/guides/workflows/email-notifications.md): Send customized email alerts when form submissions flow through your workflow.
- [Run History](https://docs.useorbitcrm.ai/guides/workflows/run-history.md): Monitor your workflow runs and debug issues when things don't work as expected.
- [AI SDR Qualifying](https://docs.useorbitcrm.ai/guides/ai-nodes/qualifying.md): Automatically classify inbound leads into qualification buckets using AI. Get human-readable reasoning and recommended next actions for every submission.
- [AI SDR Summarizer](https://docs.useorbitcrm.ai/guides/ai-nodes/summarizer.md): Automatically generate concise AI summaries of form submissions. Perfect for long-form responses, feedback, and detailed inquiries.
- [Sequences](https://docs.useorbitcrm.ai/guides/sequences.md): Create automated multi-step campaigns with email and optional SMS (Salesmsg). Send from your own email address, track engagement, and enroll contacts manually or from workflows.
- [Templates, snippets and signatures](https://docs.useorbitcrm.ai/guides/email-templates.md): Write faster in the composer and Inbox: templates with merge fields, snippets you insert with a slash, your signature, attachments and send later.
- [Email Sending Domain Setup](https://docs.useorbitcrm.ai/guides/email-sending.md): To send sequence emails from your own email address, you need to verify your domain. This is a one-time setup that takes about 5 minutes.
- [Replies and Email Forwarding](https://docs.useorbitcrm.ai/guides/reply-tracking.md): Replies to emails you send from Orbit arrive in your Inbox on their own. Forward your mailbox to bring in the emails contacts start themselves.
- [Inbox](https://docs.useorbitcrm.ai/guides/inbox.md): Every email conversation between you and your contacts in one place: read what they sent, see what you sent, and reply without leaving Orbit.
- [Submissions](https://docs.useorbitcrm.ai/guides/submissions.md): View, manage, and export your form submissions.
- [Contacts & Tags](https://docs.useorbitcrm.ai/guides/contacts.md): Organize, segment, and manage your form respondents with contacts and tags.
- [Analytics](https://docs.useorbitcrm.ai/guides/analytics.md): Track your form performance with real-time analytics and insights.
- [Notifications](https://docs.useorbitcrm.ai/guides/notifications.md): Get notified instantly when someone submits your form via Slack, email, or webhooks.
- [Spam Protection](https://docs.useorbitcrm.ai/guides/spam-protection.md): How OrbitForms protects your forms from bots and spam submissions with multiple layers of defense.
- [Migrate from HubSpot](https://docs.useorbitcrm.ai/guides/migrate-from-hubspot.md): Bring your HubSpot contacts, companies, deals, pipelines and history into Orbit with the built-in import. No code or spreadsheets needed.
- [Team Management](https://docs.useorbitcrm.ai/guides/team.md): Collaborate with your team by inviting members and managing permissions.
- [Email & Calendar Setup](https://docs.useorbitcrm.ai/guides/email-calendar.md): Connect your Google account for calendar scheduling and meeting integrations. Microsoft support is coming soon.
- [Account Settings](https://docs.useorbitcrm.ai/guides/settings.md): Manage your personal account, notifications, and security settings.
- [Billing & Plans](https://docs.useorbitcrm.ai/guides/billing.md): Understand OrbitForms's pricing plans, manage your subscription, and learn about AI credits.
- [Changelog](https://docs.useorbitcrm.ai/changelog.md): New features, improvements, and fixes in OrbitForms.
- [Keyboard Shortcuts](https://docs.useorbitcrm.ai/guides/keyboard-shortcuts.md): Speed up your workflow with these keyboard shortcuts. Works in the form editor and dashboard.
- [Troubleshooting](https://docs.useorbitcrm.ai/guides/troubleshooting.md): Common issues and how to resolve them. Can't find your answer? Contact support.
- [Quick Start Guide](https://docs.useorbitcrm.ai/guides/quick-start.md): Create your first form and start collecting responses in just a few minutes.
- [Core Concepts](https://docs.useorbitcrm.ai/guides/core-concepts.md): Understand the fundamental building blocks of OrbitForms to make the most of the platform.
- [Webhooks](https://docs.useorbitcrm.ai/guides/webhooks.md): Send form submission data to any URL in real-time. Perfect for custom backends, internal tools, or services without native integrations.
- [API Reference](https://docs.useorbitcrm.ai/guides/api-reference.md): Programmatically interact with OrbitForms to manage forms, submissions, scheduling, meetings, and more.
- [Integrations](https://docs.useorbitcrm.ai/integrations/overview.md): Connect OrbitForms with your favorite tools to automate your workflows.
- [Slack Integration](https://docs.useorbitcrm.ai/integrations/slack.md): Real-time form notifications for your team
- [Email Notifications](https://docs.useorbitcrm.ai/integrations/email-notifications.md): Instant email alerts for form submissions
- [Salesforce Integration](https://docs.useorbitcrm.ai/integrations/salesforce.md): Sync leads directly to your CRM
- [HubSpot Integration](https://docs.useorbitcrm.ai/integrations/hubspot.md): Sync form leads directly to your CRM
- [Pipedrive Integration](https://docs.useorbitcrm.ai/integrations/pipedrive.md): Sales CRM for pipeline management
- [Attio Integration](https://docs.useorbitcrm.ai/integrations/attio.md): Sync form submissions to your Attio CRM
- [Close Integration](https://docs.useorbitcrm.ai/integrations/close.md): Sales CRM built for closing deals
- [ActiveCampaign Integration](https://docs.useorbitcrm.ai/integrations/activecampaign.md): Email marketing automation & CRM
- [Mailchimp Integration](https://docs.useorbitcrm.ai/integrations/mailchimp.md): Email marketing & automation
- [Instantly Integration](https://docs.useorbitcrm.ai/integrations/instantly.md): Sync form and meeting events to your Instantly campaigns
- [Google Sheets Integration](https://docs.useorbitcrm.ai/integrations/google-sheets.md): Sync form submissions to Google Sheets in real-time
- [Airtable Integration](https://docs.useorbitcrm.ai/integrations/airtable.md): Sync form submissions to your Airtable bases
- [Notion Integration](https://docs.useorbitcrm.ai/integrations/notion.md): All-in-one workspace for notes & databases
- [Clay Integration](https://docs.useorbitcrm.ai/integrations/clay.md): Enrich form data with company and contact info
- [Moltsets](https://docs.useorbitcrm.ai/integrations/moltsets.md): Fill in new contacts and companies automatically with your own Moltsets account: job title, LinkedIn, industry, size, location and logo
- [Halo Integration](https://docs.useorbitcrm.ai/integrations/halo.md): Two-way contact and company sync with Halo, Orbit events that start Halo workflows, and Halo as a step in your Orbit workflows
- [Meta Pixel Integration](https://docs.useorbitcrm.ai/integrations/meta-pixel.md): Track form conversions and build retargeting audiences
- [Google Analytics 4 Integration](https://docs.useorbitcrm.ai/integrations/google-analytics.md): Track form views and submissions with GA4
- [Google Tag Manager](https://docs.useorbitcrm.ai/integrations/google-tag-manager.md): Manage all your tracking tags in one place
- [Cometly Integration](https://docs.useorbitcrm.ai/integrations/cometly.md): First-party attribution for accurate lead tracking
- [Google Calendar](https://docs.useorbitcrm.ai/integrations/google-email-calendar.md): Google Calendar & Google Meet integration
- [Microsoft Email & Calendar](https://docs.useorbitcrm.ai/integrations/microsoft-email-calendar.md): Outlook, Microsoft Calendar & Teams integration
- [Zoom](https://docs.useorbitcrm.ai/integrations/zoom.md): Auto-create Zoom meetings for scheduled bookings
- [Fathom](https://docs.useorbitcrm.ai/integrations/fathom.md): Attach Fathom call transcripts and summaries to meetings, with AI notes and action items
- [Fireflies](https://docs.useorbitcrm.ai/integrations/fireflies.md): Attach Fireflies call transcripts and summaries to meetings, with AI notes and action items
- [Salesmsg Integration](https://docs.useorbitcrm.ai/integrations/salesmsg.md): SMS & MMS messaging for sales teams
- [Zapier Integration](https://docs.useorbitcrm.ai/integrations/zapier.md): Start Zaps from any Orbit event, and create, update and find contacts, companies, deals, tasks and notes from thousands of apps
- [Webhooks](https://docs.useorbitcrm.ai/integrations/webhooks.md): Send form data to any endpoint
- [Custom JavaScript](https://docs.useorbitcrm.ai/integrations/custom-javascript.md): Add custom tracking scripts, events, or any code to your forms
- [Developer Documentation](https://docs.useorbitcrm.ai/developers/overview.md): Welcome to the OrbitForms API documentation. Use our REST API to programmatically manage forms, retrieve submissions, and integrate OrbitForms into your applications.
- [Quick Start](https://docs.useorbitcrm.ai/developers/quick-start.md): Get started with the OrbitForms API in just a few minutes. This guide will walk you through authentication and making your first API requests.
- [Core Concepts](https://docs.useorbitcrm.ai/developers/core-concepts.md): Understand the fundamental concepts of the OrbitForms platform before diving into the API.
- [API Overview](https://docs.useorbitcrm.ai/developers/api/overview.md): The OrbitForms REST API enables you to programmatically manage forms, submissions, scheduling pages, meetings, sequences, and integrate with your applications.
- [Authentication](https://docs.useorbitcrm.ai/developers/api/authentication.md): The OrbitForms API uses API keys to authenticate requests. You can manage your API keys from your dashboard.
- [Forms API](https://docs.useorbitcrm.ai/developers/api/forms.md): The Forms API allows you to create, read, update, and delete forms programmatically.
- [Submissions API](https://docs.useorbitcrm.ai/developers/api/submissions.md): Retrieve and manage form submissions. Each submission contains the user's responses and metadata.
- [Scheduling API](https://docs.useorbitcrm.ai/developers/api/scheduling.md): The Scheduling API lets you manage scheduling pages, event types, meetings, and availability schedules programmatically.
- [Sequences API](https://docs.useorbitcrm.ai/developers/api/sequences.md): Programmatically manage sequences (email and SMS steps), enroll contacts, and track engagement.
- [Email Templates API](https://docs.useorbitcrm.ai/developers/api/email-templates.md): Read and manage the email templates and snippets people use in the composer, Inbox replies and sequence steps.
- [Contact Emails API](https://docs.useorbitcrm.ai/developers/api/emails.md): Send one-to-one emails to your contacts, read what your team sent, and assign and close Inbox conversations.
- [CRM API](https://docs.useorbitcrm.ai/developers/api/crm.md): Configure and run the OrbitForms CRM from code or an AI agent: schema, settings, custom fields, pipelines, companies, deals, tasks, notes, logged activity, timelines, files and saved views.
- [Products, Line Items and Quotes API](https://docs.useorbitcrm.ai/developers/api/products-quotes.md): Keep a product library, put products on deals as line items, and send quotes your buyers accept (and pay) from a link.
- [Reports API](https://docs.useorbitcrm.ai/developers/api/reports.md): The numbers on the OrbitForms Reports page from code or an AI agent: pipeline by stage, win rate, stage conversion, time in stage, deals created and won, activity by rep, lead response time, goals and the forecast, with the records behind every number.
- [Workflows API](https://docs.useorbitcrm.ai/developers/api/workflows.md): Build, publish, run and inspect workflows from code or an AI agent: the node catalogue, graphs of nodes and edges, activation, runs and AI agent templates.
- [Dialer API](https://docs.useorbitcrm.ai/developers/api/dialer.md): Configure the OrbitForms power dialer from code or an AI agent: settings and caller IDs, call lists built from saved views, call scripts, calls, transcripts, AI feedback, outcomes and statistics, and the do-not-call list. Calls are only ever placed by a person.
- [Webhooks API](https://docs.useorbitcrm.ai/developers/api/webhooks.md): Create and manage webhook subscriptions from code or an app: the event catalog, scope rules, pausing and resuming, and the delivery log.
- [Integrations API](https://docs.useorbitcrm.ai/developers/api/integrations.md): The apps connected to a workspace and whether they are syncing.
- [Rate Limits](https://docs.useorbitcrm.ai/developers/api/rate-limits.md): The API enforces rate limits to ensure fair usage and platform stability.
- [Webhooks Overview](https://docs.useorbitcrm.ai/developers/webhooks/overview.md): Webhooks send your application a signed HTTP POST when something happens in Orbit: a form submission, a new or changed contact, company, deal or task, a meeting, or a call.
- [Webhook Events](https://docs.useorbitcrm.ai/developers/webhooks/events.md): Every event a webhook can subscribe to, grouped by object, with the scope it needs and the payload it carries.
- [Webhook Security](https://docs.useorbitcrm.ai/developers/webhooks/security.md): Verify webhook signatures to ensure requests are genuinely from Orbit and haven't been tampered with, and guard against replays and duplicates.
- [Inbound Workflow Webhook](https://docs.useorbitcrm.ai/developers/webhooks/inbound-trigger.md): Send form-shaped JSON from external systems to trigger a specific OrbitForms workflow via a signed webhook URL.
- [Embed Script](https://docs.useorbitcrm.ai/developers/embed.md): Add OrbitForms forms to any website. Iframe for the most reliable inline embeds; the embed script for popup, slider, sidetab, and auto-resize.
- [Migrating from another CRM](https://docs.useorbitcrm.ai/developers/migrating-from-another-crm.md): Bring a whole CRM into Orbit over the API: the order to load things in, batch sizes, how ids and dates carry over, and what the limits are.
- [Migrating from HubSpot](https://docs.useorbitcrm.ai/developers/migrating-from-hubspot.md): Move a HubSpot portal into Orbit: the built-in importer, the script for portals that need transforming on the way, and how every HubSpot object and engagement field maps to its Orbit counterpart.
- [Best Practices](https://docs.useorbitcrm.ai/developers/best-practices.md): Follow these recommendations to build reliable, secure, and performant integrations.
- [Troubleshooting](https://docs.useorbitcrm.ai/developers/troubleshooting.md): Solutions to common issues developers encounter when integrating with OrbitForms.
- [MCP Server](https://docs.useorbitcrm.ai/mcp/overview.md): Connect AI assistants like Claude and ChatGPT to your OrbitForms account using the Model Context Protocol (MCP).
- [Available Tools](https://docs.useorbitcrm.ai/mcp/tools.md): Every tool the Orbit MCP server exposes: what it does, the scope it needs, and whether it reads, writes or reaches outside Orbit.
- [Build your CRM](https://docs.useorbitcrm.ai/mcp/build-your-crm.md): Have an AI agent set up your pipelines, custom fields, settings and saved views, then keep the CRM in shape as your process changes.
- [Use OrbitForms in Claude](https://docs.useorbitcrm.ai/mcp/claude.md): Connect Claude to your OrbitForms team to run your CRM, leads, forms, meetings, and sequences from a conversation.
- [Use OrbitForms in ChatGPT](https://docs.useorbitcrm.ai/mcp/chatgpt.md): Install the OrbitForms plugin in ChatGPT to run your CRM, leads, forms, meetings, and sequences from a conversation.
- [Build Apps for OrbitForms](https://docs.useorbitcrm.ai/apps/overview.md): Create powerful integrations and extend OrbitForms's functionality with custom OAuth applications. Connect your services, automate workflows, and reach thousands of users through the OrbitForms marketplace.
- [Developer Portal](https://docs.useorbitcrm.ai/apps/portal.md): The Developer Portal is your central hub for creating and managing OAuth applications, accessing API credentials, and monitoring your integrations.
- [Authentication](https://docs.useorbitcrm.ai/apps/authentication.md): Learn how to authenticate API requests using access tokens obtained through the OAuth 2.0 flow.
- [OAuth 2.0 Integration](https://docs.useorbitcrm.ai/apps/oauth.md): OrbitForms uses OAuth 2.0 for secure authentication. This guide walks you through implementing the authorization code flow to access the OrbitForms API on behalf of users.
- [App Permissions](https://docs.useorbitcrm.ai/apps/permissions.md): OAuth scopes define what your app can access on behalf of users. Request only the permissions your app needs—users are more likely to approve apps that request minimal access.
- [Webhooks](https://docs.useorbitcrm.ai/apps/webhooks.md): Webhooks let your app react in real time to what happens in the workspaces that installed it: form submissions, contacts, companies, deals, products and quotes, tasks, meetings, calls and lists.
- [Build a Two-way Sync](https://docs.useorbitcrm.ai/apps/two-way-sync.md): Keep contacts, companies and deals in step between Orbit and your app: a field mapping, change events, your own writes told apart, and a catch-up feed.
- [Apps in Workflows](https://docs.useorbitcrm.ai/apps/workflow-actions.md): Let the workspaces that install your app use it as a step in their workflows: declare actions, receive signed deliveries, return outputs.
- [App Review Process](https://docs.useorbitcrm.ai/apps/app-review.md): Learn about the review process your app must go through before being listed in the OrbitForms marketplace.
- [App Guidelines](https://docs.useorbitcrm.ai/apps/guidelines.md): Guidelines to ensure apps in the OrbitForms marketplace provide a great experience for users.
- [App Marketplace](https://docs.useorbitcrm.ai/apps/marketplace.md): Learn how to optimize your marketplace listing and grow your user base on the OrbitForms App Marketplace.
- [Best Practices](https://docs.useorbitcrm.ai/apps/best-practices.md): Follow these best practices to build reliable, secure, and user-friendly integrations that scale with your users.
- [Developer Community](https://docs.useorbitcrm.ai/apps/community.md): Connect with other developers building on OrbitForms. Get help, share ideas, and stay updated on the latest features.
- [Help Center](https://docs.useorbitcrm.ai/support/help-center.md): Get support and find resources to help you get the most out of OrbitForms.
- [Contact Us](https://docs.useorbitcrm.ai/support/contact.md): Have a question or need help? Reach out to the OrbitForms support team.
- [Frequently Asked Questions](https://docs.useorbitcrm.ai/support/faq.md): Find answers to common questions about OrbitForms.
- [Report a Bug](https://docs.useorbitcrm.ai/support/bug-report.md): Found something that isn't working as expected? Let us know and we'll fix it.
- [Feature Request](https://docs.useorbitcrm.ai/support/feature-request.md): Have an idea that would make OrbitForms better? We'd love to hear it!


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