In-app notifications
Automatic. When a submission lands, the bell in the top-right of your dashboard shows a new dot. Click it to see what came in. Owners and admins all get notifications by default; team members can opt in via Settings → Notifications.Notify a team member
By default, both the email and the in-app bell go to all org owners and admins. To route a form’s leads to one person instead:- Open the form in Forms → [your form] → Settings → In your CRM.
- Under Notify a team member, pick who should hear about this form’s submissions.
Also create a follow-up task
Also create a follow-up task (right below the picker) is on by default on new forms — each submission opens a task assigned to the notified team member (or an owner, if you left it on the default). The task is attached to the new contact and due a few business hours out, so a fresh lead lands in someone’s task list and doesn’t slip through. Turn it off for a form where a task per submission would be noise (say, a high-volume newsletter sign-up).Confirmation email to the person who submitted
By default, the visitor who fills out your form doesn’t get an automatic reply (unless you’ve turned on AI auto-reply). To send them a simple “thanks, we got it” email:- Open the form in Forms → [your form] → Settings → After submission.
- Tick Email a confirmation to the person who submitted.
- Leave the subject and body blank to use the default wording, or write your own. Use
{{first_name}}and{{business_name}}— if you didn’t collect a name,{{first_name}}becomes “there”.
Slack notifications
If you’ve connected Slack at Settings → Integrations → Slack, you can route form submissions there too:- Pick a channel from the channel selector (defaults to #general).
- Enable Form submission under “Notify on” in the Slack section.
Disable notifications for a form
If a form is purely internal (e.g., a feedback survey you don’t need real-time alerts on), disable the form in your team’s notification preferences. Submissions still save; you just don’t get pinged.Per-user preferences
Each team member can manage their own notification preferences in Settings → Account → Notifications. They can opt out of email notifications, in-app notifications, or both — without affecting what other admins receive.Webhook notifications (advanced)
If you want submissions delivered to your own backend (a Zapier-style trigger, a custom CRM sync, an internal system), use outgoing webhooks at Settings → Integrations → Webhooks. Subscribe a webhook URL to theform.submitted event and you’ll get a JSON POST per submission.
More on webhooks →
Common setup
Most owners do:- In-app: on (default).
- Email + tasks: route a few critical forms to a specific teammate (with a follow-up task); let everything else fall back to admins.
- Slack: on for high-volume forms (so the team sees them in flow) and off for low-volume ones.
Next
You’re done with Forms. Next:Connect your calendar
So the AI Receptionist can book real appointments from form submissions and conversations.