Small Business Management – Forms Pro User Guide

Product: Small Business Management – Forms Pro
Version covered: 1.1.9

This guide explains daily operation of advanced forms, conditional logic, files, webhooks, HubSpot sync, CRM actions and analytics.

Using Pro forms

Use Forms Pro when a form needs more than basic capture: conditional questions, file uploads, automation, external sync or analytics.

Conditional logic

Keep logic simple and test every path. A good rule should make the form easier for the user, not harder to understand.

• Hide irrelevant fields.
• Do not make required fields unreachable.
• Test every condition before publishing.
• Document the purpose of important rules.

File upload forms

• Tell users which file types are accepted.
• Keep upload fields optional unless required.
• Review uploaded files carefully before opening.
• Remove files when no longer needed.

HubSpot sync

When enabled, HubSpot sync runs after a successful form submission. Confirm that contacts are syncing correctly and avoid creating duplicate lifecycle stage rules in both systems.

Analytics

Use analytics to identify forms with low completion rates, repeated errors or poor conversion. Improve form wording and remove unnecessary fields before blaming traffic quality.

Good practice

• Use Forms Free templates as starting points.
• Add Pro features only where needed.
• Test with a real browser and mobile screen.
• Confirm CRM, Transactional Email and HubSpot results after each change.