Routing to a specific agent
In the form configuration panel, under Routing, select the agent who should receive leads from this form. New leads are assigned to this agent automatically when the form is submitted.
Default agent
A default agent can be set in the global Form Bridge settings. Any form that does not have a specific agent assigned will fall back to this default. This ensures every submission is always assigned to someone.
Intent labels
Each form can be assigned an intent — Lead (creates a full CRM contact), Inquiry (logs the submission without creating a contact), or Skip (ignores the submission entirely, useful for internal forms). A Smart intent mode is also available — it inspects a specific field value to determine intent dynamically per submission.
Notification emails
Configure whether the assigned agent receives an email notification for each new lead from this form. A confirmation email to the visitor can also be enabled per form. Both notification types are branded with your agency details.