Forms let you collect data as you go through processes. They also let you send that data to other apps via Zapier and the API.
To add forms to a process, just select the forms widget when editing a template as shown below.
How we built the integration using Zapier
In this video we take a behind the scenes look at how we configured Zapier to make the integration between Close.io and HelloSign in the videos above. If you are interested in how it actually all works, check out the below.
