Full FAQ

Product and Setup

How quickly does SmartForm return X-Ray data?

Successful X-Ray checks normally return in seconds. Timing can vary with network conditions and whether the lead's identity can be matched.

Can I customize the questions and design?

Yes. Open Widgets, select the widget, and use the setup steps or full editor to change the layout, logo, form fields, availability, routing, and launch settings.

Can I embed SmartForm on my website?

Yes. The Launch step provides the exact embed code for your widget. You can also use the preview/link directly. Copy the code exactly as shown; each widget has its own client ID.

Can I create different SmartForms for different funnels?

Yes. Each widget can have its own form fields, calendars, team members, routing rules, CRM workspace, and appearance.

X-Ray and Smart Routing

What is X-Ray Vision?

X-Ray Vision is the credit-intelligence layer used for qualification and routing. The current activation includes credit score, available credit, income, DTI, IP/location data, and advanced analytics when those values are returned successfully.

Does an X-Ray check affect the lead's credit score?

No. SmartForm uses a soft inquiry, not a hard credit application.

Does X-Ray work for every visitor?

No. X-Ray is designed for eligible U.S. consumers whose identity can be matched. A failed or unmatched check does not create a successful-report charge.

How does Smart Routing decide what happens next?

You create the rules. A rule can use available lead/X-Ray data to show a calendar, show a message, redirect to a URL, apply CRM actions, or send qualified leads to a selected Calendar Team.

Smart Routing is included with SmartForm. It is not a separately billed add-on. Enabling Smart Routing automatically requires X-Ray Vision.

Integrations

Which CRMs connect directly?

Core connection options include GoHighLevel, HubSpot, Pipedrive, and ClickFunnels (availability can depend on your account). GoHighLevel uses OAuth; the legacy API-key path is deprecated.

Accounts with extended Connections access may also see Salesforce, Zoho CRM, Dynamics 365, Attio, Capsule CRM, Close CRM, ActiveCampaign, Affinity, Apollo, and other providers under Connections → Available → CRM.

Close CRM and Salesforce can still appear as Coming soon in the widget CRM panel even when an extended connection is available under Connections. Check Connections first; use a webhook/custom automation when the provider is not available there.

See How to Connect Your CRM to SmartForm.

Can I connect more than one CRM?

Yes. A new lead is sent to each connected CRM configured for the account/widget. For ClickFunnels, select Workspace for this widget when more than one workspace is connected.

Which calendars are supported?

SmartForm can use connected Google Calendar accounts, GoHighLevel calendars, and supported scheduling providers shown in Connections. Select the calendars/team members for each booking widget in the Team step.

Can SmartForm send conversions to Meta?

Yes. Open Pixel Wiring to connect Meta, select a widget trigger, add Send to Meta Pixel, choose the Business Account/Pixel/event, save the flow, and verify it with Run, Runs, and Pixel Health.

Can I still use Zapier or webhooks?

Yes. Native connections should be used first for supported CRMs. Use the widget Webhooks tab or Zapier for unsupported tools and custom workflows.

Pricing and Billing

What does SmartForm cost?

The current SmartForm Subscription is $97 per month. Smart Routing is included. Any trial and renewal date shown at checkout or in your account controls when your subscription begins billing.

How is X-Ray billed?

$3.10 per successful report
Failed checks are free
Accrued usage is billed bi-weekly
Billing can occur sooner when accrued usage reaches the $800 threshold

Volume discounts may be available for customers expecting 500+ reports per month. Contact support/sales for a current quote rather than relying on an old tier table.

What happens if my SmartForm Subscription becomes inactive?

Existing widgets continue loading and collecting new submissions, and connected CRMs can still receive them. Creating new widgets is paused, and submission views in the portal remain hidden until the subscription is reactivated.

Privacy and Compliance

SmartForm records the consent flow and supporting submission context such as timestamp and IP address. You are responsible for using the collected data and marketing channels in accordance with your agreements and applicable law.

Can I market to a Smart Capture partial lead?

Do not treat partially entered data as proof that the visitor submitted the form or consented to every marketing channel. Review your privacy notice and obtain the consent required for email, SMS, calls, and advertising. This Helpdesk is product guidance, not legal advice.

Does SmartForm make my business automatically compliant with FCRA, TCPA, HIPAA, or other laws?

No software alone guarantees compliance. SmartForm provides consent and data-handling features, but your business remains responsible for its offer, disclosures, storage, routing, and follow-up. Ask qualified counsel about your specific use case.

Still Need Help?

Contact support through the chat widget in the SmartForm portal or email support@simplecheck.ai. Include the widget name, affected feature, and approximate time of the issue.

Updated on: 23/07/2026

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