• Getting Started: How to Install and Set Up SmartForm

  🛠️ How do I install and set up SmartForm? Summary: Learn how to install and configure SmartForm with GoHighLevel or Zapier, connect your calendar and Zoom, and access your SmartForm setup portal and walkthrough video. SmartForm currently integrates directly with GoHighLevel (GHL). If you’re using another CRM, you can push contact data via Zapier. We also support Google Calendar integration and allow hard-coded Zoom links for booking automation. To install and configure SPopular

• SmartForm CRM Integration: Step-by-Step Guide to Connecting Your CRM Using Zapier Webhooks

  🔗 How do I send SmartForm data to my CRM? Summary: This article walks you through connecting SmartForm to any CRM (e.g., HubSpot, Close, Salesforce, Pipedrive) using webhooks and Zapier. You’ll capture lead data, run a live test, and map credit fields like Spendable Credit, DTI, and more directly into your CRM. IF YOU USE GHL THERE IS A DIRECT API INTEGRATION AVAILABLEFew readers

• Fit Checklist: Is SmartForm Right for You?

  ✅ Is SmartForm a good fit for my business? Summary: Wondering if SmartForm is worth it? Here’s who it’s built for, and what makes it a no-brainer if you sell high-ticket. SmartForm is best for: Businesses that sell through appointments Anyone sick of wasting time on broke leads Offers/Services that start around $2K or higher Technical fit: Uses any CRM or custom API No lead volume or revenue minimums Works with funnels, booking, or straight qualificationFew readers