FormFlow Overview

Welcome to FormFlow

FormFlow is a native form builder and submission router for Shopify. Design

forms with a drag-and-drop builder, embed them anywhere on your storefront, and

send every submission exactly where it needs to go — your CRM, your inbox, a Slack

channel, a spreadsheet, a help desk ticket, or all of them at once — using a visual

flow that you control.

No code, no third-party form embeds, no copy-pasting submissions between tools.


What you can do with FormFlow

- Build forms visually. A full-screen, drag-and-drop builder with text, choice,

date, file-upload, consent, and hidden fields — plus multi-step pages, conditional

logic, and your own branding.

- Embed forms anywhere. Drop a form into any page or section with the Shopify

theme app block, or share a standalone public link. Forms can also appear as

pop-ups.

- Collect and manage submissions. Every response is stored, searchable, and

exportable to CSV.

- Route submissions automatically. A visual flow decides — per form — where each

submission goes, with optional conditions so different answers take different paths.

- Send emails on submit. Automatic confirmation emails to the person who

submitted, and notification emails to your team, designed in a dedicated email

builder.

- Connect your stack. A growing catalog of integrations across CRM, email,

messaging, spreadsheets, analytics, and ticketing.


How FormFlow works

FormFlow follows a simple path from build to delivery:

1. Build — Create a form in the builder: add fields, set up pages and conditional

logic, and style it to match your brand.

2. Embed — Place the form on your storefront with the theme app block, as a

pop-up, or share its public link.

3. Collect — When a visitor submits, FormFlow validates and saves the response.

4. Route — Your form's flow runs: it evaluates any conditions and delivers the

submission to each connected destination (CRM, email, messaging, spreadsheet,

ticketing, analytics).

5. Manage — Review submissions, retry any delivery that failed, and export to CSV

whenever you need.


Core concepts

Forms

A form is your collection surface — fields, layout, appearance, and behavior. Forms

are built in the full-screen builder and can be saved as drafts and published when

ready. Published forms are what your storefront serves; you can stage edits without

affecting the live form until you publish again.

Submissions

Every response a visitor sends is a submission. Submissions are stored against the

form, viewable in a table, and exportable to CSV. Each one carries a delivery record

so you can see exactly which destinations succeeded, were skipped, or failed — and

retry the failures.

Flows & routing

Each form has a flow — a visual tree that decides where submissions go. The

simplest flow sends every submission to one or more destinations. Add decision

branches to route conditionally (for example, send "wholesale" enquiries to your CRM

and "support" requests to your help desk). FormFlow validates your flow before you

publish, so you can't accidentally ship a form with a broken or unconfigured step.

### Destinations & integrations

Destinations are the services a flow delivers to. FormFlow integrates across:

- CRM — HubSpot, Zoho, Mailchimp

- Email — confirmation and notification emails (see below)

- Messaging — Slack, Microsoft Teams, Twilio, WhatsApp

- Spreadsheets — Google Sheets, Microsoft Excel

- Ticketing — Jira, Zendesk, Freshdesk, ServiceNow, Linear, Intercom, and more

- Analytics — event tracking on submit

Connect an account once, then add it as a step in any form's flow.

Email templates

FormFlow sends two kinds of email on submit:

- Confirmation emails — sent to the person who submitted the form (by default, to

the email address they entered). Great for receipts, thank-yous, and next steps.

- Notification emails — sent to your team so a new submission never slips through.

Both are designed in a dedicated email builder and added to a form as flow steps, so

you control exactly when and to whom they send.

Plans

FormFlow is available on tiered plans. Higher tiers unlock larger submission

allowances and advanced capabilities such as conditional routing and additional sync

destinations. Plan limits are enforced automatically as you build and as submissions

arrive.


Getting started

1. Install FormFlow from the Shopify App Store and open it from your Shopify admin.

2. Create your first form in the builder — add a few fields and give it a title.

3. Add a destination in the flow (start with a notification email to yourself so

you see submissions land).

4. Publish the form and add it to your storefront with the theme app block.

5. Submit a test and watch it appear in your submissions list and arrive at its

destination.

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Where to go next

- [Building forms](./forms) — fields, pages, conditional logic, and appearance

- [Embedding a form](./embedding) — theme app block, pop-ups, and public links

- [Routing & flows](./flows) — destinations, conditions, and the flow builder

- [Email templates](./email) — confirmation and notification emails

- [Integrations](./integrations) — connecting CRM, messaging, spreadsheets, and ticketing

- [Submissions & exports](./submissions) — managing responses and CSV export

- [Plans & billing](./billing) — limits, features, and upgrades

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Need help?

Visit the in-app Support center from your FormFlow dashboard to browse help

articles, start a live chat, or open a ticket with our team.

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