Show the right questions to the right people. If a visitor selects "Budget over $5,000," your form automatically reveals advanced qualification questions. If they select "Just browsing," it takes a softer, nurture-focused path.
The moment a form is submitted, every field maps to your CRM automatically — name, phone, email, intent, lead score, and custom answers. No copy-paste. No missed fields.
Define follow-up rules once and Desk Wizard executes them automatically. High-score leads get an instant call. Medium-score leads enter an SMS drip. Cold leads receive an educational email sequence.
See exactly where visitors drop off, which questions cause friction, and which form variants convert best. A/B test your forms with a single click — no developer needed.
New patient intake forms that collect insurance info, dental history, and preferred appointment times — then auto-schedule and trigger a confirmation text.
HIPAA-aware intake forms that capture symptoms, history, and insurance — with instant booking and automated appointment reminders.
Case screening forms that qualify prospects before intake — scoring urgency, case type, and budget to route only the best leads to your attorneys.
Buyer and seller qualification forms that capture budget, timeline, and property preferences — then trigger an instant agent follow-up while the lead is still hot.
Service request forms that identify emergency vs. maintenance requests and instantly dispatch the right technician while texting the customer an ETA.
Client intake forms that capture service preferences, stylist preference, and allergy info — with instant booking confirmation and pre-appointment questionnaires.
| Basic Contact Form | Email-Only Form | Desk Wizard Forms | |
|---|---|---|---|
| Response Speed | Hours later | Hours later | Instant (<30s) |
| Lead Scoring | ✗ | ✗ | ✓ AI-generated 1–100 |
| Follow-Up Automation | ✗ | Email only | ✓ SMS + Call + Email |
| Smart Logic | ✗ | ✗ | ✓ Adaptive branching |
| CRM Integration | Manual | Basic | ✓ Zero-touch sync |
| Mobile Optimization | Partial | Partial | ✓ Mobile-first |
Yes. Desk Wizard Forms embed on any website with a single line of code. They're compatible with GoHighLevel, WordPress, Webflow, Shopify, Wix, Squarespace, and any custom HTML site. No plugins or developer needed.
None at all. Our drag-and-drop builder lets you create and customize forms in minutes. Branching logic is set up by answering simple "If this, then that" questions — no coding required.
Every submission automatically creates or updates a contact in your CRM, assigns a lead score, and triggers whatever follow-up sequence you've configured. You can also receive email or SMS notifications for every new lead.
Absolutely. Every form is fully customizable — add, remove, or reorder any field. Use our industry templates as a starting point, or build from scratch. You can add custom fields, dropdowns, file uploads, and more.
Desk Wizard integrates natively with GoHighLevel and connects to 5,000+ tools via Zapier and webhooks — including Salesforce, HubSpot, Zoho, Google Sheets, Slack, and more. Custom API integrations are also supported.
Every form is built mobile-first. They're fully responsive, fast-loading, support autofill, and feature large tap targets so they're easy to complete on any smartphone or tablet. Over 65% of form submissions happen on mobile — we've optimized for that.
Every form submission is a moment of intent. Capture it. Act on it. Instantly.
No credit card required · Setup in minutes · Cancel anytime