Form2Account
Stop Onboarding. Start Automating.
About
Zero-Touch Client Onboarding from Form to Finished Account. (Requires Agency SaaS Pro Plan) Stop manually provisioning new accounts every time you sign a client
Key features
- Form builder
- Lead capture
- Survey creation
- Conditional logic
- Auto-scoring
GHL agencies collecting leads via forms and surveys.
Zero-Touch Client Onboarding from Form to Finished Account.
(Requires Agency SaaS Pro Plan)
Stop manually provisioning new accounts every time you sign a client. Form2Account completely automates your onboarding workflow by turning standard form submissions within the platform into fully functional, ready-to-use workspaces instantly.
Simply have your new client fill out an intake form, and this app handles the rest: creating the new sub-account, generating the user profile, loading your pre-configured Snapshot template, and assigning the correct roles and permissions. Turn onboarding into a scalable, hands-off system and focus on growing your business.