Revolutionize Your Forms with Conditional Logic: Take Control of User Interactions!

Introducing Conditional Logic in Forms!

We are thrilled to announce a major enhancement to forms on SMBcrm!

What’s new?

With this revamp, you can now elevate your forms by incorporating conditional logic, allowing you to automate actions based on user interactions. What does this mean for you as a user?

  1. Multiple Conditions Support: Combine multiple conditions seamlessly using logical operators like AND or OR. This means you can make your forms react to multiple inputs.
  2. Diverse Operations: We’ve got operations for every data type – standard or custom fields. Opt for operations like contains, equal to/not equal to, starts with/ends with, is empty/is filled, greater than/less than, before/after, and more.
  3. Limitless Logic: Limitless logic is now a reality! You can add as many conditional logics as needed. Our top-down execution ensures once a condition is met, the form will not evaluate further conditions.
  4. Flexible Editing: Retain complete control even after setting up your conditions – edit, delete, or reorder them as required to fine-tune your forms to perfection.

Navigating to this new functionality is simple. Under the Secondary Header bar in Form Builder, you’ll find the Conditional Logic section. Here, select the type of logic you wish to configure – be it displaying custom messages, redirecting to specific URLs, or disqualifying leads. Once you’ve saved your conditions, along with your form, watch the magic unfold.

Our Conditional Logic feature helps you define rules that trigger actions like displaying custom messages, redirecting to specific URLs, or even disqualifying leads.

Important Notes

  • Switching between ‘AND’ and ‘OR’ automatically updates all operations accordingly, streamlining the process for you.
  • To provide a clutter-free experience, only relevant fields will appear in your drop downs.
  • Conditional logic will take precedence over on-submit messages or redirects, ensuring your rules are obeyed consistently.

The set images below detail our conditional logic process.


We’re excited for you to elevate your form-building experience to another level and can’t wait to see what you create with this new addition!

To understand more about our updates and services, consider requesting a demo. You don’t want to miss out on our bespoke services, designed to catapult your business ahead in the market.

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