PlugMatrix Forms
Forms that turn visitors into leads.
PlugMatrix Forms builds the forms your website needs, from contact and quote requests to surveys and quizzes, with conditional logic, calculations and AI. Every submission joins the same contacts and leads as your chats.
- 100+ templates, or describe it to the AI
- Shares contacts and leads with Live Chat
How it works
From blank page to booked customer
Build the form, put it on your website and follow every answer through to a contact, a lead and a reply, all in one place.
The screens below are illustrations of the product with sample data.
Step 1: Start from a template, or describe it
Pick one of 100+ ready-made forms for your industry, or tell the AI what you need in a sentence. You get a complete draft with fields, steps and rules, and every part of it stays editable.
The new form screen. At the top, the AI prompt reads: a quote request for a home cleaning company with home size, how often, extras and a preferred date, with a Generate button. Below, template categories and four templates: Contact us, Home cleaning quote, Event registration and Customer feedback. Step 2: Drag fields into columns and steps
Over 40 field types, from name and address to file uploads, signatures, ratings and matrices. Put fields side by side, split long forms into steps with a progress bar, and preview every change on desktop and mobile.
The builder canvas of step 1 of 3. First and last name sit side by side, a Date field is being dragged in between the rows, and the selected Home size dropdown shows its options on the right: label, half width, required, and its choices. Step 3: Add logic and calculations
Show, hide or require fields based on earlier answers, and skip steps that do not apply. Calculations work out estimates, totals and scores while people type.
Logic rules: show Pet details when Any pets is Yes, skip to Contact when Service is Standard, and a price calculation of bedrooms times 30 plus bathrooms times 20 plus extras. Beside it, the live form: the visitor answered Yes to pets, so the Pet details field appeared, and the estimated price shows 170 dollars. Step 4: Make it look like your website
Start from a theme, then set your colors, font, corners and spacing. Forms size themselves to your layout and work on every screen.
The style panel with six themes (Clean, Modern, Soft, Bold, Dark and Elegant, with Soft selected), accent colors, corner radius and font. Beside it, the form rendered in the Soft theme. Step 5: Publish it wherever people are
Add it with the WordPress block or shortcode, paste one script tag on any other website, or share a link and QR code. It can also open as a popup after a delay, on scroll or when someone is about to leave.
Four ways to publish: the WordPress shortcode or block, a script tag for any website, a share link with a QR code, and a popup that slides in when a visitor has scrolled half of the page. Step 6: Every submission in one inbox
Read, star, assign, tag and add notes to submissions from every form on every website. Spam goes to its own folder, and you can export to CSV whenever you need to.
The submissions inbox: tabs for Inbox with 12, Starred, Spam with 3 and Archived, and a list of recent submissions from four forms, including a new quote request from Priya K. that became a lead, a contact question, a feedback score of 9 and a job application. Step 7: Contacts, leads, emails and webhooks
Each submission creates or updates a contact, the same contacts Live Chat uses, and can open a lead in your pipeline. Your team gets an email, the visitor gets a confirmation, and your other tools can get a webhook.
Priya K.'s contact record: a new lead, with a history that shows the Home cleaning quote she submitted, the lead it created, and a Live Chat conversation from the day before. Beside it, what happened after the submission: an email to the team, a confirmation email to Priya, and a webhook delivered with status 200. Step 8: See what converts
Follow views, starts, completion rate and submissions for every form, and see where people drop off. Survey questions get their own reports, from rating averages to your Net Promoter Score.
Illustration with sample dataForm analytics with sample numbers: 3,420 views, 1,106 starts, 412 submissions and a 37% completion rate; a funnel showing how many visitors reach each step; and a Net Promoter Score of plus 51 from 214 survey responses.
Everything in PlugMatrix Forms
Build it in minutes. Follow every answer to a result.
Drag-and-drop builder
Fields, columns, steps and live preview on every device.
100+ templates
Ready-made forms for every industry, fully editable.
Conditional logic
Show, hide, require, set values and skip steps with rules.
AI form builder
Describe the form you need and get it built.
Calculations
Quotes, estimates and order totals worked out as people type.
Uploads & signatures
Secure file uploads and signatures.
Surveys & quizzes
Ratings, NPS, matrices, scoring and reports.
Shared contacts & leads
Submissions join the same contacts and leads as chats.
Spam protection
Honeypot, timing, rate limits and CAPTCHA.
Why switch
More than a WordPress form plugin
Most form plugins stop once the entry is saved. PlugMatrix Forms carries it on to a contact, a lead and a reply, across every website you run.
| Topic | Typical form plugin | PlugMatrix Forms |
|---|---|---|
| Where submissions go | A table in each WordPress site, checked one site at a time | One inbox for every form on every website you run |
| Who sent it | A row of answers | A contact, with their Live Chat conversations and every form they sent |
| Leads | Usually an add-on, an export or a third-party CRM | A lead in your pipeline, one per person per form |
| Getting started | A blank form or a basic template | 100+ templates, or describe the form and the AI drafts it |
| Sites that are not WordPress | Not supported | One script tag on any website, or a hosted page to share |
| Spam | Often a separate CAPTCHA add-on | Honeypot, timing checks and rate limits built in, CAPTCHA when you want it |
| Uploaded files | Saved in your media library, on your web server | Kept in private storage and opened through short-lived links |
Put your forms on any website
Build a form once in your dashboard, then place it wherever you need it. No developer required.
WordPress plugin
The same PlugMatrix plugin that runs Live Chat adds a Forms menu to your WordPress admin.
- Install and activate the PlugMatrix plugin, then click Connect to link your account.
- Open Forms in your WordPress admin and pick a form, or start one from a template.
- Add it to any page with the Form block, or paste its shortcode:
[plugmatrix_form id="FORM_ID"]
Any website
Add the script once, then place a form anywhere with one line. Replace FORM_ID with the id from the form's Share tab.
<script src="https://cdn.plugmatrix.io/forms.js" async></script>
<div data-app-form="FORM_ID"></div>Already have the PlugMatrix script for Live Chat? Turn on Forms for that website and just add thediv.
Questions, answered
Straight answers about how PlugMatrix Forms works.
Looking for website chat? See PlugMatrix Live Chat
How do you stop spam?
Every form has a hidden honeypot field, a minimum time to fill it in and a limit on how many submissions one network can send per hour. You can also block keywords and throwaway email addresses, and turn on Cloudflare Turnstile, hCaptcha or reCAPTCHA. Spam goes to its own folder and never creates contacts, leads, emails or webhooks.
What about privacy and GDPR?
You decide what each form asks for, add a consent checkbox that links to your privacy notice, and choose how long submissions are kept. Submissions are linked to contacts, so when someone asks, you can export or erase what you hold about them. PlugMatrix does not fingerprint visitors, and you stay in control of your own privacy notice.
Where are uploaded files stored?
Files and signatures are kept in private storage, not in your WordPress media library or on your web server. Your team opens them from the dashboard through short-lived links. Each upload field can limit file types and sizes (up to 25 MB per file), executable files are never accepted, and stored files count toward your plan.
Does it work with Live Chat?
Yes. Both products use the same contacts, leads and team. Someone who chats with you and later fills in a form is one contact, with the conversation and the submission in the same history.
Can I change the templates?
Yes. There are 100+ templates across industries, from contact and quote requests to event registrations, job applications and customer surveys. Each one becomes a normal form in your account: change any field, rule, email or style.
Can I make conversational forms?
Yes. Switch a form to conversational mode to show one question at a time, like a chat. It uses the same fields, logic and inbox as the classic layout, so you can try both.
Does it work on WordPress?
Yes. The PlugMatrix WordPress plugin adds a Forms menu to your WordPress admin, a block for the block editor and a shortcode for everything else. The same plugin also runs Live Chat.
Can I use PlugMatrix Forms today?
PlugMatrix is opening to its first customers soon. Join the early-access list and we will email you as soon as you can start.
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