Capture leads from a web form - Relaticle  

    [Importing data](https://relaticle.com/help/import)

 Capture leads from a web form 
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Connect a Maxforms form to Relaticle Cloud so each submission creates linked people, companies, opportunities, notes and tasks.

 Updated October 4, 2026

 Relaticle has no form builder of its own. [Maxforms](https://maxforms.com/integrations/relaticle), a form builder, connects to Relaticle Cloud and turns each submission into records in your workspace. You set the connection up in Maxforms, and Relaticle asks you to approve access once.

[](#what-a-submission-creates "Permalink")What a submission creates
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One submission can create up to five records, each linked to the others:

| Record | What it usually holds |
|---|---|
| **Company** | The submitter's organisation |
| **Person** | The submitter, linked to the company |
| **Opportunity** | What the form opens, linked to both |
| **Note** | The answers, attached to the records above |
| **Task** | A follow-up, attached the same way |

You switch each record on or off per form. A form that needs only a person and a note creates only those two.

[](#connect-a-form "Permalink")Connect a form
---------------------------------------------

1. In Maxforms, open the form's **Integrate** tab, find the **Relaticle**card, and select **Connect**.
2. Select **Connect New Account** and sign in to Relaticle if asked.
3. Approve access and **pick the workspace** the form may write to.
4. Back in Maxforms, switch on the records you want and map each Relaticle field to a form answer. Your custom fields are listed beside the built-in ones.
5. Save, send a test submission, and open the new records in Relaticle.

Maxforms asks for two permissions: reading your records, and creating and updating them. It cannot delete anything.

[](#avoid-duplicates "Permalink")Avoid duplicates
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Maxforms can match a submission to a record you already have instead of creating a second one. People match on **Emails** and companies on **Domains**, the two fields Relaticle keeps unique.

In the Relaticle card in Maxforms, map the form's email answer to Emails, then choose Emails under **Match existing people by**. Do the same with Domains for companies.

A repeat submitter then updates their existing person and company. The opportunity, note and task are created new each time.

[](#see-and-revoke-the-connection "Permalink")See and revoke the connection
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Open **Settings → Access Tokens** from your avatar menu. Maxforms appears in the **AI Connectors** list beside any assistants you connected, with the workspace it writes to. **Revoke** cuts its access immediately, for every form you connected. New submissions then fail to deliver until you connect again.

[](#good-to-know "Permalink")Good to know
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- The connection works with Relaticle Cloud. Maxforms cannot connect to a self-hosted install. A self-hosted install can take form data through the upsert endpoints in the [REST API guide](/developers/rest-api).
- Maxforms acts as the person who connected it, inside the one workspace picked on the consent screen.
- A paused workspace can't be picked on the consent screen. Deliveries to a workspace that pauses later fail until it is subscribed again.

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