Customer Enquiry Form

This form is designed for businesses that want to streamline how they handle customer inquiries. Built with flexibility, ease-of-use, and data privacy in mind, it collects essential contact details, captures the nature of the enquiry, and routes submissions directly to your team via email, CRM, or text message for prompt follow-up.

How Can the Customer Enquiry Form Be Used?

A customer enquiry form is essential for organizations aiming to provide responsive, organized, and personalized customer service. Many businesses struggle with inconsistent intake of customer messages — some get lost in inboxes, others lack essential contact details, and follow-up actions often fall through the cracks.

This form addresses those issues by guiding users to provide complete, relevant information through a structured interface. It improves customer experience with a clean, user-friendly layout, while your internal team benefits from automated notifications and CRM integration. Smart field groupings and validation ensure that the data you receive is actionable, organized, and easy to respond to.

1. Download and Import the Template – Upload and customize as needed.

2. Enable CRM / Notification Integration – Connect to your CRM, and Slack, Trello, or set up text message notifications for automated handoff.

3. Confirm Email Notifications – Customize the confirmation for the user and alert your internal team.

4. Publish & Share – Embed the form or link it via your contact page, support portal, or email campaigns.

⚠ This template requires the CRM Integration and Notifications & Workflow Add-ons (e.g., Slack, Help Scout, Trello) to support those respective features. If not needed, remove the related actions and the form will still function as a general enquiry form.

What’s Available on the Customer Enquiry Form Template?

Form Fields

1. User Contact Information
   • Name (Single Line Text – Required)
   • Email Address (Email – Validation Enabled)
   • Phone Number (Phone – Optional)
2. Enquiry Details
   • Message (Paragraph Text – Required)
   • File Attachment (File Upload – Optional, max 5MB, PDF/PNG/JPG)
3. Preferences
   • Preferred Contact Method (Select – Email, Phone)
   • Preferred Contact Time (Select – Morning, Afternoon, Evening)
   • reCAPTCHA (reCAPTCHA v3 – Required for submission)

Automated Responses & Smart Integrations

This form is designed to do more than just collect information — it works behind the scenes to automate confirmations, notify internal teams, and sync with CRMs for faster, more personalized follow-up.

• Email Notification: Confirmation email sent to user and full submission sent to your internal team.

• Success Message: Displays a thank-you message on the screen post-submission.

• Redirect: Optional — direct the user to a thank-you or support page.

• CRM Integration: Form data can be mapped to your CRM (e.g., HubSpot, Zoho, Salesforce) for lead or contact creation.

• Slack or Trello Notification: Your team can receive real-time updates in their workspace or project board.

• Text Message Notification: Send a text message with each new form submission via ClickSend or Twilio ointegration.

✅ Get Started Today

Use this Customer Enquiry Form to improve communication, stay organized, and build trust with your customers. Whether you’re handling a handful of queries or hundreds per day, this template helps you manage each one professionally and efficiently.