Connecting Forms and Calendars in AI Studio

What are Forms and Calendars in AI Studio?

AI Studio helps you create interactive page elements like forms and booking sections that can collect information or schedule appointments. These components start as visual layouts within your AI-generated pages and can later be connected to your CRM to become fully functional.

AI Studio can generate various types of forms and booking experiences based on your requests, such as contact forms, registration sections, appointment booking pages, and consultation request forms. The AI can place these elements in appropriate sections of your page layout.

Important: AI Studio must be enabled through Labs for your sub-account before you can use these features.

Benefits of Connecting Forms and Calendars

Connecting these components transforms your AI-generated pages into working tools for your business. Key advantages include:

• Streamlined Setup: Build pages with functional elements in a single workflow
• Flexible Timing: Connect forms and calendars when you're ready to go live
• CRM Integration: Form submissions automatically flow into your CRM system
• Live Scheduling: Booking sections become actual appointment scheduling tools

How Forms Work in AI Studio

When you request a form through AI Studio, it creates the front-end layout and design. The form appears on your page but isn't automatically connected to your CRM. You control when to activate the connection to start capturing submissions.

AI Studio can create forms in various formats including inline page sections, dedicated form pages, or pop-up flows depending on your requirements.

Connecting Forms to Your CRM

To make a form functional and start collecting submissions:

1. Ask AI Studio to connect the form to your CRM (for example, by typing "Connect forms to my CRM")
2. Alternatively, click the Connect option when prompted in the chat interface
3. This initiates the connection process that links the form to your CRM tracking

Once connected, the form will use external tracking to send submission data directly to your CRM account.

Where Form Submissions Go

After connection, form submissions are sent to your connected CRM sub-account rather than staying within the AI Studio project. You can access these submissions through:

• The Contacts section of your CRM
• Sites > Forms > Submissions > External Forms

Submissions appear as third-party form entries and can be integrated with workflow automation.

Connecting Forms to Workflows

Once your form is connected to CRM tracking, you can create automated workflows triggered by form submissions:

1. In your workflow, use the "External Tracking Event" trigger
2. Select the "Form submission" event type
3. Use the "Domain" and/or "External Form" filters to target specific forms
4. Add automation actions like sending SMS messages or emails
5. Access form response data through Custom Value > Contact > Custom Fields

How Calendars Work in AI Studio

AI Studio can create custom booking experiences that go beyond standard calendar widgets. When you request an appointment page or booking section, AI Studio generates a tailored front-end layout with scheduling functionality.

These booking sections become fully functional scheduling tools once connected to an existing calendar from your CRM account.

Connecting Calendars

To activate a booking section:

1. Ask AI Studio to create a booking-focused page or scheduling section
2. When prompted in the chat interface, select which calendar from your CRM account you want to use
3. Complete the connection process

After connection, the booking section will use your selected CRM calendar for actual scheduling, turning the visual layout into a live scheduling experience.