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Framer Form Academy

Client Onboarding Framer Form (with Google Sheets)

Client Onboarding Framer Form (with Google Sheets)

This guide helps you set up a Multi-Step Form for client onboarding with four sections. Plus, learn to link it to Google Sheets or use tools like Zapier for automated follow-ups.

Guide clients through contact details, project goals, file uploads, and final notes, all organized and ready to send directly to Google Sheets.

Multi-Step Structure:

  • Use the Multi-Step Form component

  • Create 4 pages inside your Pages stack:

    1. Contact & Billing Info

    2. Business Goals & Requirements

    3. File Uploads (NDAs, briefs, assets)

    4. Additional Info

Recommended Inputs:

  • Text (first name, last name, company name)

  • Email, phone number, address

  • File upload (FramerForms supports native upload fields)

  • Textarea for open responses

Best Practices:

  • Assign unique input names (e.g. primary_email, client_goals, upload_brief) to keep your submissions clean

  • Use stacks inside each page to organize related questions

  • Style everything to match your project’s typography and brand colors

Integration Setup:

  • Select the form container → under Send To, choose:

    • Google Sheets

    • Email

    • Webhook (Zapier, Make, etc.)

  • Label your Google Sheet for easy sorting (e.g. Client_Onboarding)

Pro tip: Use Zapier to automatically notify your team, send a welcome email, or log the lead in your CRM.

GET STARTED WITH FRAMERFORMS

GET STARTED WITH FRAMERFORMS

Building custom forms in Framer has never been easier. Start today.