FAQ

Frequently Asked Questions

Everything you need to know about HeyIntake. Can't find what you're looking for? Contact us.

GETTING STARTED

AI SCORING

PIPELINE & CRM

FORMS & TEMPLATES

PRICING & BILLING

SECURITY & PRIVACY

INTEGRATIONS & AUTOMATION

AI FORM BUILDER

AUTOMATIONS

CONSENT & COMPLIANCE

BRANDING

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Frequently Asked Questions

GETTING STARTED

What is HeyIntake?

Who is HeyIntake built for?

How do I create my first form?

AI SCORING

How does AI lead scoring work?

What factors affect the lead score?

Can I customize the AI scoring?

PIPELINE & CRM

Do I need a separate CRM?

Can I export my leads?

What statuses can I assign to leads?

FORMS & TEMPLATES

What form templates are available?

Can I customize my form fields?

Can I have multiple forms?

PRICING & BILLING

How does the trial work?

What happens after my trial ends?

Can I change my plan later?

What payment methods do you accept?

What's your refund policy?

SECURITY & PRIVACY

Is my data secure?

Do you sell my data?

Is HeyIntake GDPR compliant?

INTEGRATIONS & AUTOMATION

Can HeyIntake integrate with my existing tools and software?

Does HeyIntake integrate with Clio or legal software?

Can I send leads from HeyIntake to my CRM automatically?

Does HeyIntake support automation and workflows?

AI FORM BUILDER

What is the AI Form Builder?

Can I edit AI-generated fields?

What happens if I regenerate?

AUTOMATIONS

What automations come enabled by default?

Can I customize the email templates used by automations?

What triggers are available for custom automations?

CONSENT & COMPLIANCE

What is the consent checkbox?

Is the consent checkbox the same as the agreement?

BRANDING

Can I customize how my forms look?

Where is branding configured?

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