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Question

Custom Form Creation and External Access

  • October 8, 2026
  • 1 reply
  • 20 views

We would like to understand Seismic's capabilities for creating and hosting custom forms.

Our primary use case is to collect contact information from external clients and prospects before allowing them to download a whitepaper or marketing material.

Form Fields:

  • First Name

  • Last Name

  • Email Address

  • Phone Number

Could you please clarify the following?

  1. Custom Form Creation: Does Seismic provide a native Form Designer or similar functionality to create custom forms?

  2. External Access: Can these forms be accessed and submitted by external clients or prospects without Seismic accounts?

  3. Content Gating: Can we require users to complete a form before downloading a whitepaper or other marketing materials?

  4. Data Storage: Where are form submissions stored, and can the collected information be integrated with Salesforce?

  5. Licensing: Is this functionality supported under our current Enterprise Plus license, or does it require additional licensing?

  6. Configuration: If supported, could you share the setup instructions or relevant documentation?

We would also appreciate clarification on the intended use cases for Seismic Programs Request Forms and whether they are limited to authenticated Seismic users.

Thank you for your guidance.

    1 reply

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    Hi ​@pshah84, 

    Unfortunately, that “lead generation” capability is not available in Seismic. There’s a way to keep Seismic in the flow, assuming a few items.

    1. Do you currently have Digital Sales Rooms, or LiveSend, capability in your tenant?
    2. Do you currently have a CRM (e.g., Salesforce, HubSpot)
    3. Do you have MS Forms OR Google Forms within your ecosystem?

    If you answer yes to the above, then you can create the following workflow:

    1. Build the request form in either MS Forms or Google Forms.
    2. Set up the workflow to:
      1. Pass the form data to your CRM to create the Lead 
      2. Redirect the user to the Digital Sales Room or LiveSend link

    Why it works:

    • You still receive the data from the request form added directly to your CRM.
    • You can confirm the viewing of the room, or files, based on the date/timestamp of the form submission and room viewing.
    • You can also see all repeat visits/views of the DSR/LiveSend link. 

    What it doesn’t prevent

    • Individuals sharing the link to the Digital Sales Room and/or LiveSend link BUT
    • This would be the same case if the individual downloads the file and shares within their organization.

    Hope this helps.

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