Pre-screen before you pick up the phone
Qualification Forms
Build dynamic screening forms with a no-code builder, embed them anywhere, and auto-score responses straight into your pipeline.
What you get
- No-code form builder with conditional logic
- Public, embeddable links for ads and landing pages
- Automatic scoring and routing on submission
- Responses flow directly into the pipeline
Why it matters
Turn ad clicks and referrals into pre-qualified leads. Conditional-logic forms screen candidates automatically, and qualified responses route straight into the right funnel — with no manual data entry.
See it in action
Qualification Forms, inside Trialflow
FAQ
Qualification Forms questions, answered
Do I need a developer to build forms?+
No. The no-code builder lets coordinators create screening forms by adding and arranging questions — no engineering or third-party form tool required.
Where can I put the forms?+
Each form gets a public, embeddable link you can drop into ads, landing pages, your website, or a referral email, so you can collect pre-screen responses wherever candidates find you.
Does it support conditional logic?+
Yes. Show or hide questions based on previous answers so candidates only see what’s relevant — a cleaner experience that still captures everything you need to pre-qualify them.
What happens when someone submits a form?+
Responses are scored automatically and routed straight into the right funnel as a new or updated lead — no manual data entry, no re-keying answers into a spreadsheet.
Can unqualified responses be filtered out automatically?+
Yes. Use scoring thresholds and routing rules so clearly ineligible responders are handled appropriately and your coordinators spend their time on candidates worth a call.
Will form responses create or update leads automatically?+
Submissions flow directly into your database and pipeline, creating new leads or updating existing ones, with deduplication so the same person submitting twice doesn’t clutter your list.
See Qualification Forms in action
Get a personalized walkthrough tailored to your studies and therapeutic areas.