Connecting AI Studio Forms and Calendars to Your Account

Forms and calendars help turn an AI-generated page into a working experience that can collect information or book time with your business. In AI Studio, these components start as part of the front-end page layout, then can be connected to your Captivation Hub account when you are ready to make them functional. This makes it easy to build the page first, then complete the connection steps for submissions or scheduling.

Key Benefits of Connecting Forms and Calendars in AI Studio

• Flexible Timing: Build the page first, then decide when to connect forms and calendars to your Captivation Hub account.
• Controlled Connection: You choose when forms and calendars become active and start collecting data.
• CRM-Ready Lead Capture: Connected forms send submissions directly into your account.
• Simpler Scheduling Flow: Connected calendars turn a booking page into a live scheduling experience using a calendar you already have set up.

How Forms Work in AI Studio

You can ask AI Studio to create different types of forms — contact forms, booking inquiry forms, registration forms, and more. AI Studio adds the form directly into the page layout, a section, or a popup flow depending on the prompt and the page goal.

Forms in AI Studio start as front-end layouts. This is important to keep in mind: seeing a form on the page does not automatically mean it is connected to your account or collecting submissions yet.

Step 1 — How To Connect Forms in AI Studio

When you want the form to start collecting submissions, ask AI Studio to connect it (for example: "Connect forms to my CRM") or click Connect when prompted in the chat. This triggers the Connect to CRM flow.

When a form is connected in AI Studio, the page uses Captivation Hub's external tracking behavior to send submission activity back into your account. Once that connection is in place, form submissions can be captured and used for follow-up workflows.

In simple terms, the process works like this:

1. AI Studio builds the form on the page.
2. You connect it to CRM tracking.
3. Submissions begin flowing into your Captivation Hub account.

Step 2 — Where Form Submissions Go After Connection

Once connected, form submissions are captured in two places in your account:

• Contacts — new contacts created from form submissions appear here
• Funnels > Forms > Submissions > External Forms — full submission records

How Workflows Connect to Form Submissions

Once the form is connected to CRM tracking, submissions can trigger automations in your workflows. The flow works like this:

1. Create the form layout in AI Studio.
2. Connect the form to CRM tracking.
3. In a workflow, use the trigger External Tracking Event.
4. Use the Form submission event to continue your automation.
5. Use the Domain filter and/or External Form filter to target specific forms.
6. Continue your automation with actions such as Send SMS or Send Email.

To use a contact's answers from the AI Studio form inside a workflow action, insert the corresponding custom value from Custom Value > Contact > Custom Fields or use the search bar.

How Calendars Work in AI Studio

AI Studio can create a custom booking experience on the front end rather than simply embedding a standard calendar widget. If you ask AI Studio for an appointment page, consultation page, or discovery call page, it generates the front-end layout with a booking area built in.

Once connected to one of your existing calendars, that custom experience uses the calendar's availability and setup that you already configured in your account.

Step 1 — How To Connect Calendars in AI Studio

AI Studio can detect calendars that already exist in your account and prompt you to choose which one to connect. To connect a calendar:

1. Ask AI Studio to add a booking section, or let it generate one as part of the page.
2. When prompted, click Connect in the AI chat.
3. Select the calendar from your account that you want to use.
4. AI Studio connects that calendar to the booking section on the page.

What Happens After a Calendar Is Connected

Once a calendar is connected to your AI Studio page:

• Appointments are added to the selected calendar in your account.
• The booking experience uses the availability and configuration already set up on that calendar.
• Any automations, follow-up actions, or calendar-based behavior tied to that calendar continue to run as configured in Captivation Hub.

This makes AI Studio a fast way to present a polished booking experience while still using the calendar setup that already exists in your account.

Frequently Asked Questions

Q: Can I edit the page after connecting a form or calendar?
Yes. You can continue refining the page in AI Studio after a component has been connected. Connecting forms or calendars does not lock the page.

Q: Do I need to create a form in Captivation Hub first before using it in AI Studio?
No. AI Studio can generate the front-end form experience from a prompt. You connect it to your account when you are ready to start collecting submissions.

Q: Do I need to create a calendar before connecting it in AI Studio?
Yes. AI Studio connects to calendars that already exist in your account. You will need to create the calendar in Captivation Hub first, then AI Studio can detect and connect it to your page.