What is Threadliner

Threadliner is four things — Forms, Newsletter, CRM, and Automation — built around one shared record: the contact.

Most tools that do form building, email newsletters, and deal tracking treat those as separate products with separate contact lists. You end up exporting a CSV from one and importing it into another, or paying for a fourth tool just to keep them in sync. Threadliner doesn't split them up. A form submission, a newsletter subscriber, and a CRM deal all point back to the same Contact record — so a contact's tags, custom fields, and activity history are shared across every module automatically.

The four modules

• Forms — build embeddable forms (8 field types, with basic conditional show/hide logic). Every submission creates or updates a contact.
• Newsletter — subscriber lists with double opt-in, and a block-based campaign editor for sending email.
• CRM — pipelines and deals, tied to the same contact your forms and campaigns already built up.
• Automation — rules that react to events (a new contact, a form submission, a deal changing stage) and take actions automatically, without a separate workflow tool.

How they connect

Every activity that happens to a contact — a form submitted, an email opened, a deal created — is recorded on that contact's timeline. Tags and custom fields you set up once are available to every module: a tag added by an automation rule shows up the same way as one you added by hand, and a custom field you use to segment a newsletter list is the same field a form can write to on submission.

If you're setting up Threadliner for the first time, the quick start walks through creating a form, a newsletter list and campaign, and a CRM pipeline — in that order, so you can see a single contact move through all three.